CASH POSITION
R 0
Across connected bank accounts
LIVE
COMMAND CENTRE
Good morning
7 items need attention
3Overdue customer invoicesR 48,920 outstanding→
2Bank matches suggestedHigh confidence→
2Purchase orders to receiveStock awaiting capture→
MONEY FLOW
Financial pulse
R300kR200kR100kR0
IncomeExpenses
LIVE FEED
Recent activity
⊞
Your dashboard is ready to personalise
Select the graphs and gadgets you would like to see here.
| Customer | Contact | Account health | Outstanding | Last activity |
|---|
DraftSentCustomer acceptsInvoice createdPayment received
| Quote | Customer | Issued | Valid until | Value | Status |
|---|
| Invoice | Customer | Issue date | Due date | Amount | Status |
|---|
| Supplier | Contact | Open balance | Status |
|---|
PO → Invoice → Payment → Stock
| Item | Type | Available | Cost | Selling price | Margin |
|---|
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Drop the monthly call report here
CSV or Excel • extension mapping • duplicate detection • validation preview
| Customer | Frequency | Base billing | Usage source | Next run | Status |
|---|
| Date | Description | Amount | Suggested match | Confidence |
|---|
PERIOD CONTROL
Accounting periods
DOCUMENT VAULT
Working papers
Secure folders for VAT, PAYE, income tax and annual financial statements.
| Company | Registration / VAT | Manager login | Database | Status |
|---|
ACCESS CONTROL
Team members
| User | Role | Company | Status |
|---|
CUSTOMER SELF-SERVICE
Hello, welcome to your account.
View invoices, download statements, respond to quotes and track payments securely.
YOUR DOCUMENTS
Invoices & statements
INVINV-00284Issued 01 July 2026R 5,750
INVINV-00261Issued 01 June 2026R 2,700
ACTION REQUIRED
Latest customer quote
No quote currently requires a response.