Perfecto AI Bookkeeping Dashboard

Income (This Month)

$16,850.75

+5.2% vs May

Expenses (This Month)

$9,230.20

+2.1% vs May

Net Profit (This Month)

$7,620.55

+10.5% vs May

Items Needing Attention

2 Items

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Quick Document Upload

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Income vs. Expense (This Year)

Awaiting your first financial data to display chart.

AI Bookkeeping Assistant

Perfecto AI is analyzing your data. We'll highlight insights and discrepancies for your review.

Recent Activity

May_Bank_Statement.pdf uploaded June 1, 2025 - Processed
Bank Account 'Checking' synced May 30, 2025
Discrepancy found in 'INV-003' May 28, 2025 - Review
Receipt 'Office Supplies' categorized May 25, 2025
Invoice INV-004 created June 3, 2025
Bill from 'Supplier X' entered June 2, 2025

Discrepancy

Mismatch in Invoice INV-003 amount

Uploaded amount: $150.00, Bank record: $145.00. Date: May 27, 2025

Missing Document

April Credit Card Statement

Required for Q2 reconciliation.

All Transactions

Date	Account	Description	Category	Debit	Credit	Actions

Showing 1-25 of 187 transactions

Ask Perfecto AI about your finances

E.g., "What was my total software expense last month?" or "Show invoices from ACME Corp"

Hello Jane! How can I help you with your books today?

What was my total income for May 2025?

Your total income for May 2025 was $16,020.00.

Receipt Matching

Date Range:

Unmatched Bank/Card Transactions

Office Depot - $75.20 (June 2, 2025)

Amex Gold Business (...5678)

Transactions Missing Receipts

Starbucks - $5.75 (June 1, 2025)

Chase Business Checking (...1234) - AI Category: Meals & Entertainment

Amazon AWS - $120.00 (May 30, 2025)

Chase Business Checking (...1234) - AI Category: Software/Subscriptions

Recently Matched Items (Last 10)

Zoom Subscription - $15.99 matched with CC Transaction (May 28)
Shell Gas Station - $62.30 matched with Bank Transaction (May 26)

Potential Duplicates

No potential duplicates found at this time.

Knowledge Base

Find articles & guides.

Video Tutorials

Watch onboarding videos.

Community Forum

Ask questions & share tips.

Your Support Tickets

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Your Current Plan

Pro Plan

Renews on July 1, 2025

$49 / month

Available Plans

Basic

For individuals and small startups

$19 / month

Up to 50 transactions/month
Basic AI categorization
Standard reports
Email support

Current Plan

Pro

For growing businesses

$49 / month

Up to 200 transactions/month
Advanced AI categorization & insights
Customizable reports
Priority email & chat support
Bank & CC integrations

Premium

For established businesses & enterprises

$99 / month

Unlimited transactions
Full AI suite & forecasting
Advanced custom reports & API access
Dedicated support manager
All integrations + custom

Connected Bank Accounts

Chase Business Checking (...1234) - Connected

Current Balance: $15,780.20 | Last synced: Today, 10:05 AM

Wells Fargo Savings (...5678) - Sync Error

Last attempt: Yesterday, 09:00 PM - Reconnect

Connected Credit Cards

Amex Gold Business (...5678) - Connected

Current Balance: $1,234.56 | Available Credit: $8,765.44 | Next statement: June 15, 2024

Overdraft Accounts & Lines of Credit

Business Line of Credit (...9012) - Available: $5,000

Limit: $10,000 | Interest Rate: 8.5%

Settings Menu

Company Information User Management Multi-Entity Management Notifications Data Privacy & Security

Company Users (2/3)

Jane Doe (You)

jane.doe@example.com - Owner

John Smith (CPA)

john.cpa@example.com - Advisor

You can invite up to 3 users (including yourself) on the Pro plan.

Multi-Entity Management

Manage multiple businesses under one login here.
Click the company selector in the sidebar to switch between your companies or add a new one.

Notification Preferences

Control your email and in-app notifications.

Data Privacy & Security

Request data deletion, view audit logs, and see compliance information (SOC2, GDPR, etc.).

Reconciliation

Account: Period:

Statement Ending Balance

$12,540.50

Book Balance (Perfecto AI)

$12,530.50

Difference

$10.00

Unreconciled Last reconciled: April 30, 2025

Unreconciled Transactions (2)

Bank Fee - $10.00 (May 31)

Unknown Debit - $25.00 (May 29)

Invoices

Invoice #	Customer	Date	Due Date	Amount	Status	Actions

Your Dedicated Bookkeeper (Sarah M.)

Online

Hi Jane, just letting you know I've completed the reconciliation for May! Everything looks good.

