New transaction

Filter transactions, then generate a monthly / yearly statement or invoice.

Contacts

Every client and contractor from your transactions — details and history in one place. How it works

Pick one or more checks to see every payment received on them, what was paid out on those work orders, and the balance. Income received without a check number shows as its own group. Select completed checks and pay the VA 50% of their profit in one payment, with a receipt.

Every work order in one sheet: what came in, what went out, and the balance. How it works

Work orders you paid out on but have received NOTHING back on yet — strictly zero income. Paid money only: an expense counts once Complete. Any income at all, check or otherwise, removes a work order from this list. How it works

The VA team earns 50% of each completed check's profit (received − paid out on its work orders). How it works

Your earnings, check by check: each completed check's profit splits 50/50 — your half is your income. How it works

My Capital

Your own money in and out of the business. Capital is not income or an expense — it never changes the profit figures. How it works

Accounts

Your bank accounts and credit cards. Balances move only when an entry is Complete — Processing and Pending entries never count. How it works

Activity

See what each user added, edited, deleted, or completed.

Users

Pending approvals, roles, and page access — all in one place.

Admin

Manage users, payments, receipts, settings & app updates — inside the app.

Expenses

General overhead — phone, software, insurance and other bills. Kept fully separate from contractor transactions. Admin only.

Data Cleanup

Fix old entries missing a Check # or Work Order so they can join the reports. Nothing is saved until you tap Save on a row. Admin only. How it works