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Your dashboard

Your books, in plain words.

See what’s done, what we need from you and where your money went — any time, without asking for a copy.

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What we need from you, lifted out of the client home
2 things to send this week
The tour

Eight screens. No accounting degree.

The actual dashboard designs. “Coming soon” arrives with the new dashboard; “Available now” is already in the product.

Home

Available now

Where your books stand, in one look.

  • Up to date to a date, not “roughly done”.
  • What we need from you at the top, with your accountant beside it.
  • Cash, money owed and VAT for processed periods.
Client home: what we need from you, your accountant’s progress, cash, money owed, VAT, the year so far and renewals
Up to date to 31 August

From you

Coming soon

Exactly what’s missing — nothing more.

  • Each request says why and by when, so nothing gets lost in a chat.
  • Answer in one tap — or reply on WhatsApp instead.
  • Watch your month being closed, with a real lock date.
Requests for a bank statement and three card payments

Money

Available now · spending bars coming soon

Every figure opens to its receipts.

  • Sales, costs and profit for the year so far.
  • Where your money went, one bar per category.
  • Tap a bar to see the receipts behind it.

Tax & renewals

Available now · tracker coming soon

VAT worked out as you go.

  • This quarter’s VAT and why it moved.
  • Where the return is, and when you approve it.
  • Renewal dates read from your documents.
VAT for July to September with licence renewals

Documents

Available now

Every document, filed and watched.

  • Filed by type, however you sent it.
  • Expiry dates with reminders before renewal.
  • Download or replace any time.

Invoices

Available now

What you’re owed, and what’s late.

  • Every invoice with its status, paid, sent or late.
  • Reminder history on each overdue invoice.
  • PDF in one click, credit notes included.

Reports

Available now

Your profit, explained.

  • Quarter against quarter, with the change on every line.
  • Open a line to see the entries behind it.
  • Export as PDF for the bank or a partner.

Messages

Available now

One thread, everything filed.

  • Everything you sent, with where it was filed.
  • Never send it twice — the list remembers.
  • Your accountant’s replies in the same place.
On your phone

Between meetings, not after hours.

Check what’s due, answer a question in one tap, upload a statement from the camera — and keep sending everything else on WhatsApp.

Native mobile apps: coming soon
Home on the phone: what we need from you, cash and VAT
What’s due
Answering what three card payments were for, in one tap
Answer in one tap
Uploading a bank statement from the camera
Upload from the camera

See your own books like this.

Every plan includes the dashboard. Share a representative month and get the scope in writing.

Get a written quoteSee pricing