Meet the new dashboard
Open a business and you see cash, deadlines, and the work waiting on you. The old card grid is gone. In its place is a page that takes you straight to what needs doing.
What you see when you open a business
Needs you. Reports due, overdue invoices, documents still to book, and bank connections about to expire. Each row opens the right place.
Deadlines. The next VAT return and financial statement, counted from today.
Bank accounts balance now. The balance of your connected bank accounts, plus a forecast.
Revenue, profit, and expenses for the current accounting period. Change the range in the side menu and the figures follow.
Quick actions. Send an invoice, add a transaction, pay salary, or open a report without hunting for the button.
Further down: sales and purchase invoices by payment status, equity and liabilities, and this year’s VAT periods.
Ask Luca from the cards
The Luca mark on a card opens suggested questions, for example “Will I stay cash positive this month?” or “What is my biggest cost?”. Pick one and Luca opens. Nothing is sent on your behalf.
If Luca has account suggestions on drafts, the dashboard says so. You can review the batch in one go.