House Call Pro nightly sync
Rep commissions, June
$0Commission Tracker
Turns nightly-synced jobs into rep pay.
Apps
Custom apps, built for how you work
Built around your team's job, on your own data, in your portal.
How it fits
Your tool, inside your portal
Step 1: Built for your workflow
Around your job, on your own data.
- online
Step 2: Inside your portal
Your logo, your colors, one sign-in.
Step 3: Scoped to each viewer
Managers see everyone, reps see their own.
Apps we built
Three apps running in client portals
- +12.4%Open the demo
- Open the demo
Client financial portal
A white-label portal for a firm's clients.
- Profit and loss, JuneQuickBooks
- Revenue$128,400
- Expenses$86,220
- Net income$42,180
Open the demoStatement to ledger
A bank statement, turned into books.
AI visualizers
See it in real life first
Online retail
See it on your motor
Upload a boat photo, see the cover on the engine.
Glass installation
See the glass before it goes in
Preview the finished glass in a photo of your space.
Open one
The client portal, live
Change the brand, switch Client to Firm, then ask the assistant.
Brand
View as
The real portal applies a firm's logo, name, and colors at runtime through one CSS variable. This switcher does the same thing.
portal.yourfirm.com
Summit Ledger AdvisorsDashboard
Coastline Coffee Roasters · signed in as owner
Dashboard
Coastline Coffee Roasters · Jan – May 2026
Closed through May 2026
This period reaches into a month your accountant hasn't closed yet.
Year to date would run through Jan – Jun 2026. Showing Jan – May 2026 instead. June opens up as soon as Jordan closes it.
Revenue vs expenses
Jan – May 2026
Revenue Expenses
Cash position
As of May 31, 2026
$87,412.55
- Operating Checking ·8842$71,204.30
- Reserve Savings ·3319$16,208.25
- Credit Card ·4417-$3,208.75
- Gross profit YTD
- $154,337
- COGS YTD
- $94,593
- Avg monthly expenses
- $37,490
- Runway
- 2.3 months
2.3 of a 6-month reserve target
Monthly net income
Jan – May 2026
AI insights
Jan – May 2026 · grounded in your business profile · cached for 6 hours
Three to five plain-English cards about jan – may 2026, written from the numbers on this page and the goals in your business profile. Generated only when you ask.
Sample data
Coastline Coffee Roasters, its customers, and every number here are fictional. Summit Ledger Advisors is a placeholder firm name you can change above. The AI assistant reads the same dataset the screens do and only answers from it.
Safeguards
Careful about who sees what
Scoped to the viewer
A manager sees the team, a rep only their own.
Running todayShows, never changes
It can show your data, not change it.
Running todayHosted and maintained
We run the syncs, updates, and monitoring.
Running todaySigned handoff
The portal tells each app who is looking, securely.
Running todayYour brand
Your name and colors on every screen.
Running todayOne playbook
Every app is built the same careful way.
Running today
FAQ
Questions that come up
Only what their role allows. A manager sees the team, a rep sees their own.
We scope it on a call. Our first client's portal, agent, and commission app went live in about three and a half weeks.
Book a call
Tell us the tool your team wishes it had.
A 30-minute call and a written recommendation for your first app.
No rip-and-replace. You approve every action.