Dashboards
The screens of the application, what question each answers, and how to work with it.
Every screen below is on every plan, including Free, with three exceptions: AI insights is on paid plans, API keys is useful only on Professional and Business (where the API is available), and direct bank connections are on paid plans where open banking is available. Free also has a one-account limit. See Plans & limits.
Working with your data
| Screen | Answers |
|---|---|
| Transactions | What happened, line by line — search, filter, correct, ask, export |
| Accounts | Which accounts exist and what each one holds |
| Consolidated | What the position looks like across every account together |
| Files | Which statements have been uploaded, and their processing state |
| Review | Which statements and rows still block a clean result — see Reconciliation & review |
| Ledger | How the bank compares with the client's books — see For accounting firms |
Understanding the numbers
| Screen | Answers |
|---|---|
| Analytics overview | How money moved over a period, at a glance |
| Spending drilldown | Where the money went, by category and merchant |
| Income analytics | Where the money came from, and how steady it is |
| Money flow | How money travelled between sources and destinations |
| Investments | What is held, and what it is worth |
Looking ahead and assessing
| Screen | Answers |
|---|---|
| AI insights | Plain-language answers and observations, grounded in your figures |
| Financial health | How the overall position looks |
| Loan eligibility | What affordability looks like on current evidence |
| Financial forecast | What the coming months look like if patterns hold |
Reporting and risk
| Screen | Answers |
|---|---|
| Business summary | A period's performance in one report |
| Tax | An indicative tax position for the period |
| Fraud | Which transactions and statements warrant a look |
Team
The Team area — members and roles, assignments and approvals, completeness, document requests and the client portal, integrations per client, usage and policy — is described in For accounting firms.
Administration
| Screen | Answers |
|---|---|
| Settings | Profile, display currency and language, integrations, alert rules |
| Categories | How transactions are classified — and how to change it |
| API keys | Let your own systems connect (Professional & Business) |
| Billing | Your plan, usage and payment details |
| Audit | What has happened in your account |
AI insights, financial health, loan eligibility, forecasts, tax and fraud produce indicative output to support your own judgement. They are not financial, lending or tax advice, and a fraud signal is a prompt to review rather than a finding. Each page says what its figures do and do not account for.