Know your numbers with the online accounting dashboard

See all your key information in one simple place with the online accounting dashboard. Track your bank balances, invoices, bills and more, so you can keep an eye on your finances.

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Stay on top of your cash flow

The online accounting dashboard monitors your cash flow with simple charts and graphs. Customize reports so you can track which monthly trends are important for your business.

cashflow dashboard

See all your bank account and credit card information in one place

Choose which bank accounts, credit card accounts and PayPal accounts you want to set up and monitor. Your dashboard gives you an up-to-date view of your running balances and reconciliations across all of your accounts.

account balance reporting dashboard

Proactively follow up on outstanding invoices

Your online accounting dashboard gives you the tools to follow up on outstanding invoices with a summary of what's owed to you. Filter invoices by due date, amount owed, or how long they've been outstanding and drill down for extra information.

accounts receivable dashboard

Monitor your sales and spending

Keep a watch on your spending as well as the money coming in – just choose which accounts to show. You can also see the status of your expense claims on the dashboard.

sales and expense budget management

Track specific parts of your business

Stay up-to-date with your business by customizing your online accounting dashboard with the areas you want to monitor. Set up tracking to monitor everything from transactions to contacts. Then get reports on the areas you’re tracking to see how that part of your business is performing.

net worth tracking dashboard

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Dashboard graphs

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