Finsnap Premium Dashboard

FinSnap is a premium QuickBooks Online companion dashboard that gives you instant visibility into your business finances — right from your browser toolbar.

KEY FEATURES:

Cash Position
• Total cash across all bank accounts and credit cards
• Available cash after bills
• 7-day and 30-day cash flow forecasts

Activity Tracking
• Invoices sent, payments received, expenses, and estimates
• Filter by This Week, Last Week, This Month, or Last Month
• Drill into individual transactions

Money Coming In (Accounts Receivable)
• Aging breakdown: Not Yet Due, Due Soon, Overdue
• Visual progress bar and per-customer detail
• Direct links to view invoices in QuickBooks

Money Going Out (Accounts Payable)
• Bill aging with the same clear breakdown
• Track what you owe and when it's due

Recurring Transactions
• View all active recurring invoices and bills
• Monthly run rate at a glance

Profit & Loss
• This Month, Last Month, and Year-to-Date views
• Income vs. expense breakdown by category

AI-Powered Insights
• Smart analysis of your QuickBooks data
• Cash flow alerts, AR/AP warnings, and trend detection
• Customer concentration and recurring revenue analysis

Books Health Scoring
• Automated bookkeeping health check (score out of 100)
• Actionable recommendations to improve your books

Built-in Mini Tools
• Calculator with voice input
• Currency converter
• Tax rate lookup by ZIP code
• Due date calculator
• Interest calculator
• Bank holiday checker
• MIS daily report builder

SECURITY & PRIVACY:
• All data transmitted over 256-bit SSL encryption
• No QuickBooks credentials stored in the extension
• Authentication managed through Intuit's official OAuth 2.0 flow
• Data accessed solely through Intuit's published APIs
• Compliant with Intuit's developer terms of service

REQUIREMENTS:
• An active QuickBooks Online subscription (Simple Start, Essentials, Plus, or Advanced)
• Works with both Production and Sandbox environments