Use case
Accounting visibility for owners who watch cash weekly
See sales, cash in, receivables, and overdue invoices in plain language. Finance keeps posting controls and exports; you keep clarity to run the week.
Signals teams can agree on
Daily
Sales pulse
Compare lanes to expectations before close.
Cash
In vs out
Tenders reconciled to backoffice—not gut feel.
A/R
Outstanding
Chase overdue with context, not generic reminders.
Weekly money review in three steps
- 1
Pick three weekly numbers
Agree on sales, cash, and overdue as the owner’s default view.
- 2
Assign finance review
Give accountants export access and posting correction rights.
- 3
Review exceptions
Scan posting warnings and overdue lists every Monday.
Common questions
Do I need an accounting degree to read the dashboard?
No. You see sales, cash in, and what is still owed. Finance can dig deeper.
Can we export to Excel or another GL?
Yes, when your plan allows exports. Format and timing depend on your setup.
What happens if posting fails?
The sale still saves. Finance gets a warning to fix the books. Sales are not undone.
Map this workflow to your business
Tell us your country, team size, and top pain—we will show the matching modules and a sane rollout order.