Riverside Bookkeeping — Client Portal

DEMO · sample data · built by AdUp Studio
Monthly close status
Day 4 of 5
On track — Jul close 80% complete
Cash position
$84,210
+6.2% vs June
Outstanding invoices
$12,450
3 overdue — follow-up sent
Documents needed
2
Bank stmt (July) · Payroll report

Cash flow — last 6 months

$0$50K$100K FebMarAprMayJunJul Money in Money out

July close — plain English

Revenue was up 6% on June, driven by two new retainer clients. Payroll costs held flat. Three client invoices totaling $4,120 are more than 30 days overdue — reminders went out July 28. Once we receive your July bank statement, we can finish reconciliation and deliver final statements.

Close progress80%

Invoices

InvoiceClientAmountDueStatus
#1042Meridian Dental$2,800Jul 15Overdue
#1043Cascade Fitness$980Jul 20Overdue
#1044Bluebird Cafe$340Jul 22Overdue
#1045Meridian Dental$2,800Aug 15Due soon
#1046Harbor Legal$5,530Aug 18

This is a demo with sample data. Your dashboard connects to your real books (QuickBooks, Xero, or spreadsheets), updates automatically, and lives behind a client login. Fixed price $999, delivered in 5 days — see adds.solutions or email hello@adup.me