Your financial position, the moment you sign in.

Key figures, balances and the entries that need attention, drawn from the ledger, with universal search to jump straight to any record.

What the dashboard shows.

Financial KPI cards
The headline numbers for the period at a glance.
Assets, liabilities, equity and net worth
Your balance-sheet position summarised on the first screen.
Revenue and profit indicators
How income and profit are moving for the period.
Receivables and payables
What customers owe you and what you owe suppliers.
Income versus expenses
Income and expenses compared period by period.
Bank balances
Current balances across your bank accounts.
Recent vouchers
The latest entries posted to the books.
Attention alerts
Items that need action, surfaced instead of discovered later.
Universal search
Find any customer, supplier, voucher or document from one search box.

Something else? Ask us or call +1 917 764 9587.

Where do the dashboard figures come from?

From the same posted entries that the ledger and the financial reports use, so the dashboard and the reports agree.

Can access to figures be restricted?

Yes. Access to the application and to each module is controlled by role-based permissions per user.

Tell us how your books are kept today and who needs access, or call +1 917 764 9587.