QuickBooks / Shared finance

Accounting workspace

Keep invoice follow-up, customer balances, and the shared QuickBooks company visible inside the app without losing the CRM and training context around each record.

Sandbox companyAI Implementation UK Showcase Ltd

Needs attention

Work the collection queue, not just the totals

Click a card to jump straight into the right view.

Overdue collections queue

Start with the biggest balances

Due 20 Jul 2026office@greenline.example

Greenline Tree Services
£895.00

Top debtor customers

Who owes the most right now

Bank accounts

Read-only balances from the connected QuickBooks company.

Business Current Account

Bank

£28,460.32

Tax Reserve

Bank

£8,420.00

Profit and loss

This month · showcase data

Income

£12,460

Expenses

£4,180

Net profit

£8,280

Balance sheet

Today · showcase data

Total assets

£48,920

Liabilities

£11,340

Equity

£37,580

Accounts receivable

Current position

Current

£990

Overdue

£895

Total

£1,885