Client portal
Stop finding out how you did six weeks late.
Every bookkeeping client gets a portal with their real P&L, balance sheet, cash flow and closed-month reports — so the answer to what did I make? and can I cover payroll? is already on the screen when you open it. Not in an email. Not next month. Now.
Accounting BOSSDashboard
Coastline Coffee Roasters · 2026-01-01 → 2026-07-22
Revenue
$248,930
Expenses
$187,448
Net Income
$61,482
Cash on Hand
$87,413
Across all bank accounts
Profit Margin
24.7%
Cash Runway
2.3 mo
At current expense rate
Revenue vs Expenses
Monthly · Jan – May 2026
Latest · May
The actual portal interface. Figures are Coastline Coffee Roasters, a fictional business, closed through May 31, 2026 — cash on hand $87,413, net income last month $17,252, 2.3 months of runway.
Already a client? Your portal lives at app.bookedportal.com
Sign inThe screen
Everything the month did, on one screen.
This is the dashboard clients land on. Four things carry most of it — how current the numbers are, what's in the bank, what you made, and which way the year is going.
Accounting BOSSDashboard
Coastline Coffee Roasters · 2026-01-01 → 2026-07-22
Revenue
$248,930
Expenses
$187,448
Net Income
$61,482
Cash on Hand
$87,413
Across all bank accounts
Profit Margin
24.7%
Cash Runway
2.3 mo
At current expense rate
Revenue vs Expenses
Monthly · Jan – May 2026
Latest · May
Four things, one screen
How current the numbers are
Printed under the business name: the last month your accountant has actually closed. It sits above every statement, not just this screen.
What's actually in the bank
Every account added up, without opening two banking apps. The dashboard sets it next to how many months that covers at your current burn.
Look forCash on Hand
What you made, and which way it moved
The figure most owners wait weeks for, with the change on last period already worked out.
Look forNet Income
The shape of the year
Two lines, month by month. You can see a bad month coming rather than reading about it later.
Look forRevenue vs Expenses
Ask it
Pick a question. Watch it answer.
These are the questions owners actually open their books for. Every answer below is computed from the same demo data the live demo runs on — so the two cannot disagree.
In the portal
What's my cash position?
$87,413
across your accounts
$71,204 in operating checking, $16,208 in reserve. Closed through May 31.
The honest part
It tells you exactly how current the numbers are. On every screen.
Most tools imply everything is live. A half-reconciled month looks identical to a finished one — and owners make real decisions on numbers that are still going to move. This portal refuses to do that. Every statement carries the same line: the last month your accountant actually closed. When it says May is final, May is final. A PDF that shows up weeks late can't tell you that. This does. That's the difference between a number and a guess.
The same line sits above every statement in the portal.
The real thing
This is it. Click around.
The actual interface, running on invented books for a made-up coffee roaster. Switch sections in the sidebar, change the period, open a report, generate the AI insights — all of it works.
Accounting BOSSDashboard
Coastline Coffee Roasters2026-01-01 → 2026-07-22
AI insights
AI-generatedNo insights generated for this period yet
Generating uses AI and may incur usage on your firm’s plan. Results are cached for 6 hours per period.
Revenue
$248,930.00
Expenses
$187,447.85
Net Income
$61,482.15
Cash on Hand
$87,412.55
Across all bank accounts
Profit Margin
24.7%
Net margin
Cash Runway
2.3 mo
At current expense rate
Revenue vs Expenses
Monthly breakdown across the selected period
Cash Position
Current liquidity
$87,412.55
Total across all bank accounts
2.3 months of runway
- Gross Profit
- $154,336.60
- COGS
- $94,593.40
- Avg Monthly Exp
- $37,489.57
Demonstration only. Coastline Coffee Roastersis not a real business and every figure shown is invented — though the statements do reconcile, because a demo where the books don't tie would be a poor advertisement for an accounting firm.
