Teams & Tools

Credit Card Command Center

A visual monthly view of balances, due dates, payments, available credit, and finance charges across Jonathan’s business cards.
Recorded statement balances
$0.00
Available credit
$0.00
Payments to review
$0.00
Checks still needed — confirm amounts with issuers
Finance charges
$0.00
Latest recorded statement for each card

Payments due / verify this month

Monthly calculations, not automatic paymentsBRO helps review figures and due dates, but never makes payments. Verify all information against issuer statements.
Due soonOverdue$0 — verify

Monthly statement checklist

This section follows STATEMENT months (an October statement may have a November payment due date). The blue section above follows PAYMENT due months. Save the PDF in OneDrive and reconcile in QuickBooks when applicable.

Checking monthly records…
Due dates shown as expected are estimates based on the card’s normal due day. Always use the issuer’s statement to confirm the actual due date and payment status. The minimum payment is optional in BRO. A recorded payment does not mean the statement was paid in full.

Your cards

Use cards for a quick glance or Monthly table to see every card for one selected month in due-date order. Click any card or completed table row to open that card's full month-by-month table.

Add card

Store only non-sensitive management details.

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Keep sensitive details out of BRO.Do not enter a password, full card number, PIN, or security code anywhere, including notes.

Card details

Monthly statement history and payment tracking.

Monthly update

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Estimated values are not bank confirmations.Use the PDF to confirm the due date, payment status, and balance. BRO suggests the minimum payment when available, but does not require it. If no statement was issued, cancel this form and choose No statement issued from the monthly checklist.

Complete this month in one visit

1. Open the card issuer website, download the PDF statement, and make or schedule the one-time payment manually. 2. Save the PDF to your OneDrive credit-card folder. 3. Record the figures and payment reference below. 4. Reconcile in QuickBooks Desktop.

Open issuer website

Payment stays manual. This screen cannot submit a card payment, retrieve bank statements, or verify the live issuer balance.

Read monthly statement (PDF or image)

Choose the original statement PDF, or a PNG/JPG scan. BRO reads typed text and can use on-device text recognition for image-based invoices such as Shell Fleet Cards. It fills recognized amounts for your review; no document is uploaded or saved in BRO. Check every figure before saving.

No statement selected. For small or blurry scans, BRO may not recognize all figures; manual entry remains available.

Or paste statement text instead (optional)

Copy the text from your PDF statement and paste it here. BRO reads recognizable summary labels on your device only; it does not store the pasted text. Check every suggested amount against the PDF before applying it.

BRO calculated balance
Previous + purchases − payments − credits + finance charges + adjustments$0.00
BRO tries to read this from the PDF. If it cannot, leave this blank; saving does not require it.

Download and save the PDF yourself; BRO saves only its link, not a second copy. Use a restricted/private OneDrive link, never an “Anyone with the link” public share.

Verify the payment status and due date on the actual statement. Minimum payment is optional.
QuickBooks reconciliation is manual and tracked separately for each month; only check after finishing it.

Monthly issuer check

No statement issued

Use this only after checking the card issuer website and confirming BOTH that no statement was issued for this month and that no payment is currently due.

This is a monthly review, not a $0 statement. BRO will not create a statement, charge, payment, or PDF requirement.

Open issuer website ↗