Stop juggling 6 tabs. Start with one clear view of what matters.
Know what your business needs today.
Daymark is a personal business assistant for solo operators. It starts with clean books and cash clarity, then surfaces the signals that matter across your clients, inbox, calendar, invoices, quotes, renewals, and follow-ups.
Free during the feedback phase. No credit card required. The snapshot opens the Daymark QuickBooks health check on Walden Ltd's secure setup page. Send feedback →
Daily signals
Mostly steady, with 3 items to handle
Signals to handlePrioritized
Overdue invoiceNorthwind Consulting — $4,200 — draft follow-up ready
Quote leakageRidgeline Studio - $12,400 - no reply in 11 days
RenewalBusiness insurance policy expires in 18 days
TodaySample data
Cash looks stable if expected payments land this week. The oldest open invoice, one high-value quote, and an upcoming renewal deserve attention before noon.
5 unread client emails2 calls3 open tasks
82
QuickBooks healthGood - your books are current
- Reconciled through last month
- A/R & A/P up to date
- 2 uncategorized transactions
- No negative inventory
Illustrative daily view · sample data
Why I built it
I built Daymark because I run a one-person business too. Every morning I was signing into email, my calendar, QuickBooks, and a half-dozen other sites just to figure out where things stood. So I made the tool I wanted: one place that shows me the signals that matter before the day gets away from me. Scott GriswoldFounder, Walden Ltd
Why it works
Outcomes first, not AI theater.
The right signals surface
Important client email, overdue invoice, stale quote, upcoming bill, expiring policy, calendar commitment: Daymark brings the marker into view before it becomes a problem.
The numbers get trustworthy
QuickBooks health, receivables, payables, cash position, and uncategorized transactions move from background anxiety into a daily operating picture.
The owner stays in control
Daymark can draft, organize, and point you toward the next useful action, but nothing goes out and nothing changes in your books without your approval.
One window, not six tabs
What Daymark keeps watch over every morning.
Gmail tab×
Outlook tab×
Zoho tab×
Calendar tab×
Quotes & follow-ups×
QuickBooks login×
Open one desktop app instead of rebuilding your business picture from scratch every morning.
The guessing game
You cannot run the business from a bank balance.
Your bank account shows a number. It does not show what is owed to you, what is due, which quote has gone stale, or whether the books behind it are clean enough to trust.
A balance isn't a position
Your bank balance doesn't tell you what this week's receivables, bills, and commitments will actually do to it.
Numbers you can't fully trust
Are the books current? Is that figure real? When you're not sure, every decision is a guess.
Money that quietly slips
Invoices age and proposals go cold while you're busy doing the actual billable work.
Scattered across six places
The real picture is spread across QuickBooks, your inbox, your calendar, your files, your notes, and your head - so you never see it whole.
QuickBooks is built for taxes
Balance sheets and ledgers keep your accountant happy, but they don't tell you how to run today.
The awkward follow-up
Chasing an overdue invoice or a stale quote feels like a chore - so it slips, and the revenue slips with it.
How it works
Start with orientation, then act.
A daymark is a visible navigation marker. It does not steer for you; it helps you see where you are and make the next good decision. Daymark does the same for your workday.
- 1Link your systems
Connect QuickBooks Online, your email, and your calendar in a few minutes.
- 2Review today's signals
See clean-book issues, cash position, upcoming bills, overdue invoices, stale quotes, and important client context in one picture.
- 3Close the loops
Approve drafts, follow up, create events, and clear the handful of items that actually need you today.
First superpower
Start with numbers clean enough to trust.
Small business owners do not need more reports. They need to know whether QuickBooks is current, whether cash is real, what is owed, what is due, and which money signals need attention today.
QuickBooks health
A scored check on whether your books are current and clean, with a practical PDF audit report.
Cash clarity
Cash plus receivables minus payables, with a visible breakdown and warning line.
Receivables and payables
See what clients owe, what you owe, and which items are aging.
Quote leakage
Surface open quotes and proposals that have gone stale before revenue quietly slips away.
90-day outlook
See 30-, 60-, and 90-day planning estimates based on available connected data.
