BetterWayIQ QBO
  • Dashboard
    • Board
    • CPA cleanup12
    • Cashflow
    • Overview
    • Budget
    • Vendors
    • Expenses
    • Credit cards
    • Banks
    • Payroll
  • Settings
    • Account mapping
    • Integrations
  • DemoAn Islamic Center

Dashboard

Board summary

The one-page read. Every number live from QuickBooks, traceable to the underlying GL entries. Hover any metric for the formula and a healthy-SMB benchmark.

Welcome to the BetterWayIQ demo
You're viewing a synthetic small-business dataset. Hover any KPI for its formula and benchmark, then click through the sidebar to explore the nine-tab dashboard your CPA actually wants.
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What changed this month

Auto-generated from the last two months of GL activity. Hover any KPI for the underlying formula.

  • Revenue fell month-over-month-6.2% (−$22K)

    Mar → Apr comparison.

  • Cash position grew+$10K

    Receivables collected faster than payables went out.

  • Expenses fell-9.7% (−$21K)

    Spending pulled back from the prior month.

Revenue YTD
$1,284,350
YTD · all revenue accounts
Expenses YTD
$804,900
YTD · program + admin + fundraising
Net surplus
$479,450
Operating surplus
Cash position
$714,700
3 bank accounts
Open A/P
$20,000
7 vendors with open balances
Payroll YTD
$234,000
7 pay periods
Open CPA items
12
Cleanup items awaiting review

Revenue vs. expenses

12-month trailing · monthly net flow into the business

  • Revenue
  • Expenses

Cash position

End-of-month balance across all bank accounts