Live demo · Monday Morning Report

Monday, 7:00 AM. Your week is already written.

Last week's money and every project in one short email, waiting when you wake up. Nobody had to put it together.

Read this week's report
This morning's report

Everything you need to know, in one email.

Built automatically from your books and your project board, then written in plain English. Here's what landed this morning.

FromYour Monday ReportToYouSubjectWeek of Oct 5 – 11: you're covered, 1 quote waiting
Monday ReportGood morning.
Week of Oct 5 – 11
✎ Written for you

In one sentence: it was a payroll week, so more went out than came in, but you're covered with $19,713 safe to spend. One big quote is waiting on your approval.

Written for youSummed up from everything below.
From your books
Came in$7,1502 customer payments
Went out$11,146Payroll + supplies
★ Safe to spend$19,713after what's owed

Biggest expense: payroll, $6,180. Materials are running 30% above August from two large supply orders. You're still on pace for your best quarter this year.

From your booksThe same numbers as your financial hub.
From your project board

$51,900 in play across 5 open projects. 4 on track, 1 needs a nudge.

From your project boardEvery job, where it stands.
Flagged automatically

⚡ Needs your attention (3)

1Approve Client 1's quote · $18,400Drafted from your price list Friday. Nothing goes out until you approve.Review
2Client 4 is 5 days past due · $6,300A friendly reminder already went out Friday. Might be worth a call.Call
32 transactions need a categoryAn Amazon order and a new vendor. One tap each.Sort
Flagged automaticallyOnly what needs you, nothing else.
From your calendar & invoices

📅 This week ahead

MonClient 3 starts at 7:00 AM. The crew and customer are both confirmed.
WedA follow-up on Client 5's quote goes out automatically (they've opened it twice).
ThuClient 2 final walkthrough. The final invoice drafts itself for your review afterward.
FriPayroll, $12,400. Already covered and set aside.
From your calendar & invoicesSo nothing sneaks up on you.

This report was put together automatically from your books and project board.
It arrives every Monday at 7:00 AM.

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See exactly what lands on a Monday morning. It's a sample report for a sample business, sent once.

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Sample report for illustration only. Every business tracks different things, so your report is custom-built around the numbers and projects you actually care about, and delivered where you'll read it. The final result won't look exactly like this demo.