Money Master: your daily financial check.
Money Master is one card on your dashboard. It runs every morning, pulls the financial state of your operation, and tells you in plain language what changed and what needs attention.
What the card shows
Top line: today's revenue compared to yesterday and to the same day last week. Quick visual whether you're up, flat, or down.
Second line: today's expenses — anything DEF detected through your POS, bank feed, or expense captures.
Third line: net so far. Just the math.
If there's anything unusual — a payment that didn't clear, a charge above your threshold, a deposit you expected and didn't get — it shows as a coloured flag at the bottom of the card.
What "unusual" means
DEF flags four kinds of things:
- Threshold breach. A single expense above a number you set (e.g. anything over $500).
- Pattern break. Today's revenue is more than 30% off the same day last week, in either direction.
- Missed deposit. A recurring payment didn't land when expected.
- Stuck reconciliation. POS receipts and bank deposits aren't matching up for the day.
What to do
Click the card to expand it. The flag shows the context (the specific transaction, the comparable day, the source). You can:
- Acknowledge — yes, I know, it's fine. The flag clears.
- Investigate — opens a thread with your agent so you can ask follow-ups.
- Create a task — assign someone to dig into it.
Most days, Money Master is a quick green check. You glance at it, see nothing flagged, move on. The 1 in 10 days when it flags something, you've already saved the time you would've spent finding it yourself a week later.
Try it now
Open your dashboard. Find the Money Master card. Click into it. Look at today's numbers. If there's a flag, read its context.
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