Symple AI Reports

Your numbers,
always current

Connect QuickBooks and ServiceTitan to a live owner dashboard — P&L, cash position, open AR, pipeline, and job cost. Updated daily. No spreadsheets.

What you get

One dashboard that pulls from your actual books — not a manual report someone has to build each week.

💰

Live P&L

Revenue, cost of goods, gross profit, and overhead — for the month, quarter, or year. Accrual and cash basis both available.

🏦

Cash Position

What's in the bank right now. Open AR aging so you know what's coming in and when.

📋

Job & Pipeline

Jobs sold, installed, and in progress by location and tech — pulled directly from ServiceTitan.

📬

Daily Email Digest

Key numbers sent to your inbox every morning. No login required — just open the email.

🔒

Read-Only Access

We can only read your data — never write, never modify. Revoke access from inside QuickBooks any time.

⚡

No Spreadsheet Maintenance

Data pulls automatically. Nothing to update, nothing to break. Numbers are always current.