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Insights

Dashboard with key metrics
  • Cash position (current balance, trend)
  • Profit margins (gross, net)
  • AR/AP aging (what’s owed, when due)
  • Runway (months of cash remaining)
Use case: Business owners want quick financial health overview.

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Tasks

Bookkeeping task queue
  • Uncategorized transactions needing review
  • Reconciliation mismatches to resolve
  • Missing vendor/customer info
  • Monthly closing checklist
Use case: Keep accounting clean, surface items needing attention.

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Bank Transactions

All synced bank activity
  • Transaction list with categories
  • Filter by date, account, status
  • Match to invoices/bills
  • Categorize to GL accounts
Use case: Review bank activity, handle reconciliation.

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Reports

Financial statements
  • Profit & Loss (P&L)
  • Balance Sheet
  • Cash Flow Statement
  • Custom date ranges
Use case: Month-end reviews, board reporting, tax filing prep.

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General Ledger

Chart of accounts and journal entries
  • Account balances (assets, liabilities, equity, revenue, expenses)
  • Transaction drill-down
  • Journal entry audit trail
Use case: Accountants reviewing detailed bookkeeping.

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Accounts Receivable (AR)

Customer invoices and payments
  • Outstanding invoices
  • Payment history
  • Aging reports
  • Customer balances
Use case: Track who owes money, chase late payments.

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Accounts Payable (AP)

Vendor bills and payments
  • Unpaid bills
  • Payment scheduling
  • Vendor refunds
  • Aging reports
Use case: Track what you owe, plan cash outflows.

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When to Show Which Tabs

All platforms: Insights, Reports, GL Invoice-heavy platforms: Add AR Expense-heavy platforms: Add AP, Bank Transactions Full-service accounting: Show all 7 tabs Customize visibility using menu configuration (next section).