Monthly snapshots

/finance/snapshots is a single-form-per-month entry surface for the financial figures OtiumWork can't derive from time tracking alone:

Field	What it means
Revenue	Actual revenue recognized in the month (whatever your accounting method calls it)
Expenses	All expenses — salaries, contractors, rent, software, etc.
AR balance	Accounts receivable end-of-month (what customers owe you)
AP balance	Accounts payable end-of-month (what you owe vendors/contractors)
Cash on hand	Bank balance at month-end
MRR	Monthly recurring revenue (subscription contracts)
Notes	Free-text — one-time events, anomalies, anything future-you needs to remember

What it computes

From two consecutive months of entries:

• Net income = revenue − expenses (current month)
• MRR / ARR — ARR = MRR × 12
• Revenue growth % vs previous month
• MRR growth % vs previous month

KPI strip at the top shows the latest snapshot at a glance; history table below shows the trend.

Workflow

Once a month (typically after closing the books):

1. Open /finance/snapshots
2. Click "+ Add or update a month"
3. Enter the figures (any field can be blank if not relevant)
4. Save

The form upserts on (company, month) — re-submitting an existing month overwrites it, so you can correct in place.

Why manual?

Because the source of truth for AP/AR/cash/MRR is your accounting system (QuickBooks, Xero, Stripe), not OtiumWork. We don't want to reinvent the ledger. The snapshot table gives you a quick exec dashboard now; QuickBooks/Stripe integrations to auto-fill it are on the roadmap.

Tips

• Enter the same handful of fields each month for trend continuity.
• Round to whole dollars — precision isn't the point at this level.
• Use the Notes column for "Q4 includes a one-time refund of $X" — saves hours of detective work later.