We (Clams) are making good progress on an MVP that we hope will help bitcoiners visualize their sats flow across all of their wallets. See a short demo here https://github.com/PlebLab/Top-Builder/issues/16#issuecomment-1932049134

Would be cool to know what types of information folks would like to see on a sats flow dashboard. For example, we could show charts to track income over time. What else comes to mind that would be useful? In particular, I'd like to hear from anyone that is trying to run a Bitcoin business.