Bookless Startup

Run the company.
See what’s ahead.

Bring cash, forecasts, people and plans into one workspace. Understand what a hire, a delayed deal or a new expense means for the months ahead.

Connects to QuickBooks Online and Xero.

Good morning. Here is what needs attention.

Rialto · September 16, 2026

Company view

Company snapshot

The one-minute read across the company.

Financials through August 31
Cash
$3,817,46223.0 mo estimated runway
Revenue
$250,847August revenue
Pipeline
$418,650Qualified pipeline
Team
24 people2 roles planned
Decisions
1 approvalHiring plan

Operating watchlist

The few things worth your attention today.

3 items
People
2 proposed hires ready for reviewCosts, start dates and the hiring plan in one place.
Review plan
Capital
August investor update sharedDelivered 12 days ago · Financial results and operating progress.
Open update
Growth
Pipeline moved below plan$418,650 qualified pipeline against a $500,000 target.
Review growth

As the company grows

Stop carrying the company in your head.

A hiring decision touches your cash plan. A missed sales target changes your next quarter. Keep those connections visible as the company grows.

Across separate tools

  • Rebuild a cash forecast when the hiring plan changes
  • Chase the latest documents before a board meeting
  • Carry follow-ups and open questions in your head

With Bookless Startup

  • Compare actual results with your plans in one workspace
  • Keep documents and investor updates with the company’s records
  • Give your team clear owners and next steps

Inside Bookless Startup

The work of running a growing company.

Plan your cash, keep company knowledge organized, and prepare investor updates from the work already in your workspace.

01Financial planning

See the cost of the next move.

Model revenue, salaries and new expenses against your actual results. See what your plan means for cash and runway before you commit.

Financial overviewAugust 31
Cash$3.82MAugust closing balance
Runway estimate23.0 moAt recent net cash burn
Cash projectionNext 12 months
August 2026 · $3.82MAugust 2027 · $1.82M

June 2026–August 2026 net cash burn of $166,247/mo, held constant.

02Company knowledge

Give the team a shared memory.

Keep agreements, policies and essential documents organized, with access for the people who need them. Spend less time answering the same questions or tracking down the right file.

Company library24 items
§Shareholder agreementGovernance · verifiedReady
▤Investor data roomCapital · 12 documentsReady
◎Access registerCompany · 3 ownersReview
+ Add company knowledge

03Investor updates

Tell the story once. Keep investors current.

Use your financial results and operating progress to prepare updates and board materials. Review what you share and give investors a consistent place to find it.

August investor updateShared with investors

Highlights

$250,847Revenue
$3.82MCash
24People
Delivered 12 days agoView update

Your AI assistants

Ask the questions behind the plan.

Eli and Milo work with the information in your Bookless account. Available to account admins.

01

Can we afford the hires?

Ask Eli to work through cash, hiring and fundraising questions using the financial and operating information in your workspace.

02

Where is pipeline slipping?

Ask Milo to review deal health, stalled opportunities and which prospects need your attention.

03

What changed since last time?

Return to previous conversations as your plans develop. Revisit the assumptions and work through the next question.

Accounting and Startup

Works with the books you use today.

Bookless Startup works with QuickBooks Online and Xero today. Bookless Accounting is a separate product in development, designed to bring the business behind each number into the accounts.

Run the company

Bookless Startup

Forecast cash, organize company information and keep your team and investors informed.View Startup pricing

The accounting foundation

Bookless Accounting

A standalone ledger connecting transactions with their evidence, business context and accounting treatment.Explore Accounting

Bookless Startup

Bring your next decision into focus.

Connect your books, build your forecast and bring the team into one workspace. Start with the part of the business that needs you most.