Your Books and Reports, Done for You
Send us your POS reports, invoices and expenses. We keep the books inside InsightDash and give you a live client portal — daily sales, fuel, lottery, purchases, inventory and a real P&L, built around how your store actually runs.
Now onboarding our first managed-service clients in Florida
Early spots mean direct access to us while we set your books and portal up around how your store actually runs.
The math we run for you, explained
Want to see how we treat fuel, lottery and sales tax before you hand over your books? These guides walk through the exact logic behind your portal's P&L:
Everything Handled, Nothing to Learn
We take your raw data and turn it into actionable insights — no software training, no templates to fill.
We Keep Your Books
Daily sales, fuel, lottery, purchases, expenses, other income and inventory — posted for you from the reports you already have.
Your Own Client Portal
One private read-only link per client showing live numbers, a real P&L and your daily balance sheet — no login for your staff.
Built Around Your Store
Tabs are switched on or off per location. Convenience only, no lottery, books-only — we shape it until it matches how you work.
Multi-Store Ready
Every location gets its own books and portal, with side-by-side comparison across the group.
Weekly & Monthly Delivery
Reports delivered on your schedule. Weekly snapshots and comprehensive monthly summaries, hands-free.
AI-Powered Insights
Every report includes AI analysis highlighting trends, anomalies, and actionable recommendations.
How It Works
From onboarding to ongoing delivery in four simple steps.
Discovery Call
We learn about your business, locations, and which books and metrics matter most to you.
Portal Setup
We build your bookkeeping workspace and switch on only the tabs your store actually uses.
You Send, We Post
Send POS close-day reports, invoices and expenses — we do the entry and the reconciliation.
Live Link + Reports
Your read-only portal stays current, and polished monthly reports land on your schedule.
Every Managed Client Gets a Bookkeeping Portal
You send us the reports — POS close-day PDFs, vendor invoices, expense lists, safe drops. We do the books inside InsightDash and hand you one private link that always shows the latest numbers for every location.
Modules we can switch on for your store
No two stores keep books the same way. We add, remove or rename tabs per location until it matches how you already think about your business.
Overview at a glance
Month-to-date sales, purchases, expenses, fuel gallons and net — refreshed every time we post a day.
Live P&L, not a static PDF
Revenue, COGS, gross profit and net profit calculated from your own daily records — with a profit bridge and a where-every-dollar-goes breakdown.
Your daily balance sheet, exactly as you keep it
The same column layout you use in your spreadsheet — with weekly subtotals, a month total and an auto-calculated over/short.
What we do each month
- Read your POS close-day reports (PDF or Excel) and post daily department, fuel and lottery sales.
- Enter vendor purchases from invoices, split fuel from merchandise for accurate COGS.
- Log expenses, other income (ATM, machine rent, commissions) and safe drops.
- Post opening / closing inventory so gross profit is real, not a guess.
- Keep the daily balance sheet in your own spreadsheet layout, ready to copy into Google Sheets.
Built for Multi-Location Owners
Ready to Get Started?
Tell us about your business and we'll reach out within 24 hours.