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Capabilities/Accounting & Compliance

Books clean, audits ready — without an in-house accountant

Track every expense, reconcile your bank account, log mileage, manage 1099s, and generate financial reports. Plus trade-specific compliance tools for EPA refrigerant logs, electrical licensing, and more.

Every expense captured
Books reconciled fast
Tax season ready
Trade compliance built in
Get StartedStarting at $50/mo

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Built for how you actually work

Expense TrackingLearn more →
🔒app.hero365.ai/business/accounting/expenses
Hero365
Search...
DateVendorCategoryAmount
Mar 20
Ferguson Supply
Parts
$342
Mar 18
Shell (Fleet)
Fuel
$87
Mar 15
Home Depot
Materials
$156
Mar 12
Johnstone Supply
Parts
$624
Bank ReconciliationLearn more →
🔒app.hero365.ai/business/cash
Hero365

Cash Position

$24,180

+$3,200 this week

Outstanding A/R

$8,450

4 invoices open

Collection Rate

94.2%

vs 88% last month

Overdue

3

$2,100 at risk

Revenue — Last 6 Months

+11% MoM
Oct
Nov
Dec
Jan
Feb
Mar
$18K$21K$19K$24K$28K$31K

Recent Payments

View all →
S

Sarah Chen

AC System Install

$3,200

paid
M

Mike Torres

Maintenance Visit

$450

paid
O

Oakwood Apts

HVAC Replacement

$8,400

pending
J

J. Williams

Furnace Repair

$890

overdue
Tax ComplianceLearn more →
🔒app.hero365.ai/business/accounting/expenses
Hero365
Search...
DateVendorCategoryAmount
Mar 20
Ferguson Supply
Parts
$342
Mar 18
Shell (Fleet)
Fuel
$87
Mar 15
Home Depot
Materials
$156
Mar 12
Johnstone Supply
Parts
$624

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