Know where every dollar is. And where it’s going.

Every account, bank-matched, on one screen — with forecasted payments, AI-parsed statements, and an overdue radar that never sleeps.

🏦 All accounts, bank-matched
🔮 Forecasts + ML predictions
🚨 Overdue radar
One screen, every account

Your whole cash position, matched to the bank.

Every account on one screen — balance, what's cleared, what's outstanding, and a “matches bank” check against the bank feed, refreshed from QuickBooks and imports. Quick Entry adds a forecasted payment in one line of typing.

Balances are blurred in this screenshot for obvious reasons — on your screen, they're the point.

  • All accounts with bank-feed match status
  • 30/60/90-day daily-income trends per account
  • One-line Quick Entry for forecasted payments
Your whole cash position, matched to the bank.
Nine accounts, one screen. (Balances blurred here — yours won't be.)
The radar

Forecasts, statements, and the overdue list that runs itself.

The banking hub tracks 51 forecasted payments, flags what's gone overdue, and manages statements: 217 statements across 36 accounts uploaded, AI-parsed for due dates and minimums, archived to Drive.

Recurring payments generate themselves on schedule; ML predictions learn vendors' rhythms and propose what's coming — you confirm or dismiss.

  • Overdue-payment radar with one-click drill-down
  • AI statement parsing: due dates, minimums, interest
  • Recurring forecasts auto-generate; ML predictions learn vendor patterns
Forecasts, statements, and the overdue list that runs itself.
The hub: forecasts, statements, and the overdue banner nobody can miss.
⚡ Financial Suite Power-Up

Part of the Financial Suite.

Included in the Financial Suite power-up at $149/store/month, added to any Axis Platform subscription.

See it in action →

Close the spreadsheet. Keep the certainty.

See your own accounts assembled into one live cash picture.

📅 Book a Demo →

Book a Demo

See the Analytics Dashboards in action — 30 minute walkthrough

March 2026

📅
Plan
Date
Time
Duration30 minutes

You're All Set!

Your demo is booked for

We'll send a calendar invite and Zoom link to

Get in Touch

Have a question about Analytics & Performance? We'll get back to you within one business day.