The work · demonstration build
The Monday Report
One plain-English email every Monday morning: what came in, what went out, and the one number that needs your attention this week.
The demo below is a sample report on sample data, and says so on its face. No client's real numbers on this site.
The challenge
You have QuickBooks, a billing system, and three load-bearing spreadsheets — and you open none of them until something is already wrong. Not because the numbers don't matter, but because nobody has time to go looking. The fix isn't another dashboard you won't log into. It's an email: five sentences, your numbers, every Monday, read in the truck before the first stop.
The demo
The report is already open — read it. Then tap any sentence: a panel opens showing exactly where its number came from, rows and arithmetic included. Last Monday's report is one flip away, because the rhythm is the point — you can watch an overdue invoice cross the 60-day line and a job budget go from quiet to flagged between one Monday and the next. There's a second tab for a dental-office version that works entirely in totals and counts — no patient information anywhere, including behind the taps.
No robots writing fiction
The sentences come from rules, not from anything that guesses. We agree on the rules together in plain English — "flag any invoice past 60 days," "tell me when a job runs more than 10% over" — and the report says exactly what your numbers say, every week, the same way. If a sentence is in the email, you can tap it and watch it show its work.
What the real one looks like
- Your books, read-only. QuickBooks, your billing system, the spreadsheets that matter — connected with read-only credentials that live in your accounts, not mine.
- Your rules, written together. Week one, we sit down and decide what's worth a sentence. The rules file is plain enough to read over coffee, and you own it.
- An email every Monday. No login, no dashboard, no app. If it needs a chart, the sentence gets rewritten until it doesn't.
The live hookup to your books happens as a client engagement, in your accounts — never on this site. This demo holds no keys, makes no network calls, and reads nothing of yours. And per the exit plan: you own the credentials, the code, and the rules file from day one, so any developer can maintain it.
What it would cost
Setup: from $1,500. Then a flat monthly fee to keep it arriving — that's the keep-it-running plan from the prices block ($500–$2,000/month, depending on how many systems feed it and how often the rules change). Your exact numbers go in writing before work starts.
How it's built
For the people who read this far on purpose: the demo is a static page running entirely in your browser. The sample week comes from the same seeded data generator as the other demos, built so every number cross-foots — the cash delta equals the sum of the week's transactions, the receivables lines add to the dollar, and "best week since" is literally true within the fabricated history; unit tests hold it to that. Sentence generation is a deterministic rule-and-template engine — thresholds pick the lines, templates say them — which is the same engine a paying client gets, pointed at real books. The dental edition's data is aggregates from the moment it's generated, so nothing patient-shaped exists for any panel to leak.
Working with something like this? Call or text me: [FILL: phone]