Sarah M. - 2 hours ago

Great, thanks Sarah!

You - 1 hour ago

General Ledger

Date Range:

Date	Account	Description	Debit	Credit	Balance	Actions

Reports

Report Period:

Profit & Loss

Understand your revenue and expenses.

Balance Sheet

Snapshot of your assets and liabilities.

Cash Flow Statement

Track movement of cash in and out.

A/R Aging

See outstanding customer invoices.

Expense by Vendor

Breakdown of spending by vendor.

Tax Hub

Estimated Tax Liability

$1,850.00 (Q2 2025)

Next payment due: July 15, 2025

Missing Documents for Filing

April 2025 Credit Card Statement
Receipt for 'Large Equipment Purchase'

Ready-for-CPA Report Package

Download a package with all necessary reports and documents for your accountant.

Automation Hub

Categorization Rules

IF vendor CONTAINS "Starbucks" THEN category = "Meals & Entertainment"

IF description CONTAINS "AWS Services" THEN category = "Software & Subscriptions"

Upload Reminders

Monthly Statement Reminder (Email)

Sent on the 3rd of each month.

Integrations & Exports

QuickBooks Online

Xero

Plaid (Bank Feeds)

Connected

Stripe

Data Export

Export your financial data in various formats.

Users & Collaboration

Manage Users

Jane Doe (Owner) - jane.doe@example.com
John Smith (Advisor) - john.cpa@example.com

Notes from Advisor

John Smith (May 30, 2025):

"Please double-check the categorization for the large software purchase in April. Might need to be capitalized."

Business Health Details

Detailed breakdown of bookkeeping completeness, cash flow stability, expense/income ratios, reconciliation percentages, and historical trends for the health score.

Upload Bank Statements

Drag & drop bank statement PDF/CSV or click to browse

View Bank Statements

Month:

Chase Business Checking (...1234) - May 2025

Date	Description	Category	Debit	Credit	Balance	Actions

Previously Uploaded Statements:

May_2025_Chase_1234.pdf (Processed) April_2025_Chase_1234.pdf (Processed) March_2025_Chase_1234.pdf (Processed)

Download Bank Statements

Download processed bank statement data here in various formats (CSV, Excel).

Upload Card Statements

Upload your card statements here.

View Card Statements

Statement Date:

Amex Gold Business (...5678) - Statement May 15, 2025

Date	Description	Category	Amount	Actions

Download Card Statements

Download processed card statement data here.

Upload Receipts

Upload your receipts here (drag & drop, or use mobile app).

View Receipts

Date Range:

Date	Vendor	Category	Amount	Tax	Status	Actions

Showing 1-25 of 88 receipts

Download Receipts Data

Download processed receipt data here.

Upload Bills

Upload your bills here.

View Bills

Vendor	Bill #	Bill Date	Due Date	Category	Amount	Status	Actions

Showing 1-25 of 42 bills

Download Bills Data

Download processed bill data here.

Let's Get Your Books Started!

For Future Submissions:

Quick Document Upload

Income vs. Expense (This Year)

AI Bookkeeping Assistant

Recent Activity

Mismatch in Invoice INV-003 amount

April Credit Card Statement

All Transactions

Ask Perfecto AI about your finances

Receipt Matching

Unmatched Bank/Card Transactions

Transactions Missing Receipts

Recently Matched Items (Last 10)

Potential Duplicates

Knowledge Base

Video Tutorials

Community Forum

Your Support Tickets

Start a New Conversation

Your Current Plan

Pro Plan

Available Plans

Basic

Pro

Premium

Connected Bank Accounts

Connected Credit Cards

Overdraft Accounts & Lines of Credit

Settings Menu

Company Information

Company Users (2/3)

Multi-Entity Management

Notification Preferences

Data Privacy & Security

Reconciliation

Unreconciled Transactions (2)

Invoices

Your Dedicated Bookkeeper (Sarah M.)

General Ledger

Reports

Profit & Loss

Balance Sheet

Cash Flow Statement

A/R Aging

Expense by Vendor

Tax Hub

Estimated Tax Liability

Missing Documents for Filing

Ready-for-CPA Report Package

Automation Hub

Categorization Rules

Upload Reminders

Integrations & Exports

QuickBooks Online

Xero

Plaid (Bank Feeds)

Stripe

Data Export

Users & Collaboration

Manage Users

Notes from Advisor

Business Health Details

Upload Bank Statements

View Bank Statements

Previously Uploaded Statements:

Download Bank Statements

Upload Card Statements

View Card Statements

Download Card Statements

Upload Receipts

View Receipts

Download Receipts Data

Upload Bills

View Bills

Download Bills Data