Overview
Here is how your business is doing this month.
Cashflow
Income vs expenses, last 6 months
Income
Expenses
Sample insights Template
Auto-generated from your numbers
In a custom build these run on an AI model. Here they are illustrative.
Recent activity
Latest across money, clients and invoices
Money
Every pound in and out, categorised.
Spend by category
This month, money out
This month at a glance
Totals across all transactions
| Date | Description | Category | Amount |
|---|
Clients
Who you work with, and who owes you.
Invoices
Track what has been sent, paid, and what is late.
| Invoice | Client | Issued | Amount | Status |
|---|
Drafting tools
Four helpers that do the fiddly admin for you.
In a custom build these run on an AI model. In this demo they are generated on the page from your sample data, so they are illustrative.
Auto-categorise transactions
Scan uncategorised transactions and file each one under the right heading.
Monthly summary in plain English
Turn the month's numbers into a short paragraph you can send to yourself or an accountant.
Draft an invoice or chase-up
Write a polite, personalised payment reminder for whoever is most overdue.
Insights and alerts
Flags worth knowing about, from overspend to overdue clients.
Settings
Make it yours. Every part of this is white-label.
Branding
Rename and rebrand the whole workspace
Shows in the sidebar, invoices and emails.
Applies live across the whole app.
Appearance and region
Theme and currency
Reformats every figure in the app.