🧾 HQ 📄 Invoices 📊 Financials 💳 Transactions ✅ Reconciliation 🧾 Expenses 📑 Reports 🔔 Alerts
🧾 Accounting Command Center
Real-time financials · Invoicing · Expenses · Reports
⚠ Showing demo data — Connect Xero in the integration panel below to see live financials.
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Select a Company

Choose a company above to load its real-time accounting dashboard — P&L, balance sheet, invoices, cash flow, reconciliation, and AI-powered reports. Connect Xero for live data sync.

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Revenue YTD
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Expenses YTD
COGS + OpEx
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Net Profit
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Cash Balance
Assets − Liabilities
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Outstanding Invoices
🔌 Integration Status Manage Integrations →
Xero Not Connected Invoice Engine Active Expense Tracker Active Report Generator Ready
Modules
📄
Invoices
Create, send, and track invoices. Line items, tax, due dates, PDF export, email send, Xero sync, and recurring billing.
Open Invoices →
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Financials
Live P&L, Balance Sheet, and Cash Flow statements pulled from Xero. Interactive charts, date range filters, and auto-refresh.
Open Financials →
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Transactions
Full bank transaction ledger from Xero. Category totals, major credits & debits highlighted, search, filter, and manual tagging.
Open Transactions →
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Reconciliation
Per-account bank reconciliation status, unmatched transaction queue, one-click matching, and progress bars with unmatched counts.
Open Reconciliation →
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Expenses
Add and track expenses by category. Category breakdown chart, receipt notes, approval workflow, and bulk import from Xero transactions.
Open Expenses →
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Reports
One-click P&L, Balance Sheet, Cash Flow, and Expense Summary reports as PDF or CSV. AI-generated narrative, custom date ranges, multi-period comparison.
Generate Reports →
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Smart Alerts
Overdue invoices, low cash threshold warnings, large-debit detection, unreconciled transaction counts, and upcoming payment reminders.
View Alerts →
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AI Accountant
Ask questions about your books in plain English — forecasting, scenario modeling, category suggestions, and anomaly detection.
Coming Soon
📄 Recent Invoices All Invoices →
Invoice Client Status Amount
Select a company to load invoices
🔔 Active Alerts All Alerts →
Select a company to load alerts
⚡ Quick Actions
🧾 This dashboard shows accounting data for internal business use only. Always verify with your CPA or accounting professional before making financial decisions.