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Bookkeeping Overview

August 2026

Bookkeeping team is preparing your August report. You have 5 tasks awaiting your response.

August 2026

Bookkeeping team is preparing your August report. You have 4 tasks awaiting your response.

Costco on Wednesday, Aug 12
Action required
Yesterday you made a purchase at Costco for $1,400.20. Can you share what this transaction was for?
Describe this transaction in a few words...
ATM withdrawal on Monday, Aug 10
Amazon on Friday, Aug 7
Costco on Thursday, Aug 6
ATM withdrawal on Monday, Aug 3
Costco on Saturday, Aug 1

AgentRunningDone4 events · started 09:41

Waiting for the next task

Requesting context38412ms

vendor=Costco amount=1400.20

Response provided by the customer

“Paper goods & cleaning supplies”

Categorizing transaction1840ms

account=Office Expenses

Working through August’s open tasks.

Requesting details21480ms

vendor=Amazon amount=1284.60

Receipt received from the customer

“Kitchen supplies for the new menu”

Categorizing transaction1620ms

account=Supplies

Reconciling transactions1130ms

period=2026-08

August reconciled to date.

Preparing the August report.

Generating report1310ms

type=profit_and_loss period=2026-08

Breaking down expenses940ms

by=category

Posting transaction680ms

account=Supplies amount=1284.60

August report ready for the customer.

09:41:02Requesting context(vendor=Costco amount=1400.20)38412ms

09:41:41Response provided by the customer

09:41:41“Paper goods & cleaning supplies”

09:41:42Categorizing transaction(account=Office Expenses)1840ms

09:41:44Working through August’s open tasks.

09:41:44Requesting details(vendor=Amazon amount=1284.60)21480ms

09:42:06Receipt received from the customer

09:42:06“Kitchen supplies for the new menu”

09:42:07Categorizing transaction(account=Supplies)1620ms

09:42:09Reconciling transactions(period=2026-08)1130ms

09:42:10August reconciled to date.

09:42:12Preparing the August report.

09:42:12Generating report(type=profit_and_loss period=2026-08)1310ms

09:42:14Breaking down expenses(by=category)940ms

09:42:15Posting transaction(account=Supplies amount=1284.60)680ms

09:42:16August report ready for the customer.

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Danielle Key

Bookkeeper

Mon 27 Oct, 07:22

Could you show me my profitability in the last 3 months?

	Jun 2026	Jul 2026	Aug 2026
Revenue	$18,200	$19,450	$21,400
Cost of services	$3,100	$3,350	$3,550
Gross profit	$15,100	$16,100	$17,850
Operating expenses
— Software/tools	$420	$420	$445
— Office/home office	$310	$310	$310
— Marketing	$650	$950	$700
— Insurance	$220	$220	$220
— Professional fees	$180	$180	$180
Total opex	$1,780	$2,080	$1,855
Net operating income	$13,320	$14,020	$15,995
Net margin	73.2%	72.1%	74.7%

Sure! Here are your revenue, expenses, and profit the last 3 months. Your profit increased 14% in August, driven by higher revenue and lower marketing costs.

Ask anything

Real human support

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3x fastermonthly closes
40% more accuratethan traditional bookkeepers

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Your onboarding call is scheduled with
Brad Harris
Join the call
Your Bank of America Checking account
and Chase Credit card have been connected
Your bookkeeper has added 3 questions
on your recent transactions
Review
Your August bookkeeping report is ready
on your recent transactions
Review
Your bookkeeping review call with
Brad Harrisis starting
Join the call