Dashboard

Your home page with the most important KPIs.

KPI tiles

• Open invoices — Count and total.
• Overdue
• Revenue — Invoiced over the selected period.
• ARR — Annual recurring revenue from active subscriptions.

Activity timeline

A chronological overview of invoices sent, payments received, quotes accepted, mandates created and team actions. All with clickable links to the detail.

Quick actions

One click to create an invoice, quote or subscription — straight into the wizard with optional AI start.