The Smart Dashboard transforms complex data into a simple, high-fidelity overview of your business health.
Key Components
Live Cash Balance
Real-time 'Income minus Expenses' across all accounts.
Visual Trends
Dynamic bar charts showing your weekly financial momentum.
Recent Feed
A scrolling log of the latest 5 transactions for quick review.
Quick Actions
Float menus to add records without leaving the view.
Pro Tip
Use the "Eye" icon near your balance to hide sensitive numbers when working in public spaces or around employees.
Still need help? Contact Support
Try this feature now