$2,150 · 12 days late
Reminder sent
How it works
From day one to your next move
Five steps. This is the plan.
1
Start clean, or bring your numbers in
New business? Skip this step. Your books start clean, and there is nothing to upload. Coming from another tool? Upload what it gave you. A PDF, a spreadsheet, or a screenshot all work. Our AI reads it into a setup you can check. One time, it can also scan your old email (about the last 60 days) and suggest contacts, companies, and bills. You approve every row.
meridian-balances.pdf
We read it
Cash in the bank from the scanned page $12,400
What customers owe you 5 unpaid invoices $8,150
SoftwreSoftware &
subscriptions Hard to read. Check this name Fixed. It counts when you confirm. $2,400
You approve every row before it counts.
2
See your money
Your home screen shows cash on hand, what you're owed, what you owe, and your profit. Plain numbers, no jargon. Enter your bills, then open the cash-flow report to see the weeks ahead.
3
AI shows what needs you
CloudOverture looks at your invoices, quotes, jobs, and your connected email, the mail you get and the mail you send, then ranks today's work. A customer request in your inbox becomes a next step with one click.
“Can you come by Thursday?”
Visit booked
Viewed yesterday · no reply
Follow-up sent
Try a suggested step. You always approve before anything is sent.
4
Send quotes and invoices
Send a quote, turn it into an invoice, and get paid. Your customer can pay online.
5
Never miss what's due
Late invoices, quiet leads, and open quotes come back to you at the right time. You miss nothing.
Your accounting, customers, quotes, and work sit in one platform. This is how it will work.
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