Money
Stock
Account
Subscription
FynancePro · fynancepro.com
Dashboard
April 2026
Revenue vs Expenses
Rev
Exp
Profit
Expense Mix
Revenue vs Expenses
Quick P&L
| Line | Budget | Actual | vs Prior | Var |
|---|
Recent Expenses
Profit & Loss
April 2026
| Line Item | Budget | Actual | vs Prior | Var | Margin |
|---|
Performance Compare
Compare any two periods side by side
Compare Periods
Expenses
Loading…
Quick Add Expense
Tap to upload photo or PDF
JPG, PNG, PDF — up to 20MB
All Expenses
| Date | Description | Category | Subcategory | Payment | Amount | Receipt |
|---|
Transaction Reconciliation
Swipe right to categorize · left to skip · drag or use buttons
SKIP
Swipe or
use buttons
use buttons
CATEGORIZE
All Transactions
0 pending
| Date | Description | Account | Amount | Status | Category |
|---|
QuickBooks Categories
Location Settings
Returns, Swaps & Breakage
Photo scan · timestamped · monthly report
Breakage Log
| Date / Time | Product | Flavor / Variant | Type | Qty | $ Impact | Photo |
|---|
Product Summary — Total Impact by Item
| Product | Return | Swap | Expired/Trash | Total Units | Total $ Lost |
|---|
Revenue
Square POS + manual entries by stream
Revenue by Stream
| Stream | Source | Trend | Total | % of Revenue |
|---|
Recent Entries
| Date | Stream | Method | Notes | Amount |
|---|
Inventory & COGS
Revenue − (COGS + Raw Materials) = Gross Profit
Inventory Items
| Item | Category | Unit Cost | Qty on Hand | Qty Sold | COGS | Stock Level |
|---|
Gross Profit Waterfall
Vendors & Pricing
Latest vendor = default · price history · pack size logic
Price Comparison by ProductLatest = default vendor
| Product | Pack Size | Unit Price | Excise/Unit | Vendor | Date | vs Prior |
|---|
Vendor Directory
| Vendor | Category | Contact | Tax Included | Default |
|---|
Out of Stock
Scan items · build reorder list · generate purchase order
Current OOS Queue
0 items
Invoices
| Invoice # | Client | Issued | Due | Amount | Status | Actions |
|---|
Tax Forms
Auto-populated from your data · 2025 Tax Year
📄 Official IRS Forms — Download & File
Schedule C Preview
Mortgage & Loans
Amortization schedules · Interest deductions → Tax forms
Schedules & Filings
Georgia · 2026
Estimated Tax Payments (1040-ES)
| Quarter | Due | Est. Amount | Status |
|---|
Georgia Sales Tax (ST-3)
| Period | Collected | Due | Status |
|---|
Payroll Schedule & 941 Deposits
| Period | Pay Date | Gross Wages | 941 Deposit | Processor | Status |
|---|
Bank Accounts
Connected via Plaid · Live balances
🏦
Connect your bank with Plaid
Securely link Chase, Bank of America, Wells Fargo, and 12,000+ banks. Auto-import transactions.
Plaid API ConfigurationSetup Required
How to get your Plaid API keys (free sandbox):
1. Go to dashboard.plaid.com/signup
2. Create a free account (no credit card needed)
3. Go to Team Settings → Keys
4. Copy your client_id and secret (Sandbox environment)
5. Paste them below — sandbox lets you test with demo bank data instantly
1. Go to dashboard.plaid.com/signup
2. Create a free account (no credit card needed)
3. Go to Team Settings → Keys
4. Copy your client_id and secret (Sandbox environment)
5. Paste them below — sandbox lets you test with demo bank data instantly
Integrations
Connect your POS, payroll, and accounting tools
Point of Sale Systems
Payroll & Accounting
Reimbursements
Personal card business expenses · Credit memos · Payment matching
Personal Card Business Expenses — Pending Reimbursement
0 pending
| Date | Description | Card Used | Category | Amount | Status |
|---|
Match Incoming Payment to Credit Memo
Zelle · Cash · Check · ACH — prevents double-counting
No credit memos issued yet — generate one above first
Reimbursement History
| Date | Memo # | Paid Via | Card Reimbursed | Amount | Status |
|---|
Documents Vault
Admin only · Licenses, certificates & compliance docs · Expiry alerts at 30 & 7 days
Users & Roles
Manage access — default is single admin
Team Members
| Name | Role | Access | Status |
|---|
Role Permissions
Super Admin Panel
Manage all FynancePro subscriber accounts
All Accounts
Settings
Business Entities
🏪 Store Closing Alarms
Alarm fires 2 hours before closing time. Toggle on/off per location.
Preferences
Weekly email reports
P&L summary every Monday
Tax deadline alerts
30, 7, and 1 day before due dates
Receipt OCR scanning
Auto-extract amounts from photos
Auto-categorize expenses
AI suggests categories from descriptions
Two-factor authentication
Required at every login
Account
Admin User
admin@fynancepro.com
Super Admin
SubscriptionActive
Plan
FynanceProBilling
$79/mo + $44 per extra locationNext renewal
May 30, 2026Entities
3 of 5 slots used🤖 AI Scanner — Anthropic API Key
Powers the AI invoice scanner, receipt reader & product photo recognition.
Get your key at console.anthropic.com/api-keys
Your key stays in your browser — never sent to our servers.
Get your key at console.anthropic.com/api-keys
Your key stays in your browser — never sent to our servers.