Sales, labor and bank balances arrive on their own. Every figure says how sure it is.
You have read-only access. Ask an owner to make changes.
Cash
This pay period
Profit & Loss · year-to-date · from your Atlas categories
Sales & Deposits · year-to-date
Cash on Hand
Credit cards
Cheque scans
Upload the statement PDFs that contain cheque images. Atlas reads the payee off each cheque and matches it to the payment by cheque number and amount. You confirm before anything is written. The statement is kept — encrypted, and only ever shown when you open a transaction’s details — so you can look at the cheque itself later instead of taking the reading on trust.
Drop all your statements here — PDFs or the zips straight from the bank
The whole backlog at once is fine; zips are opened right here in your browser. Each file is read, matched, and the certain ones are written with the scan attached — the rest queue below for you. Already-imported files and already-filed cheques are skipped automatically, so re-dropping the folder is always safe.
Categories
Add a category
Category
Type
No categories yet — add Food, Beverage, Labor to start.
Transactions
No changes to save yet
Date
Amount
Account
Vendor
Category
No transactions yet — hit Sync now.
Auto-categorize rules
Auto-categorize rules
A rule is WHEN → THEN: when the bank memo contains your text (+ money in/out), then Atlas sets the vendor and/or category. It matches the real bank memo, never QuickBooks' labels; runs on every Sync and on Apply rules now; and only fills blanks — anything you set by hand stays put.
WHEN→THEN SET
WHEN bank memo contains
money
THEN vendor
THEN category
No rules yet. Add one above, or hit the small rule button on any categorized transaction to build one from it.
Cost by category
Category
Type
Amount
% of sales
Nothing categorized as a cost yet — head to Categorize.
Spend by vendor
Vendor
Category — applies to every transaction
Txns
Spent (out)
Received (in)
Net
No transactions in this range.
Costs you know about
Sales tax, rent, loan payments, insurance — anything on a schedule Atlas shouldn't have to infer. These go on the calendar as told, never as a guess.
Money going out
BillsLoan paymentsRecurring costsNot reviewed yet
Nothing scheduled or predicted in this window.
Needs review
Payment
How often
Typical amount
Last paid
Status
Recurring payments
Payment
How often
Typical amount
Last paid
Status
Nothing reviewed yet — classify what's above and it lands here.
The run building now
Where it's going
Pay runs · from QuickBooks payroll journal entries
Split payroll withdrawals into their real parts
Each lump-sum payroll withdrawal in your transaction list gets broken into wages + employer taxes (labor cost), tips (pass-through liability — not your cost), and fees. The parts add up to the withdrawal, so it's counted once and your labor % stays honest.
Unlike categorizing, this saves as soon as you click — there's nothing to submit afterwards, and Undo reverses it.
Payroll by location
Where payroll parts go · each part of a run is its own line, filed on its own
Pay date
Wages
Employer taxes
Labor cost
Tips
Fees
Bank withdrawal
Locations
No payroll found yet. Payroll is read from QuickBooks journal entries on Sync now — if it stays empty, your payroll may post differently and we'll map it.
Connected accounts · live from your bank
Live balances straight from your bank via Plaid, refreshed every two hours. QuickBooks' balances are never shown — they're the posted/book figure and are wrong when the books aren't reconciled. Connecting a bank, and refreshing on demand, live in Settings.
Connections
Connected the wrong login? Disconnect it here, then use + Connect another. If your bank signs you straight back into the same account, open the connect page in a private window (or log out at your bank's site first) — the bank remembers your session, not Atlas.
Atlas does this by itself every hour — this is for when you don't want to wait.
Feeds from the Hub · is data still arriving?
Pay period
Hub messages · notes between Atlas and the Hub's assistant
Add what you owe
Type the payoff figure you were quoted. Atlas never guesses these — a card balance moves hourly and a lender's payoff includes fees no transaction history can see.
Everything owed
Debt
Type
Balance
APR
Min / month
Nothing entered yet. Add a card or a loan above and the totals build as you go.
People
Review changes
Date
Amount
Vendor
Category
Payroll lines with no location
Payroll line
Account
Amount
Pick the bank debits
Date
Amount
Vendor
Category
Bank memo
Payment history
Date
Amount
Gap
Bank memo
Transactions like this
Date
Amount
Account
Bank memo
Category
Create an auto-categorize rule
Future transactions matching this get handled automatically. It only fills blanks — anything you set by hand stays put.