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Capabilities/Financial Management

Know where every dollar goes — and when it's coming in

From cash position to bank reconciliation, Hero365 gives you a complete financial picture without needing a bookkeeper for the basics. Accept payments on-site, track every expense, and close your books in minutes.

Get paid faster
Close books in minutes
Always tax-ready
Clear financial picture
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Built for how you actually work

Cash DashboardLearn 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
Payment ProcessingLearn 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
Invoicing & PaymentsLearn more →
🔒app.hero365.ai/business/sales/invoices
Hero365
Search...
InvoiceCustomerAmountStatus
#1042
Sarah Chen
$3,200
paid
#1041
Oakwood Apts
$8,400
overdue
#1040
M. Torres
$450
sent
#1039
J. Williams
$1,850
paid

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