Finance visibility
Where the money is moving.
Revenue, margins, AR, and approvals. Payroll lives in Gusto; accounting integrations are placeholders.
YTD revenue
$14.6M
of $16.2M target
Pipeline coverage
3.4×
next-quarter target
AR outstanding
$2.85M
$0.41M > 60 days
Open approvals
3
expenses & invoices
Revenue forecast
Actual vs plan ($M)
Sep
Oct
Nov
Dec
Jan
Feb
Actual Plan
Approvals
Awaiting your action
$
Devon Chen
Expense · 1d
$482.15
$
Hana Yusuf
Expense · 2d
$215
I
TJX Companies
Invoice · Approved
$142,000
$
Aiden Hart
Expense · today
$96.4
Invoicing
Recent invoices
| Invoice | Client | Amount | Status | Due |
|---|---|---|---|---|
| INV-2041 | TJX Companies | $142,000 | Sent | Dec 22 |
| INV-2040 | NextEra Energy | $88,500 | Paid | Nov 28 |
| INV-2039 | AAR Corp | $64,200 | Overdue | Nov 18 |
| INV-2038 | Con Edison | $51,000 | Sent | Dec 5 |
Ask Starling
Q4 revenue is tracking 9% under plan. Accelerating TJX ITAM Phase 2 to close before Dec 22 would close the gap entirely.
G
Gusto
Payroll source of record (read-only)
Q
QuickBooks
Optional accounting sync