SERVICE · DASHBOARDS & APPS
Your numbers, live in your portal.
This is what makes WAYG different. Live QuickBooks dashboards in a client portal, plus the apps we build around your business, invoicing, purchase orders, approvals, and document flow, wired together so the answers live where you work.
14-day free trial · No card · Onboarded inside your trial · then $1,549/mo
Client portalAssembly
- Invoice #2041 · Acme Co.Paid
- PO #318 · MaterialsApproved
- May payroll · 14 employeesPosted
- Q2 estimate · FederalScheduled
Live · synced 2m ago
QuickBooks
Cash
$184,210
+4.8%
MTD rev.
$92,140
+11.2%
A/R 60+
$18,420
-6.1%
Runway
9.4 mo
+0.3
Revenue · last 6 months
$K
J
F
M
A
M
J
Tax calendar
- Jun 15Federal Q2 estimate
- Jul 31Form 941 · Q2
- Aug 15FL sales tax · Jul
All accounts reconciled
Close · Day 12 / 15
WHAT'S INCLUDED
Everything in the monthly fee.
No add-ons, no surprise hourly invoices. If it's on this list, it's covered.
- Live QuickBooks dashboard: cash, P&L, A/R aging, runway.
- Encrypted client portal via Assembly / Copilot for documents and messaging.
- Custom invoicing and recurring billing workflows.
- Purchase-order and approval systems for operations teams.
- Tax calendar with federal, state, and local deadlines.
- Monthly CFO brief delivered inside the portal, no PDFs by email.
WHO IT'S FOR
Built for operators who want one firm, one fee, no surprises.
Operators with 5–50 employeesConstruction & trades with PO workflowsE-commerce & subscription businessesAnyone tired of asking 'where do we stand?'
OUTCOMES
What changes after you switch.
Live
Synced from QuickBooks every day
1 portal
Books, docs, and approvals in one place
0 PDFs
Reports live where you work, not in email
Dashboards we ship for e-commerce brands, restaurants, and creative studios.
Ready to see your numbers clearly?
Open a 14-day free trial, no card. We onboard you inside the trial, you see your numbers, and you decide.
14-day free trial · No card · Onboarded inside your trial · then $1,549/mo