Where you stand

When you open Thalermark you land on Where you stand: one screen that answers the question you actually have. How is the business doing?

The four numbers

• Money in: what came in over the period you’ve picked.
• Money out: what went out.
• Owed to you: unpaid invoices, right now.
• Owed by you: unpaid bills, right now. Click it to see them.

The period switcher above them flips between This month, Last 30 days, and Year to date. The two “owed” numbers ignore it; they’re always right now.

Right now

Below the money row, a strip of counts shows what needs attention, and each one is a shortcut to the exact list:

• Overdue: invoices past their due date, “needs chasing.”
• Awaiting: sent invoices not yet due.
• Drafts: invoices you haven’t sent yet.
• Open estimates: quotes waiting on an answer.
• Accepted: estimates that said yes, ready to invoice.
• Not delivered appears only if an invoice email bounced or failed, so you find out from the dashboard, not from an awkward phone call.

Once you have a few months of history, a Billed by month chart appears too.

Who to chase

When customers owe you late, a Who to chase list names them, ranked by what’s overdue, worst first, with their track record spelled out (“paid late 2 of 5 times”). It’s straight arithmetic from your invoices, no AI involved, and it disappears entirely when nobody’s late.

Unusual spending

If a month’s spending jumps well above your usual, the dashboard says so in a sentence, overall or for a single category. Also straight from your numbers, no AI involved, and it only appears when something actually looks off.

What to watch

With AI connected, a What to watch section reads your cash flow and offers a few short observations, each one grounded in a real dollar figure from your books and tinted good, neutral, or warning. If AI isn’t set up, the section simply isn’t there.

Find anything fast

Press ⌘K (or Ctrl+K) anywhere in the app and start typing: a customer’s name, an invoice number, an amount, a word from a receipt memo. Search covers invoices, estimates, contacts, expenses, bills, jobs, and items.