What problem does it solve?

Managers need a fast way to understand income, expenses, net position, and unaudited items, but the data is often scattered across reimbursements, contracts, and documents. Income & Expense Overview organizes financial information into clear charts and line-by-line detail. Core capabilities include overview dashboards, automatic categorization, detailed listings, finance review status, and data intake from documents and reimbursement records. It is designed for owners, finance teams, and management.