Financial Overview

All accounts

Financial summary

At a glance

Net Worth
—
Liquid Cash
—
Spending
—
Health Score
—
Next best action

Guidance for today

Needs attention

What needs a decision

Command Center Live
Cash flow intelligence

Money movement and runway

Optional cash-flow view after the daily review is handled.

Cash Flow Intelligence
Cash River Intelligence Cash Bridge 1M 6M 1Y All
Total Income—
Total Expenses—
Net Income—
Savings Capacity—

Connect accounts to view cash flow

Upcoming pressure

Health and near-term forecast

Financial Health—
—
Connect accounts
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Connect a bank account to calculate your health score
Cash Flow Forecast90 days

Connect accounts to view forecast

Secondary insights

Context for the next review

Recent Transactions
Budgets

Transactions

Ledger review queue
0 selected
TransactionClassificationStatus & EvidenceAmount
⌨ ↑↓ Navigate   Enter Open   Esc Close   Space Select

Budgets

Category Plan
Budget MapLive

Connect accounts to see spending breakdown

Budget RhythmMonth
Savings Moves0
Monthly CloseoutReview

Investments

Portfolio Value
—
Day Change
—
Total Gain/Loss
—
Unrealized G/L
—
Dividend Income
—
Investment Command Center Review
Portfolio Quality--/100
Investment Review Queue0
Target Allocation & DriftUser set
Portfolio Performance
1W 1M 3M 1Y All
Asset Allocation
Investment Activity From TransactionsLive
Holdings & Balance Positions
Sector Allocation
Account Breakdown
Dividend Income
Smart Insights
Investment Goals
Net Contributions

Subscriptions

Review recurring charges and decide what becomes a tracked subscription.

Subscription SummaryReview
Confirmed Subscriptions

Auto-detected and user-confirmed subscriptions tracked in monthly commitments.

Monthly Cost Breakdown
Renewal Calendar
Budget Reservation Sync
Live
Planning workspace

Monthly plans forecast automatically. Progress counts when transactions, accounts, investments, or manual entries provide auditable evidence.

Goal Plan

0 goals

Contribution Feed

Auditable

Audit Trail

Sources

Funding Rules

User controlled
Reporting workspace

Reports

Generate accountant-ready summaries, exports, and review packets from your ledger.

Next reporting actions

Readiness

Generate a report

Uses current ledger evidence

Invoice Match Center

0 ready

OCR Intake

Receipts

Receipt Match Center

0 ready

Report Library

Exports

Connected Accounts

Debt Payoff

Track debt balances, payments, and payoff options.

Debt Accounts 0
Recent Debt Payments 0
Payoff Strategy Estimated
Expense review workspace

Expenses

Review receipts, business use, deduction candidates, reimbursements, and vendor evidence before they feed reports and tax planning.

Expense overview

What needs review

Classify each expense, attach supporting evidence when needed, then mark it ready for reporting.

Total expenses0$0.00 reviewed in this scope
Needs review0Classify or resolve ledger context
Missing receipts0May need supporting evidence
Business / billable0Expense context for reports
1Classify expense
2Add receipt
3Mark tax, billable, or reimbursable context
4Send to reports
Expense review queue Start with the items that need classification, receipts, or report context.
0 open
Action buckets Use these to focus the queue by the kind of work needed.
0 buckets
Vendor evidence Vendors with repeated expenses or missing evidence.
0 vendors
Branded invoice workspace

Invoice Studio

Create polished invoices, save your logo and business details, draft faster with smart assistance, and send secure payment links when payments are connected.

Smart DraftReady
Business ProfileRemembered
Saved logos are used on invoice previews and PDFs.
Invoice Builder0
Line ItemsQty x rate builds the payable total
Live Preview$0.00
Invoice Pipeline0
Tax readiness estimate

Tax Center

Vezra estimates W-2, 1099, business, or mixed-income federal tax readiness using current 2026 federal thresholds and source links. Potential deductions stay separate until reviewed.

Planning support only. Final filing decisions should be reviewed by the user or a tax professional.

Tax ProfileEditable estimate
Tax Command OverviewNext best action
AI ExplanationCode ready
Federal Estimate2026 estimate
Suggested ReserveCash-flow aware
Quarterly Estimated Tax PlannerForm 1040-ES
Scenario Planner
Invoice-to-Tax ImpactStripe estimate
Tax CalendarEstimated payments
Business Deduction Candidates0
Schedule C ReadinessSole proprietor
Source-linked Deduction GuideReference
Receipt ReadinessEvidence
Receipt Export PrepAccountant export
Payment TrackerEstimated tax
Payment Readiness Checklist
Tax DocumentsEstimate inputs
Tax Packet Checklist
Accountant ExportTax Packet
Source LibraryIRS / SSA
Assistant workspace

Vezra Assistant

Ask questions about your ledger, review suggested actions, and approve changes before anything is applied.

Ready User-approved actions only Grounded in ledger data
Investment boundaries Vezra AI uses investment data for portfolio visibility and net-worth tracking only. It will not provide buy, sell, hold, trade timing, ticker-pick, or target-price recommendations.
Next actions

Compact review queue for ledger, receipt, tax, subscription, invoice, and cash-flow work.

Scanning
Ask Vezra Grounded in ledger data

Settings

Cash & Equivalents
85.2% of portfolio
💳
Transaction
Details

Connect Account

Select your financial institution to get started:

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Vezra Bot
Quick answers · Vezra data