Dashboard

The Dashboard gives you a quick overview of your company's financial situation. You can find it in the left-hand menu under Dashboard.

Bank account balance

Shows the combined balance of your connected bank accounts and a balance forecast. If no bank connection has been added yet, this is also a quick link to add one.

Needs your attention

Gathers things that need action from you — for example an unreported VAT period or a missing bank connection. You can dismiss an individual item with its own × button.

Deadlines

Shows upcoming statutory deadlines as a timeline, such as VAT filings and the annual financial statements.

Quick actions

Fast shortcuts to common tasks: Send invoice, New transaction, Pay salary, and View report.

Income, result and expenses for the period

Three cards show the current period's income, result, and expenses, along with a comparison to the best previous month.

Equity and liabilities

Shows a graphical breakdown of the balance sheet: liabilities vs. equity, along with a more detailed breakdown (e.g. share capital and funds, retained earnings, loans, accounts payable and VAT payable) and the equity ratio.

Invoices

A summary of the status of sales and purchase invoices: how much is overdue and how much is awaiting payment.

VAT periods

Shows the reporting status of this year's VAT periods (e.g. "2/3 reported · 67%") and a quick view of the open period.