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How’s the business doing? It’s a simple question, but answering it usually means opening three apps, running a few reports, and piecing together numbers from different places. The dashboard puts it all on one screen: your cash position, what customers owe you, what you owe vendors, upcoming deadlines, and recent activity. Log in and immediately know what needs attention.

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Dashboard sections

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Financial overview

At the top, you see key metrics:
MetricWhat it shows
Cash positionTotal cash across all bank accounts
Revenue (MTD)Income this month
Expenses (MTD)Spending this month
Net incomeRevenue minus expenses
Click any metric to see the underlying report.

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Cash flow chart

Visual representation of money in vs. money out over the past 6 months. Helps you spot trends and seasonality.

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Accounts receivable

Outstanding invoices:
  • Current — Not yet due
  • Overdue — Past due date
  • Total AR — All outstanding
Click to see the full AR aging report.

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Accounts payable

Bills you owe:
  • Due soon — Due within 7 days
  • Overdue — Past due
  • Total AP — All outstanding
Click to see the full AP aging report.

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Recent transactions

Last 5 transactions from your connected bank accounts. Quick way to spot new activity.

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Upcoming deadlines

Compliance items due in the next 30 days:
  • Tax filings
  • Annual reports
  • License renewals
  • Payroll due dates

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Quick actions

Common tasks available in one click:
  • Create invoice
  • Add bill
  • Run payroll
  • Add transaction

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Dashboard modes

The dashboard adapts based on your business state:

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Setup mode (New accounts)

If you’re still getting set up, you’ll see:
  • Setup checklist with progress
  • Getting started resources
  • Key next steps

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Normal mode

For businesses with activity:
  • Financial metrics and charts
  • AR/AP summaries
  • Transaction activity

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Alert mode

When something needs immediate attention:
  • Red banner for urgent items
  • Clear action buttons
  • Can’t be dismissed until resolved
Examples:
  • Compliance deadline within 7 days
  • Payroll not run for scheduled date
  • Bank connection broken

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Customizing your view

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Date range

By default, dashboard shows month-to-date. Change to:
  • Today
  • This week
  • This month
  • This quarter
  • This year
  • Custom range

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Company selector

If you manage multiple companies, switch between them using the dropdown in the top navigation.

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Refreshing data

Dashboard data updates automatically, but you can force refresh:
  • Click the refresh icon in the top right
  • Bank transactions sync every few hours
  • After running payroll, data reflects immediately

Financial reports

Dive deeper into your numbers.

Compliance calendar

See all upcoming deadlines.