Try it with your own email: be the customer of Pacific Coast Plumbing
Type your email once, then press any button. Real emails go out from the demo business within a minute; then watch yourself appear on these screens. Nothing is sold, nothing is stored beyond a week.
Money
$7,8156 overdue
$16,1003 open quotes
0being chased
0waiting on you
$00 paid this week ยท AI $0.00
From qbo live
Could not read from the vendor: QBO_TOKEN_FAILED: {"error":"invalid_grant","error_description":"Incorrect or invalid refresh token"}. Reconnect on Connections.
Payments are detected automatically on every poll.
Add an invoice or a quote
Who owes you CSV
| Customer | Current | 1 to 30 | 31 to 60 | 61 to 90 | Over 90 | Total |
|---|---|---|---|---|---|---|
| All | $0 | $3,325 | $4,490 | $0 | $0 | $7,815 |
| Angela Ruiz 2 | $0 | $3,325 | $0 | $0 | $0 | $3,325 |
| Maria Delgado 1 | $0 | $0 | $2,180 | $0 | $0 | $2,180 |
| Turtle Rock HOA 1 | $0 | $0 | $1,240 | $0 | $0 | $1,240 |
| Sunrise Cafe 1 | $0 | $0 | $685 | $0 | $0 | $685 |
| Tom Baker 1 | $0 | $0 | $385 | $0 | $0 | $385 |
Bills, renewals and deadlines
Add rent, insurance, license renewals, software or taxes; you get an email before each one and recurring items roll forward.
Add a renewal
Vendor bills and expenses CSV
Vendor bills uploaded through Documents show up here, read and categorized automatically.