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Integrates with

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Business Performance Metrics
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Metrics
Payroll Analytics chart
Payroll Analytics
Payroll Analytics chart
Cashflow Analyzer
Bolt insights and alerts in the Bookkeeper360 app

Meet  Bolt, Your Virtual CFO, Supercharged by AI.

Built by Bookkeeper360 to give business owners access to critical financial insights.

  • Get real-time insights on cash flow, revenue, and expenses.
  • Receive proactive alerts on critical financial changes.
  • Make informed decisions backed by your actual data.
Get 3 Months Free

then just $19/month
Profit and loss report in the Bookkeeper360 app Bolt alert: revenue is up

  • Revenue

    • $1.9M

      Year to Date Actual

    • —

      vs. Year to Date Goal

    • $1.4M

      Year to Date Goal

    • $2.2M

      Annual Goal

  • Gross Profit

    • $909.7K

      Year to Date Actual

    • —

      vs. Year to Date Goal

    • $531K

      Year to Date Goal

    • $850K

      Annual Goal

  • Net Income

    • $302.6K

      Year to Date Actual

    • —

      vs. Year to Date Goal

    • $187.4K

      Year to Date Goal

    • $300K

      Annual Goal

Business Performance

Understand your finances without the hassle of spreadsheets.

  • Revenue, Direct Costs and Net Income Dashboards
  • Profit and Loss Details
  • Compare year over year performance
  • Track and customize goals and trends
Get 3 Months Free

then just $19/month
Cash analyzer dashboard in the Bookkeeper360 app Bolt alert: cash runway under 15 months Net cash on hand card in the Bookkeeper360 app Cash runway card in the Bookkeeper360 app

Cash Management

Make tracking cash simple.

  • Track monthly cash inflows and outflows
  • Cash runway and cashburn
  • Net Cash on Hand
Get 3 Months Free

then just $19/month
Payroll expense breakdown in the Bookkeeper360 app Costs by department in the Bookkeeper360 app

Payroll Analytics

Combine accounting and payroll data for workforce insights.

  • Payroll Expense Breakdown
  • Costs by Department
  • Headcount by Department
  • Revenue and Net Income by Headcount
Get 3 Months Free

then just $19/month

Hey! Can we review my numbers from last month?

Business owner smiling while holding a tablet Bookkeeper360 advisor Bookkeeper360

Yes, use my scheduler link below!

Financial review appointment booked in the Bookkeeper360 app

Your accounting team always within reach

Easily connect with your bookkeeper in real time and get insights that move your business forward.

  • Real-time Communication
  • Request Files and Financials
  • Schedule Meetings
Get 3 Months Free

then just $19/month

Metrics

  • Revenue dashboard

  • Key Financial Metrics Unified

    so that you can easily monitor progress.

  • Gross profit dashboard
  • Net income dashboard
  • Working capital dashboard
  • Debt to equity dashboard

We work with tons of apps… Here are a few!

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