Money Dashboard — Free Bookkeeping for Service Businesses

Accounts receivable, accounts payable, cash flow, P&L, and profit per job — built into your CRM. Free on all plans, no limits.

Why financial visibility matters

You finish the week with happy customers, but you have no idea if you actually made money. Paid invoices are scattered — some in Stripe, some in a spreadsheet, some forgotten. Expenses live on paper receipts or in your head. Result: you work hard and don't know if you're profitable.

DunaHub's Money Dashboard gives you complete visibility into money coming in and going out — no spreadsheets, no separate app, no extra cost.

What's included

  • Accounts Receivable — see who owes you, with aging (0-30, 31-60, 61-90, 90+ days) and due dates
  • Accounts Payable — log expenses and know what's going out
  • Cash Flow Projection — 30, 60, and 90 day view of money in and out
  • Profit & Loss Report — revenue vs expenses by period
  • Profit Per Job — know exactly how much you made on each job after materials, labor, and overhead
  • PDF/CSV Export — send to your accountant with one click

How it works

  1. Invoice payments sync automatically from Stripe Connect (card and ACH in the US).
  2. Expenses are logged manually and categorized (materials, labor, marketing, vehicle, etc.).
  3. The dashboard updates revenue, expenses, profit, and cash flow in real time.
  4. Reports are generated on demand and exported to PDF or CSV.

Use cases

Gutter cleaning business: At month end, the owner opens the Money Dashboard, exports the P&L for the period, and sends it to the accountant. Sees service A margin at 45% but service B only 8% — decides to raise the price of service B.

Solo plumber: Logs fuel and materials as expenses throughout the month. On seeing profit per job, discovers small jobs (< $150) aren't profitable after drive time — sets a $200 minimum.

Pricing

Free on all plans — including Free. No transaction limits, no per-report fees.

Compliance & limits

  • Free on Free, Starter, and Pro.
  • Stripe sync: automatic, real-time.
  • Expenses: manual entry (bank integration on the roadmap).
  • Export: PDF and CSV, unlimited.
  • Data retention: transactions kept indefinitely while the account is active.

Last updated: July 12, 2026 · Applies to: DunaHub (US + BR) · Feature name: Money Dashboard