Savi Tools

List the outstanding (sent, viewed, or overdue) invoices with aging buckets and the oldest one. Answers "who still owes me money, and how old is the oldest invoice?"

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Total business miles and IRS mileage deduction for a calendar year, with a per-type breakdown. Answers "what is my mileage deduction so far this year?"

Search the subscriber’s own contacts by name, company, industry, or profession. Returns each match with phone/mobile/email, title, company, industry, tags, and relationship history. Answers "I am about to call the Chens, what is our history?" and "list my real-estate contacts with their phone numbers." Contacts flagged doNotShare asked not to be passed along.

Rolodex overview: how many contacts the subscriber has, how many have a phone or email, and the top industries and tags. Answers "how many contacts do I have?" and "what industries are my contacts in?" Use get_contact_history to look up specific people.

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One-look snapshot of the business right now: money in, money out, net, outstanding invoices, bills owed, and how much tax to set aside. Answers "how is my business doing this year?"

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Estimated annual and quarterly tax to set aside, the IRS safe-harbor minimum, and the next payment due date. Answers "how much should I be setting aside for taxes and when is the next payment due?"

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Total revenue with month-by-month and by-client breakdowns and any direct deposit income. Answers "how much have I made this year and who are my top clients?"

Full detail for one invoice — status, amounts, line items, payments, and balance due — found by invoice number or client name. Answers "what is on invoice 1042?" or "what does the Acme invoice still owe?"

List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"

Total expenses for a year with by-category and by-month breakdowns. Answers "what did I spend on software this year?" or "where is my money going?"

List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"

All business costs for a period — expenses, mileage, and contractor bills — with by-category and by-month breakdowns. Answers "what were my total costs last quarter?"

List the contractor/vendor bills the business still owes, with balance due and how overdue each is. Answers "what bills do I still need to pay?"

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Revenue vs. costs, net profit, and margin over a period, optionally broken down by client. Answers "am I profitable this year?" or "which client is most profitable?"

Deductible costs mapped onto the lines of the tax return the business actually files (Schedule C, 1120, 1120-S, 1065, or 990), with entity-aware treatment (meals at 50%, etc.). Answers "what are my deductions this year and where do they land on my return?"

Summary of the 1099-NEC amounts owed to contractors for a tax year, per vendor and in total, with the filing deadline. Answers "which contractors need a 1099 this year?"

List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"

A single client’s summary: total invoiced, paid, outstanding, expenses, active projects, and last invoice date. Answers "how much has Acme paid me and what do they still owe?"

List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"

A single project’s summary: hours logged vs. budget, billable hours, expenses, and mileage. Answers "how many hours are left in the Acme redesign budget?"

Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"

Cash position from bank activity: money in, money out, net, and how many transactions still need review. Answers "how much cash has moved through my accounts?"

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List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"

Progress toward the subscriber’s business goals: each outcome, its success signals, current vs. target, and percent complete. Answers "how am I tracking against my goals this year?"

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The business’s own profile: legal name, entity type, the tax return it files, accounting method, fiscal year, industry, and address. Answers "what tax form does my business file and what is my fiscal year?"

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