WebGo Bookkeeper Guided Demo V1
DEMOREAD ONLYSAMPLE DATA
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A • Operating Center

Your bookkeeping, organized from A to Z.

One secure operating center for daily bookkeeping, people, records, payroll support and Tax-Ready organization.

Books status92%Tax-Ready
Matched activity184this month
Needs review7Sofía queue
Close targetAug 31on schedule
CaptureReceipts • Bank • POS
→
OrganizeSofía dispatch
→
ReviewDaily bookkeeping
→
DeliverTax-Ready folder
B • Business Cloud

One company. Every branch under control.

Each location keeps its own detail while Company Main receives clean consolidated totals.

COMPANY MAIN

WebGo Demo Coffee LLC

3 branches • 1 consolidated ledger

● Healthy
BRANCH 01

Downtown

POS + Bank matched

$42,860
BRANCH 02

Airport

2 items to review

$31,420
BRANCH 03

Mobile Unit

Daily close received

$18,905
C • Smart Capture

Send it once. WebGo keeps the trail.

Receipts, invoices, statements and daily close packages enter one controlled intake queue.

☁

Drop documents here

Disabled in demo • no upload leaves this screen

PDF08-19 Vendor Receipt.pdfSample • $184.27Captured
CSVDowntown POS Close.csvSample • 236 salesCaptured
D • Sofía Dispatcher

Sofía routes every item to the right place.

She suggests category, company, branch and review priority while preserving the original document.

INCOMING SAMPLE

Office Depot • $184.27

Receipt recognized • Aug 19

→
SOFÍA SUGGESTS

Office Supplies

Downtown • Operating expense

96% confidence
→
HUMAN CONTROL

Ready for review

No automatic posting

Approval required
E • Bank & POS

Reconcile the money trail without losing branch detail.

Bank activity

Sample
Opening balance$38,140.22
Deposits+$12,802.40
Payments−$8,972.18
Ending balance$41,970.44

POS close

Aug 19
Gross sales$4,820.60
Tips$622.40
Fees−$148.26
Deposit expected$5,294.74
✓ $5,294.74 matchedBank deposit ↔ Downtown POS close
F • Daily Bookkeeping

A clean daily ledger, with exceptions made visible.

DateDescriptionCategoryAmountStatus
08/19Downtown POS depositSales income$5,294.74Matched
08/19Office DepotOffice supplies−$184.27Reviewed
08/18City UtilitiesUtilities−$612.09Reviewed
08/18Bank transferNeeds category−$950.00Review
G • Records Cloud

Every number keeps its supporting record.

The accountant, owner and authorized reviewer can follow the history without changing the original evidence.

📁20268 monthly folders
📁August19 daily packages
📁Bank & POS38 source files
📁People12 controlled profiles
1Original captured2Sofía classified3Human reviewed4Tax-Ready linked
H • Tax-Ready

Know what is ready before tax time arrives.

92%ready

Tax-Ready score

Books organized, not filed.

ESTIMATED DEDUCTIONS$24,680

Sample classification summary

TAX RESERVE$18,400

Owner-selected planning target

WebGo organizes records and produces Tax-Ready support. It does not prepare, sign or file tax returns unless a qualified professional is separately engaged.
I • People Cloud

Employee and contractor records, clearly separated.

AM
EMPLOYEE • SAMPLE

Ana Morales

W-4 ✓ • I-9 ✓ • Direct deposit •••• 4821

Complete
JT
CONTRACTOR • SAMPLE

Jordan Tech LLC

W-9 ✓ • 1099 tracking active

Complete
LR
EMPLOYEE • SAMPLE

Luis Rivera

W-4 ✓ • I-9 requires review

Review
Sensitive identifiers are masked in the interface and encrypted in the licensed secure vault.
J • Payroll Center

Payroll support without mixing employee and contractor obligations.

PAYROLL SUMMARY • SAMPLE

August 16–31

Gross payroll$18,420.00
Employee deductions−$2,908.44
Employer costs$1,742.80
Net payroll$15,511.56
CONTRACTOR TRACKING • SAMPLE

1099 readiness

Active contractors4
W-9 complete4 / 4
Reportable YTD$31,805.00
Exceptions0
K • Reports & Delivery

A clean handoff for the owner and tax professional.

✓Profit & LossJan–Aug 2026
✓Balance SummaryAs of Aug 20
✓General LedgerWith source links
✓Tax-Ready FolderOrganized support
✓1099 SummaryContractor review
✓Open Questions7 review items
Z • Ready for the real system?

Your demo stayed safe. Your next step is activation.

No document was uploaded, no data was saved and no banking connection was opened during this tour.

✓ Guided A–Z tour✓ Sample data only✓ No operational access✓ Licensed activation required
WEBGO BOOKKEEPER V5

Activate the complete licensed operating center

Return to the secure activation screen and enter the serial issued for your domain and installation.

Go to secure activation →
SOFÍA • GUIDED DEMO

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