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Description
Real-time QuickBooks dashboard with cash flow tracking, AR/AP aging, P&L, AI-powered insights, and books health scoring. FinSnap is a premium QuickBooks Online companion dashboard that gives you instant visibility into your business finances — right from your browser toolbar. KEY FEATURES: Cash Position • Total cash across all bank accounts and credit cards • Available cash after bills • 7-day and 30-day cash flow forecasts Activity Tracking • Invoices sent, payments received, expenses, and estimates • Filter by This Week, Last Week, This Month, or Last Month • Drill into individual transactions Money Coming In (Accounts Receivable) • Aging breakdown: Not Yet Due, Due Soon, Overdue • Visual progress bar and per-customer detail • Direct links to view invoices in QuickBooks Money Going Out (Accounts Payable) • Bill aging with the same clear breakdown • Track what you owe and when it's due Recurring Transactions • View all active recurring invoices and bills • Monthly run rate at a glance Profit & Loss • This Month, Last Month, and Year-to-Date views • Income vs. expense breakdown by category AI-Powered Insights • Smart analysis of your QuickBooks data • Cash flow alerts, AR/AP warnings, and trend detection • Customer concentration and recurring revenue analysis Books Health Scoring • Automated bookkeeping health check (score out of 100) • Actionable recommendations to improve your books Built-in Mini Tools • Calculator with voice input • Currency converter • Tax rate lookup by ZIP code • Due date calculator • Interest calculator • Bank holiday checker • MIS daily report builder SECURITY & PRIVACY: • All data transmitted over 256-bit SSL encryption • No QuickBooks credentials stored in the extension • Authentication managed through Intuit's official OAuth 2.0 flow • Data accessed solely through Intuit's published APIs • Compliant with Intuit's developer terms of service REQUIREMENTS: • An active QuickBooks Online subscription (Simple Start, Essentials, Plus, or Advanced) • Works with both Production and Sandbox environments