Illustrative walkthrough
A sample Monday plan, before you connect anything.
This fictional service-business example shows the shape of a Monday brief. It is not generated from a real customer's QuickBooks data.
Monday brief · Sample
Make cash collection and labor review the first two conversations this week.
Week of Aug 4
Collect overdue invoices
$8,420 is due this week. Review the five oldest invoices first so expected cash is not delayed.
Inspect labor on two job types
Labor is the first operating area to review when revenue rises faster than margin in this illustrative report.
Review three service prices
Compare time, labor, and materials before changing pricing. The sample prompts a decision; it does not make one for you.
Why it matters
The plan surfaces where an owner may want to look closer. It does not post transactions, change prices, send invoices, or make decisions.
When QuickBooks connection is available
My Business will read the financial activity you authorize—such as revenue, expenses, invoices, payroll trends, and cash movement—to create a weekly Monday brief. It will not make edits to your books.
Built for review, not blind automation
Briefs are designed to refresh weekly. Your financial data is handled to provide the product experience, and recommendations remain educational—not bookkeeping, tax, legal, or professional accounting advice.
See the experience now. Connect later.
Create your account to keep the dashboard ready for your first Monday plan. QuickBooks connection will be clearly offered when it is available.
Start your Monday plan