Owner Snapshot
Quick view of your business performance and compliance.
Business dashboard
Start here
Today's priority actions
Collections
Unpaid Receivables
Books
Recent Book Entries
| Date | Description | Account | Amount |
|---|
Before filing or reporting
Missing documents and info
Your data is secure and private. Only you can see your business information.
Daily operator view
Action Center
Sorted by urgency
What needs attention
Income, expenses, assets, and books
Money
Choose what to work on
Money workflows
Accounting review
Founder-friendly queue
Ready for accountant
Reports and books
Number control
Manual invoices and collection receipts
Issued documents
Control register
| Type | No. | Date | Issued to | Amount | Related | Status |
|---|
Xendit and daily summaries
Digital product sales
Email first, SFTP later
Paste CSV report
Accepted aliases: transaction_date, gross_amount, refund_amount, xendit_fee, net_settlement, invoice_no, tax_treatment.
Daily invoice to Various Customers
Xendit sales register
| Date | Gross | VAT | Treatment | Refunds | Fees | Settlement | Invoice |
|---|
Nina Bacani brand deals
Campaign revenue and collections
Pipeline health
Collections and profit
Campaign ledger
Brand deals
| Brand | Campaign | Amount | Costs | Profit | Invoice | Collection Receipt | BMBE Proof | Status |
|---|
Purchases and payables
Expenses and contractor payments
Withholding guide
Payments to review
Cash disbursements and purchases
Expense register
| Date | Payee | Category | Amount | Input VAT | VAT Treatment | Withholding | EWT |
|---|
Salary, dividends, and withdrawals
Payroll and owner money
Planned employees
Annual salary monitor
Owner and employee ledger
Money movements
| Date | Person | Type | Amount | Notes |
|---|
BMBE asset threshold
Assets and depreciation
PHP 3,000,000 cap
BMBE asset monitor
Depreciation summary
Current asset position
Asset register
Straight-line depreciation
| Acquired | Asset | Category | Cost | Monthly Dep. | Accum. Dep. | Net Book Value | BMBE Counted | Funding | Status |
|---|
Copy-ready entries
Manual books guide
All registered books
Entries to copy
| Date | Book | Reference | Description | Account | Debit | Credit | Plain English |
|---|
BIR and BMBE readiness
Tax and compliance dashboard
CSV files for manual encoding
BIR Report Generation -
Exports are structured support files for eBIRForms or eFPS encoding. Review missing TINs, addresses, and withholding rates before filing.
Before encoding
Missing filing info
BIR support schedule
Report preview
Filing checklist
COR-based obligations
Sorted by due date. The filing start date is highlighted so you can begin preparing before the payment or submission deadline.
Customers, leads, and collections
CRM / Customers
People who owe or may buy
Receivables and prospects
Payments to review
Proofs, receipts, and collection follow-up
Brand and customer pipeline
CRM pipeline
Owner, BIR, and accountant handoff
Reports
One place for exports
Accountant-ready pack
Download individual files
Report exports
Company file
Peak Impact setup
Registration details
Company profile
Registered manual books
Books of accounts
Bookkeeping engine
Chart of accounts
Data controls