Company
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Create invoice Open customer billing and receivables. Record expense Enter direct paid expense activity. Add customer Create a customer profile for sales. Create bill Add a new payable document. Upload receipt Attach receipt files inside Expenses. Post payroll transaction Record employee pay as a journal transaction. Banking Review cash and linked bank accounts. Chart of accounts Manage your posting structure.
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DC
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Welcome back, Demo Client 👋

Here's what's happening with your business today.

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Bank Balance
+3.8%
CAD 93,677.50 Main bank account for cheques and E-Transfers
Credit Card Balance
Liability
CAD 0.00 Outstanding credit card payable balance
Accounts Receivable
2 open
CAD 43,279.00 Customer invoices still unpaid
Accounts Payable
0 open
CAD 0.00 Vendor bills still unpaid

Income & Expenses Overview

October 1 - October 31, 2026

This Month
Net Profit CAD 20,350.00 96.9%
Income CAD 21,000.00 97.0% of activity
Expenses CAD 650.00 3.0% of activity

Fiscal Year Result

Jan 1, 2026 - Oct 31, 2026

Profit CAD 11,370.00 Fiscal year to date

Recent Transactions

Latest journal, sales, and expense activity.

View all
Date Type Number Customer / Vendor Amount Status
Oct 18, 2026 Journal JE-4370 General ledger CAD 13,334.00 Posted
Oct 18, 2026 Sales DEMO-INV-1003 Northstar Advisory Group CAD 13,334.00 Sent
Oct 12, 2026 Journal JE-4366 General ledger CAD 734.50 Posted
Oct 09, 2026 Journal JE-4369 General ledger CAD 10,396.00 Posted
Oct 09, 2026 Journal JE-4368 General ledger CAD 10,396.00 Posted
Oct 09, 2026 Sales DEMO-INV-1002 Maple Cloud Services CAD 10,396.00
Oct 03, 2026 Journal JE-4365 General ledger CAD 22,600.00 Posted
Sep 27, 2026 Journal JE-4367 General ledger CAD 7,345.00 Posted
Sep 27, 2026 Sales DEMO-INV-1001 Northstar Advisory Group CAD 7,345.00 Sent
Sep 11, 2026 Journal JE-4364 General ledger CAD 3,503.00 Posted
Jul 29, 2026 Journal JE-4363 General ledger CAD 7,200.00 Posted
Jul 05, 2026 Journal JE-4362 General ledger CAD 20,340.00 Posted
Jun 01, 2026 Journal JE-4361 General ledger CAD 1,107.40 Posted
Apr 27, 2026 Journal JE-4360 General ledger CAD 4,746.00 Posted
Apr 08, 2026 Journal JE-4359 General ledger CAD 14,125.00 Posted
Mar 30, 2026 Journal JE-4358 General ledger CAD 14,125.00 Posted
Feb 25, 2026 Journal JE-4357 General ledger CAD 65,000.00 Posted
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