Keep founder's client balances accurate with daily carryovers

Founders lose carried balances when client records go stale, causing billing gaps and reconciliation pain. Daily carry-over updates active client records so invoices reflect true balances.

Overview

Missed carry-overs create billing gaps that complicate reconciliation for founders handling finance operations. This daily carry-over workflow updates active client records so invoices reflect true balances, eliminating missed carry-overs and reducing manual reconciliation work.

Notable Features

Carry over previous balances daily
Update active client records daily
Exclude deactivated client accounts