Cash Position
Your reconciled bank balance, as of the last statement you uploaded.
The Core
The Core Dashboard
A single home screen showing cash position, what's owed and due, and anything waiting on you — assembled from your books, not a separate report.
Module
The Core Dashboard
A single home screen showing cash position, what's owed and due, and anything waiting on you — assembled from your books, not a separate report.
Receivables & Payables
Open invoices and bills, split by overdue vs. not yet due.
Review Queue
Anything blocked below the confidence threshold, waiting for you to confirm.
This Month at a Glance
Revenue and expenses for the current period, straight from your ledger.