Valuation readiness
Track buyer-confidence signals: clean books, cash confidence, customer follow-through, and the operating discipline lenders or acquirers expect to see.
Integrations
Connect the systems solo operators already live in.
Daymark starts with QuickBooks and the communication tools that hold the operating context around your clients, quotes, tasks, and calendar commitments.
QuickBooks Online
Gmail
Microsoft Outlook
Zoho Mail
Google Calendar
Microsoft Calendar
Follow-through
Turn signals into the next useful action.
When an invoice ages, a quote goes cold, an important email lands, or a policy renewal approaches, Daymark brings it forward. It can prepare the draft or the reminder, but you review, approve, and stay in control.
DetectPrioritizeDraftReviewSend or copyTrack
Pricing
Free while the product is being shaped with real operators.
Daymark is free during the feedback phase because the goal right now is learning what solo operators actually need day to day.
Feedback phase
$0
No credit card required. Simple flat-rate pricing is planned before paid availability, with advance notice for early users.
Get your free daily snapshotFAQ
Quick answers before you try it.
Is Daymark an AI chatbot?
No. Daymark is a daily operating view. It may help prepare drafts and summarize signals, but the product is built around outcomes: clean books, clear cash, and follow-through.
What if I do not use QuickBooks?
The workspace still helps with email, calendar, tasks, clients, documents, and follow-ups. QuickBooks is the financial layer that unlocks book health, cash clarity, receivables, and payables.
Is my data secure?
Daymark is local-first. Your business context is stored on your machine, credentials are isolated, and owner approval is required before drafted follow-ups are sent.
Why does the snapshot open a Walden Ltd page?
Walden Ltd builds Daymark. The QuickBooks health check uses the same Daymark setup path while the new brand and domains are being transitioned.
What it does
Plain outcomes, not a dashboard to admire.
Read client email. Create calendar events. Find client context. Spot overdue invoices. Draft follow-ups. Check your cash position - all without leaving the app.
Important email
Read and manage connected Gmail, Microsoft, and Zoho inboxes; compose, reply, forward, snooze, move, and manage attachments.
Calendar
View upcoming Google and Microsoft events and create, edit, or delete events.
Tasks and reminders
Capture work, set due dates and priorities, receive desktop reminders, and mark items complete.
Client view
Combine QuickBooks balances, invoices, quotes, contact details, and notes in one client history.
Documents and notes
Organize links to Google Workspace files, upload files through connected services, and keep searchable operating memory nearby.
Security and control
Your data stays on your machine - and nothing acts without you.
Daymark is built for outcomes, not AI spectacle. Your business data lives on your device, and every action is designed around authenticated access, isolated credentials, and your approval. It prepares and organizes the work while keeping the final decision - and the data - with you.
Local by default - your emails, tasks, client notes, and financial signals are stored and encrypted on your own machine, not uploaded to a third-party cloud.
Owner approval before any drafted follow-up is sent.
Read-only access to your QuickBooks - it reads your books to build your daily view, but never alters them or moves money.
Your passwords and access keys are isolated and fetched only when Daymark needs to connect - never stored exposed inside the application data files.
Login and credential-access actions are logged, so there's a record of what happened.
Good fit
Made for the owner who is also the inbox, calendar, CRM, and finance department.
- You run a one-person (or nearly one-person) knowledge or service business.
- Your business context is scattered across email, calendar, spreadsheets, notes, and finance tools.
- You want one place to see what needs your attention today.
- You want help drafting follow-ups, creating events, and finding client context.
- You prefer local-first software over yet another cloud dashboard.
Why solo operators choose it
Most owners do not need more reports.
They need to know whether the numbers are clean enough to trust, where cash really stands, and what needs attention today. Daymark gives you that operating picture without hiring a bookkeeper just to get oriented or wiring together a BI stack you then have to maintain yourself.
Free feedback phase
Try Daymark and tell me what would make it useful.
There is no subscription charge right now. I want direct feedback from other people running a business of one: what helped, what confused you, and what should change before paid availability.
Prefer to install directly? Use the download link, then send feedback here after you have used it. Want the financial side checked first? Get the free daily snapshot.