LENDER · PORTALLIVE
Loan portfolio overview
48 active loans · live covenants$124.6M outstanding · 12 counties
Run your farm finances on one platform.
Drop your bank CSV. Get a season-long picture of cash, line, spend, and Schedule F — the same numbers your loan officer sees. No spreadsheets, no double entry, no surprises at tax time.
HOME · WHEATLAND ACRES
Home overview
Season · 2026Updated 5m ago
Cash on hand$184,302+$12,840
Operating line used70% used$420k / $600k
Season spend$312,580+8.4% YoY
Active alerts2 open2 medium
Spend by category · 2026SEASON · YTD
L01Feed purchased
$86,400
L02Chemicals
$64,120
L03Fertilizer
$52,300
L04Repairs
$38,750
L05Fuel
$28,950
L06Seed
$22,400
L07Custom hire
$18,960
Active alerts2 OPEN
Cash reserves below thresholdOperating cash fell under $200,000
Fuel spend pacing +21% YoY8 categories trending over plan
NUMBERS · LIVE STANDARD
Every season. Always up to date.
Home overview is the only screen most operators need. Cash, line, spend, pace, and alerts — each tile is a click into the underlying truth.
01+$12,840
Cash on hand$184,302Latest closing balance with a 30-day delta.0270% used
Operating line used$420k / $600kDrawn against the approved line plus remaining headroom. Forecast pictured in real time.03+8.4% YoY
Season spend to date$312,580Total visible season spend with year-over-year comparison.042 medium
Active alerts2 openUnresolved alerts on cash, line, or spend. Set how you act on your spend.YOUR SEASON ON A TIMELINE
Watch your spend evolve, week by week.
Scrub the season. Hover any week to see the Schedule F breakdown. Switch ranges to compare against last year. See exactly when fuel went up, when feed went down, and what landed on which line.
TOTAL SPEND$258,550
-12.8% YoYvs. $296,500 prior
Apr 1
Sep 9
SCHEDULE F LINES
L01Feed purchased
L02Fuel
L03Chemicals
L04Fertilizer
L05Repairs & maint.
OPERATING CASH FLOW
Cash balance · operating account · against the $600,000 line$224,900$-43,100 vs. Apr
AprMayJunJulAugSep
Cash balance
Line limit · $600,000
Cash floor · $180,000
THE ENGINE · ONE SEASON
From transactions to spend insights to Schedule F. No spreadsheet in between.
Drop CSV hereor browse · bank statement, AR/AP, ledger export942 TRANSACTIONS CATEGORIZED
Drop a CSV. Done.
An ordinary bank file. Then a full backup quietly drops earnings from prior uploads. Unknowns flagged through to a plain-language column mapper.
Cash below $200kL01· CASH HOLD < $200K
Chem spend +18% paceL03· CASH HOLD < $200K
Repairs trending highL08· CASH HOLD < $200K
Plain-English warnings.
Every visible transaction lands on its Form 1040 line. None of it as PDF, all of it as data — searchable, exportable, audit-ready.
Five charts you actually read.
Spend breakdown, cash vs. line utilization, weekly inflows/outflows, and spend pace vs. plan. Every chart, four taps deep, three input requests deep.
SPEND BY LINE
L01Feed
$86,400L02Chemicals
$64,120L03Fertilizer
$52,300L04Repairs
$38,750Drill into any category.
Sort by line. Filter by a season. Export merchants. Every transaction expands to show its receipt, its merchant, and its tag — three clicks, no exceptions.
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