The monthly report that answers 202 questions about your business — automatically

You're making decisions in the dark. Here's why.

Your accounting software knows what you earned. Your CRM knows who your leads are. Your ad platforms know what you spent. Your payment processor knows who paid.

But no single tool knows all of it. So you're left stitching spreadsheets together, guessing which ads actually produce paying customers, and hoping nothing falls through the cracks.

Here's what "flying blind" actually costs you:

• Invoices going overdue because nobody's tracking them across systems
• Ad spend on campaigns that get clicks but produce zero paying customers
• Leads your team never followed up on — revenue that evaporated silently
• Customers leaving without warning, because the signs were in a system nobody checked
• Budget decisions based on what Google claims happened, not what your bank account shows

The problem isn't your tools. The problem is that each tool has partial information, and no tool has the whole picture.

Bottomline gives you the whole picture — in one sentence

No jargon. No dashboards to check every day. No MBA required. You connect your tools once — about 10 minutes — and every month, Bottomline builds you a plain-English report that shows what happened, what it means, and exactly what to do next.

See the full sample report →

Six things no single tool can show you

↑ Real data from the Bottomline demo report. Platforms overclaimed by 75% overall.

See all six in action →

8 leads never got a follow-up call. That's $39,200 in lost revenue.

Your CRM has the leads. Your accounting has the invoices. But nobody connects them. Deals fall through the cracks silently.

Last month you said you'd collect that invoice. Did you?

Most reports tell you what happened. Bottomline also tracks whether you acted on it.

Connect once. Get clarity every month.

No dashboards to check. No reports to run. Here's exactly what happens once you sign up:

Will this work for my business?

"I only use QuickBooks and Google Ads."
That's enough. Even two systems reveal whether your ad spend produces paying customers.

"I don't run ads."
Cash flow forecasts, overdue receivables, churn patterns, and broken journeys have nothing to do with ads — and that's where many of the biggest insights live.

"My accountant already handles this."
Keep your accountant. Bottomline gives both of you the connection between financials, CRM, and marketing. Accountants love it.

"I'm not technical."
"You made $127,000. You spent $78,400. You kept $48,600." If you can read that, you can use Bottomline.

"My data is a mess."
Everyone's data is a mess. That's the whole reason this exists. Bottomline tells you exactly where the gaps are, what they cost, and how to fix them — starting with the biggest dollar impact first.

"I've tried dashboards before and stopped checking them."
So did we. That's why Bottomline isn't a dashboard — it's one report that lands in your inbox on the 1st. Read it in 5 minutes, act on what matters, close the tab. No daily check-in required.

Why I built this

I'm Paul Dalton. I built Bottomline because I've been building versions of it for clients for years.

Every time, the same request: “Can you pull all our tools together so we can actually see what's happening?” QuickBooks, CRM, Google Ads, Stripe. Every system telling a different story, and whichever story got told loudest in Monday's meeting became the plan.

So I'd stitch the data together, reconcile it, and turn it into one honest report. And every time, the same thing happened: the numbers leadership had been making decisions on turned out to be wrong. Campaigns being scaled were losing money. “Best” customers were the slowest to pay. Growth on one dashboard was churn on another.

After doing this enough times, the pattern was impossible to ignore. Most small and mid-sized businesses are flying blind every day, and they know it. They can't afford a finance team. They can't justify a fractional CFO. They rely on whichever dashboard shouted loudest last week.

I'll be straight with you: I haven't run a small business myself. What I have is years of being the person companies brought in when they finally wanted the truth, and every time, the truth was worth finding.

Bottomline is that tool, built once, properly, for every business that needs it.

— Paul Dalton, Founder

How is this different from what I already have?

Bottomline doesn't replace your accountant or bookkeeper, and it's not financial advice. What it does is pull data from your accounting, CRM, ads, and payments into a single view so you can see the relationships between them. The work that used to take hours of spreadsheet wrangling shows up in one report, already done, once a month.

Every month without visibility is a month the leaks continue

One collected overdue invoice pays for a full year of Bottomline.

Common questions