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Guided sample. Explore the workflow without changing company records.
Guided beta · Owner view

Start on Home. Open an assignment to see who owns the work, its package references, and its agreed pay. Use the navigation to explore the rest of the company.

Sample records only. No company data, invitations, or payments are changed. Private beta access
Last 30 days

Money

Profit after direct costs (also called contribution) is sales less product cost, marketplace fees, refunds, and shipping costs. Labor and overhead are not deducted. Bank imports are reviewed separately.
Profit after direct costs$13,542.00+22% vs prior period
Direct profit margin33.9%+270 bps vs prior period
Finalized revenue$38,602.003 finalized breaks
Breaks needing review2Excluded from every total
Finalized actuals

How profit is calculated

Gross revenue$38,602.00
Shipping collected$2,460.00
Discounts and refunds($1,120.00)
Product cost($17,200.00)
Marketplace fees($4,820.00)
Postage($4,380.00)
Profit after direct costs$13,542.00
Finalized trajectory

Sales and profit after direct costs

Friday Chrome$10,340.00 revenue · $4,120.00 contribution
Sunday Football$12,800.00 revenue · $5,030.00 contribution
Rookie Night$15,462.00 revenue · $4,392.00 contribution
Bank imports & sync detailsProvider records, freshness and queue counts. Separate from finalized totals.7 records
Illustrative sample

Your bank activity is here.

Illustrative sample bank activity. No bank account is connected and nothing is posted to accounting totals.

Imported
Active bank connections2 of 2Not a count of individual accounts
Plaid records imported7Retained source records
Held outside totals7Pending, ready, or needs attention
Last successful syncAug 13, 2:32 PM UTCNewest connection only, not all banks

Why the counts can differ: imported records include bank-pending and exception rows. The Money Inbox counts only the transactions available in each action list.

Every connection, its own clock.

A recent import from one bank does not mean the others are current. The 24-hour flag is a review reminder, not a bank delivery guarantee.

  • First Platypus BankLast successful import
    Synced within 24h
  • Gold CardLast successful import
    Over 24h since sync
Snapshot Aug 13, 3:00 PM UTC · illustrative sample

Is the import moving?

Automatic bank-sync jobs, not transactions to review. Manual Sync runs separately. Reload to refresh this snapshot.

Waiting
2
Bank updates queued for import
Running
1
Recorded as processing, not a live heartbeat
Failed / retrying
1
Import attempt needs recovery
Support references (1 most recently received failed jobs)
  • Event reference 11111111-2222-4333-8444-555555555555Received Aug 13, 2:50 PM UTC · Attempts 2Retry eligible Aug 13, 3:05 PM UTC

Up to three most recently received failed jobs. Share the reference with support. Retry eligibility is not a promise of completion; no banking details are included.

Newest imported transactionsNewest bank transaction: Aug 13, 2026
Sorted by bank transaction date · showing up to 8 rows
  1. TOPPS DIRECTFirst Platypus Bank
    Bank pendingNeeds review-$812.75
  2. EBAY PAYOUTFirst Platypus Bank
    Needs review+$3,420.00
  3. FANATICS 123First Platypus Bank
    Needs review-$2,460.00
  4. USPS CLICK-N-SHIPFirst Platypus Bank
    Needs review-$186.00
Breaks needing financial reviewExcluded from totals until financially complete.2
  • Wednesday BasketballMarketplace fees are incompleteClosed Aug 24, 2026 UTC
  • Saturday BaseballCarrier handoff is not completeClosed Aug 26, 2026 UTC
Profit by breakRanked actuals and the costs behind each result.3 finalized
BreakFinalizedOrdersRevenueShippingDiscounts / refundsProduct costFeesPostageProfit after direct costs
Sunday FootballfinalAug 15, 202650$12,800.00$820.00$360.00$5,300.00$1,550.00$1,380.00$5,030.00
Rookie NightfinalAug 22, 202658$15,462.00$820.00$400.00$7,500.00$1,970.00$2,020.00$4,392.00
Friday ChromefinalAug 8, 202642$10,340.00$820.00$360.00$4,400.00$1,300.00$980.00$4,120.00

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