BooksCash

Monthly profit one-pager

Write one readable page of last month's income, spend, and biggest changes.

Part of Monthly owner summary

Tools

QuickBooks Online, Wave, Notion

Outcomes

One page the owner reads in five minutes • Income and spend split by category

Documentation

Instruction-ready detail below

<in:schedule>On the 5th</in:schedule>, pull <in:spreadsheets>last month's income and spend</in:spreadsheets> and write a one-page <documents>summary</documents> with the three biggest changes.

Instruction file

<in:schedule>On the 5th</in:schedule>, pull <in:spreadsheets>last month's income and spend</in:spreadsheets> and write a one-page <documents>summary</documents> with the three biggest changes.

Setup requirements

Tools

QuickBooks Online, Wave, Notion

Trigger

On the 5th of each month

Setup time

15 minutes

Other automations in this workflow

Quiet month alert

Say something when this month's income drops sharply against the same month last year.

Unbilled work check

Compare hours tracked against invoices sent, and flag any job with unbilled time.

Related workflows

Bookkeeping handoff

Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.

Overdue invoice chase

Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.

Getting paid faster

Send the invoice the day the work is finished, with a payment option attached to it.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download