Financial dashboard software
See where your business stands the moment you sign in, and what needs your attention today.
Your dashboard answers the questions you ask most often: how much cash do I have, what is owed to me, what do I owe, and what needs attention. Summary cards and charts show income, expenses and balances. A watchlist keeps up to eight accounts in view. An Expenses to review panel flags overdue bills, draft bills, bills with no supplier and bills with no attachment, so small problems do not turn into big ones at year end.
Analytics and KPIs are available on the Premium plan. Read how to read an aged receivables report.
Summary cards
Key figures at a glance when you sign in.
Charts
Income, expenses and balances over time, so trends are obvious.
Watchlist
Pin up to eight accounts you care about and see their balances on the dashboard.
Expenses to review
Overdue bills, draft bills, bills with no supplier and bills with no attachment, in one list.
Analytics and KPIs
On Premium, go deeper with analytics and key performance indicators.
Straight into reports
From a figure on the dashboard, open the full report behind it.
Get going in four steps
- Start a free trial and load the demo company or your own data.
- Choose your watchlist accounts.
- Check Expenses to review each week and fix what is flagged.
- Open a report when you want the detail.
Frequently asked questions
What is on the dashboard?
Summary cards, charts, a watchlist of up to eight accounts and an Expenses to review panel.
What does Expenses to review show?
Overdue bills, draft bills, bills with no supplier and bills with no attachment.
Are analytics and KPIs included?
They are part of the Premium plan.
Can I try it with sample data?
Yes. The demo company lets you explore without touching your own books.
How much does it cost?
Plans start at £12 a month per business, excluding VAT, after a 30-day free trial of everything in Premium.
Start your free trial
Try everything in Premium free for 30 days. No card needed, and nothing is deleted if you stop.
Start free trial Contact sales- 30-day free trial of everything
- No credit card required
- Read-only, never deleted, if you stop
- Cancel any time