Live position

Financial Position

A live view of receivables, spending, and available cash.

Available cash

$84,260

$9,340 net movement this month

$28,420

Expected within 14 days

$12,680

Scheduled expenses

$6,240

Overdue receivables

Cash Runway

6.8 months

0.7 mo

vs last forecast

NOW90 DAYS180 DAYS

Forecast includes $12.7k scheduled obligations and conservative invoice confidence.

30-day outlook

Cash Flow Timeline

Confirmed activity and probability-weighted cash events.

$84.3k opening$106.7k projected

Forecast confidence 82% · Updated today, 09:42

Receivables workflow

Invoice Lifecycle

Draft
1
Sent
1
Viewed
1
Due Soon
1
Overdue
1
Paid
1

Risk distribution

Receivables Aging

Total outstanding

$42,740

Overdue balance decreased 8.4% this month.

Current

$24,860

8 invoices · 58% of total

1–15 Days

$9,420

4 invoices · 22% of total

16–30 Days

$4,260

2 invoices · 10% of total

31–60 Days

$2,880

1 invoices · 7% of total

60+ Days

$1,320

1 invoices · 3% of total

General ledger

Recent Activity

Operational movements across connected accounts.

DateDescriptionClient / VendorCategoryAccountStatusAmount
Jun 26Payment · INV-2052Novaline WorksInvoice incomeOperating ··4821Cleared+$3,420
Jun 25Annual workspace planHarborline CloudSoftwareCorporate cardCleared$299
Jun 24Product design supportSignal ContractorsContractorsOperating ··4821Cleared$2,800
Jun 23Payment · INV-2045Northwind AdvisoryInvoice incomeOperating ··4821Cleared+$6,400
Jun 22Cloud hostingNimbus ComputeSoftwareCorporate cardPending$486
Jun 20Quarterly reserve transferTax reserveTaxesReserve ··1042Scheduled$4,200
Jun 18Research subscriptionClarity Grid DataSoftwareCorporate cardCleared$129
Jun 17Paid media campaignOutline MediaMarketingOperating ··4821Cleared$1,450

Spend analysis

Expense Intelligence

Total expenses

$18,640

MoM change

+6.2%

Largest category

Contractors

Unusual spend

$680

Contractors
$7,440
Software
$4,180
Marketing
$2,860
Travel
$1,920
Office
$1,480
Banking Fees
$760

Unusual spending detected. Media production costs were $680 above the 90-day baseline. One charge still needs categorization.

Recurring expenses

Nimbus Compute

Monthly

$486

+18%

Harborline Cloud

Annual

$299

Clarity Grid Data

Monthly

$129

+4%

$914 scheduled over the next 30 days across 9 recurring services.

Portfolio economics

Client Profitability

ClientRevenueExpensesOutstandingEffective RateProfit Margin
1

Meridian Labs

Most profitable

$28,900$6,420$7,250$186/hr
77.8%
2

Atlas Creative

Highest outstanding

$24,600$6,980$4,800$162/hr
71.6%
3

Novaline Works

$21,340$7,180$0$148/hr
66.4%
4

Pine & Co.

$17,880$6,720$2,160$139/hr
62.4%
5

Brightpath Studio

Slowest payer

$14,920$6,840$5,900$126/hr
54.2%

Reporting center

Reports Workspace

Performance views prepared from reconciled activity.

Revenue

$126,480

+12.4% vs prior period

Expenses

$48,920

+6.2% vs prior period

Net profit

$77,560

After operating expenses

Margin

61.3%

Current reporting window

Monthly comparisonRevenue Expenses
Ledgerly · Northstar StudioLast reconciliation Jun 26, 2026 · All amounts in USD