LIVE SYNTHETIC DEMO

Alex Accounting Workspace

Explore the dashboard, switch views, run reports, review insights, and preview connection setup.

✦Alex InsightYou’re on track to beat last month’s profit.
DC

Good morning! 👋

Here’s what’s happening with your business.

$
Net Profit (MTD)$8,742↑ 18% vs. prior month
▥
Total Income (MTD)$24,950↑ 12% vs. prior month
↘
Total Expenses (MTD)$16,208↑ 7% vs. prior month
▣
Cash Balance$14,305as of today
Cash FlowLast 12 months
Cash in $312,980Cash out $298,675Net cash flow $14,305
SepOctNovDecJanFebMarAprMayJunJulAug
View cash flow statement →
Profit & LossJanuary – August 2026
Income$194,650
Cost of Goods Sold$68,230
Expenses$82,415
Net Profit$43,145
Expenses by CategoryLast 30 days
$16,208Total
  • Cost of Goods Sold48%
  • Operations24%
  • Marketing12%
  • Software8%
  • Other8%
SalesThis year
$195,802↑ 16% vs. prior year
JanFebMarAprMayJunJulAug
InvoicesAll invoices
$27,610Unpaid · 12 invoices
$17,840Overdue · 7 invoices
Accounts ReceivableAs of today
$27,610↑ 9% vs. last 30 days
  • 1–30 days$12,340
  • 31–60 days$8,920
  • 61–90 days$4,650
  • 90+ days$1,700
Accounts PayableAs of today
$18,750↓ 5% vs. last 30 days
  • 1–30 days$9,100
  • 31–60 days$6,250
  • 61–90 days$2,900
  • 90+ days$500
Recent TransactionsAll accounts
DateDescriptionCategoryAmount
Aug 25Payment from Acme Co.Sales+$3,250
Aug 24Office SuppliesExpenses-$125.87
Aug 23Marketing AgencyMarketing-$850
Aug 22Subscription — Design ToolSoftware-$29
Bank AccountsAs of today
Connect & SyncKeep your data accurate and up to date.
  • ♜
    Bank Accounts12 connected
    Connected
  • ▣
    Credit Cards4 connected
    Connected
  • QB
    Accounting SoftwareQuickBooks Online
    Connected

Transactions

Review, categorize, and flag synthetic activity.

DateDescriptionCategoryAccountAmountStatus
Aug 25Payment from Acme Co.SalesChecking+$3,250.00Categorized
Aug 24Office DepotOffice SuppliesCredit Card-$125.47Possible duplicate
Aug 24StaplesOffice SuppliesCredit Card-$125.47Review
Aug 23Marketing AgencyMarketingChecking-$850.00Categorized
Aug 22Subscription — Design ToolSoftwareChecking-$29.00Categorized
Aug 21UberTravelCredit Card-$18.62Matched

Reports Library

Build common reports or start a custom synthetic view.

▥
Profit & LossIncome, cost of goods, expenses, and net profit.
▤
Balance SheetAssets, liabilities, and equity snapshot.
▥
Cash FlowTrack money moving into and out of the business.
▦
General LedgerReview account activity in one place.
▧
A/R AgingSee unpaid invoices by age range.
▣
A/P AgingSee outstanding bills and due dates.
◫
Expense by VendorCompare vendor spending and changes over time.
✦
Custom ReportChoose fields, dates, groups, and filters.

REPORT PREVIEW

Monthly Profit & Loss

January – August 2026 · Synthetic

Income$194,650

COGS$68,230

Expenses$82,415

Net Profit$43,145

Alex Insights

Useful patterns and review questions from the synthetic data.

✦
ProfitabilityGross profit margin improved 4% this month.

Revenue increased faster than direct costs. Consider reviewing vendor costs to preserve the gain.

↗
SalesSales are trending above last year.

Year-to-date sales are 16% higher than the same period in the synthetic comparison year.

!
Review neededTwo transactions may be duplicates.

Office Depot and Staples show the same amount on the same date and should be reviewed.

$
CashCash flow improved in the last 60 days.

Cash inflows are currently outpacing cash outflows in the synthetic demo.

▧
Receivables$6,350 is more than 60 days overdue.

Three invoices account for most of the older receivable balance.

◉
ExpensesSoftware spending increased 22%.

Three new subscriptions appeared this month. Alex can show the line items for review.

Connections

Preview how Alex can connect to the financial tools you already use.

♜
Bank AccountsChecking and savings accounts

12 accounts connected

Connected ✓
▣
Credit CardsBusiness and corporate cards

4 cards connected

Connected ✓
QB
QuickBooks OnlineAccounting software

1 company connected

Connected ✓
Q
Quicken / File ImportCSV and supported exports

Ready to import

Preview

SIMPLE SETUP

Connect, choose, authorize, go to work.

Live connectors are enabled only after the appropriate backend integration is configured and tested. This page demonstrates the intended setup experience.

  1. 1
    Choose a providerBank, credit card, QuickBooks Online, or supported file import.
  2. 2
    Sign in securelyUse the provider-supported authorization flow.
  3. 3
    Select what to shareChoose the accounts or company data Alex should be allowed to review.
  4. 4
    Start workingAlex can begin supported review and reporting workflows after connection.
✓

Clear setupConnect only the data sources you choose.

✓

Useful reportingReviews, reports, aging, trends, and cash flow.

✓

Human approvalAlex prepares and explains; consequential actions remain under your control.

READY WHEN YOU ARE

Put Alex to work on the numbers that matter.

Start with the synthetic demo today. Live connections and production accounting actions require their corresponding backend integrations.

Start Working With Alex →