What it gives you
The point isn't the software. It's not having to ask.
Most small business owners find out how they did six weeks after the month ended, in an email, from someone else. This closes that gap.
Statements, not spreadsheets
Your P&L, balance sheet and cash flow statement, formatted properly and readable by account. Switch between month, quarter and year, and export the P&L to PDF the moment someone needs it in writing — without asking anyone to send you a fresh copy.
No more asking for a fresh copy.
You always know what's closed
Every statement tells you the last month your accountant has actually closed. No more wondering whether the number you're looking at is final or halfway through reconciliation.
No more guessing if a number is final.
Cash position and runway
Cash across all accounts, and how many months it covers at your current expense rate. It is the number most owners actually check, and it is usually the hardest one to find.
No more head-math in the bank app.
Reports your accountant sends you
Quarterly reviews and annual summaries land in the portal with a plain-English headline explaining what happened — not just a stack of figures. Open one, read it, download it if you need to send it on.
No more decoding a wall of figures.
A first read on your own numbers
Ask the portal for insights on a period and it writes up what it sees in your figures, labelled AI-generated because that is what it is. It is a starting point for the questions you bring your accountant, not a substitute for the answer.
No more waiting for a call to know what it means.
Nothing to learn
Five screens, no setup, no training session. Your accountant keeps it current — you open it when you want an answer and close it again, which is the only job it has.
No more being handed a login and left to it.
Not just numbers
Your accountant writes it in plain English.
Coastline Coffee Roasters — Q1 2026 Business Review
Q1 2026 · January 1 – March 31, 2026 · Cash Basis
“Q1 revenue of $140,440 is up 18% on the same quarter last year, and gross margin improved from 60.6% to 62.0% following the March price adjustment. Net margin of 23.8% is well ahead of the 14.8% full-year 2025 figure, largely because wages have grown more slowly than revenue. Watch inventory: green coffee on hand rose faster than sales in March.”
Questions
About the portal
It is part of working with us — every bookkeeping client gets access. It is not a separate product and it is not an add-on.
The portal shows figures through the last month your accountant has closed, and it says so on every screen. That is deliberate: a half-reconciled month looks like real data and leads to real decisions being made on numbers that will change.
Five sections: your dashboard, your profit and loss, your balance sheet, your cash flow statement, and the reports your accountant has shared with you. The dashboard also carries an AI insights panel you can run for a period you choose. That is deliberately the whole list — it is built to answer the questions owners actually ask, not to be a second accounting system you have to learn.
Yes. The profit and loss view has an Export PDF button, and any report your accountant has shared with you can be downloaded from the Reports section. This is the Friday-afternoon feature: a lender wants financials before they will move on your application, an insurer wants last year's numbers before they will quote, and the request always arrives at the worst possible hour. You log in, export, send. Nobody has to pull it for you.
Your dashboard has an AI insights panel. You choose a period, press Generate AI insights, and it writes up what it sees in your own figures — where things moved, what stands out, what is worth a second look. The result is saved, so it is still there next time you open it, and it is labelled AI-generated everywhere it appears because that is what it is. There is also an Ask AI button on every screen if you want to ask something about what is in front of you. What it is not: advice. It does not decide anything and it does not close your books — a human accountant still does that, and still tells you what the numbers mean. What it gives you is a first read on your own numbers without waiting for a call.
Your financials are behind a login rather than being emailed around as attachments, which is how most small business financial data actually leaks. If you have a specific security requirement — a lender's questionnaire, an investor's diligence checklist — raise it during your consultation and we will answer it directly rather than pointing you at a policy page.
No. Plenty of clients would rather get a PDF each month and never log in, and that is fine. The portal exists so the information is there when you want it, not to make you do more work.
Want this pointed at your own books?
It comes with bookkeeping. Thirty minutes, no charge, and we'll tell you what it would take to get your books current enough to fill it.
Behind on your books? That's the normal starting point.