Roam Energy
Client Report  ·  v3.2.0
INTERNAL VIEW All Clients
A
Roam Energy
XeroAll ClearHealth score: 95/100
Period: 2026-01-01 to 2026-06-12  ·  Updated …
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AR Outstanding
$0
0 open invoices
AP Outstanding
$0
0 open bills
Revenue YTD
$1,170,349
Net Income
$0
Last Reconciled
Never
Bank & credit card
Issues Found
1
0 error · 0 warning
☼ Morning Briefing

Engagement Setup
June 2026
0/0
Pre-Close
June 2026
0/0
Close
June 2026
0/0
Ad Hoc
0 open
0/0
Engagement Team
⭐ Engagement Lead
Not assigned
👥 Assigned Team Members
None assigned
📌 Reminders
0
No reminders yet.
P&L Trend — Last 6 Months
📈
Click Load Chart to fetch 6 months of P&L data from QBO
Internal Notes
Saved ✓