Sandbox data — not real numbers yet
The app is currently connected to QuickBooks' sandbox (test) environment. Any financial figures shown throughout the product are test data — real client data connects once QuickBooks production access is approved.
Every field shown in the product, where it comes from, and what it means — plus the underlying database tables and a plain-language glossary.
Data synced from QuickBooks Online — cash, receivables, and the profit-and-loss figures behind every dashboard number.
| A/R & Collections | — (see Overview rows) | A/R tab reuses Overview's receivables widgets | — | |
| Cash Flow | — (see Overview rows) | Cash Flow tab reuses Overview's cash widgets | — | |
| Documents | file_name | File Name | text | |
| Documents | category | Category | text | |
| Documents | mime_type | File Type | text | |
| Documents | size_bytes | File Size | count | |
| Documents | uploaded_at | Uploaded At | date | |
| Header (all tabs) | clientName | Client Name | text | |
| Header (all tabs) | industry | Industry | text | |
| Header (all tabs) | location | Location | text | |
| Header (all tabs) | companies[] | Company List | text | |
| Header (all tabs) | accountingBasis | Accounting Basis | text | |
| Header (all tabs) | period | Period Selector | text | |
| Jobs / WIP | — (see Overview rows) | Jobs/WIP tab reuses Overview's job widgets | — | |
| Messages | sender_type / body / created_at | Message | mixed | |
| Overview | cashOnHand | Cash on Hand | currency | |
| Overview | arOutstanding | A/R Outstanding | currency | |
| Overview | wipNet | WIP Net Position | currency | |
| Overview | backlog | Backlog | currency | |
| Overview | grossMargin | Gross Margin | percent | |
| Overview | netIncome | Net Income (Fiscal YTD) | currency | |
| Overview | sparklineData | Trend Sparkline | number[] | |
| Overview | period_start / period_end | Forecast Period | date | |
| Overview | amount | Forecast Amount | currency | |
| Overview | confidence_low / confidence_high | Confidence Range | currency | |
| Overview | milestone_label / milestone_amount | Milestone Marker | text / currency | |
| Overview | runwayDays | Cash Runway (Days) | count | |
| Overview | customer_name | Customer Name | text | |
| Overview | balance_due | Balance Due | currency | |
| Overview | days_overdue | Days Overdue | count | |
| Overview | invoice_number | Invoice # | text | |
| Overview | period | Period | text | |
| Overview | revenue | Revenue | currency | |
| Overview | marginPct | Margin % | percent | |
| Overview | name | Job Name | text | |
| Overview | category | P&L Category | text | |
| Overview | amount | Category Amount | currency | |
| Overview | pctRevenue | % of Revenue | percent | |
| Overview | yoyDelta | YoY Change | percent | |
| Overview | breakEvenRevenue | Break-Even Revenue | currency | |
| Overview | currentRevenue | Current Revenue | currency | |
| Overview | fixedCosts[].subcategory / amount | Fixed Costs | currency | |
| Overview | body | Narrative Insight Text | text | |
| Overview / A/R & Collections | buckets (current, 1-30, 31-60, 61-90, 91+) | A/R Aging Buckets | currency | |
| Overview / Jobs-WIP | marginPct | Job Margin % | percent | |
| Overview / Jobs-WIP | targetMargin | Target Margin % | percent | |
| Overview / Jobs-WIP | jobId / jobName | Job | text | |
| Overview / Jobs-WIP | earned | Earned Amount | currency | |
| Overview / Jobs-WIP | billed | Billed Amount | currency | |
| Reports | report_type | Report Type | text | |
| Reports | format | File Format | text | |
| Reports | status | Status | text | |
| Reports | period | Report Period | text | |
| Reports | generated_at | Generated At | date | |
| Sidebar (all tabs) | taxDeadlineLabel | Next Tax Deadline | text | |
| Sidebar (all tabs) | unreadMessageCount | Unread Messages | count | |
| Tax Planning | entity_type | Entity Type | text | |
| Tax Planning | jurisdiction | Jurisdiction | text | |
| Tax Planning | fiscal_year_end | Fiscal Year End | date | |
| Tax Planning | pre_tax_income | Pre-Tax Income | currency | |
| Tax Planning | tax_liability | Tax Liability | currency | |
| Tax Planning | effective_rate | Effective Tax Rate | percent | |
| Tax Planning | estimates[].quarter / due_date / amount / status | Quarterly Estimated Payment | mixed | |
| Tax Planning | reserved_amount | Reserved Amount | currency | |
| Tax Planning | target_amount | Target Reserve Amount | currency | |
| Tax Planning | narrative | Reserve Narrative | text |