The Dashboard (Reports page) is your command center. It gives you a high-level overview of your business’s financial health.
- Revenue Chart: Visualize your paid invoice revenue over different time periods. You can filter this chart by client and currency.
- AI-Powered CFO: Ask questions about your business in plain English (e.g., “Who are my top-paying clients this year?”) and get instant, intelligent reports and insights.
- Activity Feeds: See a real-time feed of recent activities, including payments received, invoices sent, and new clients added.
- Key Lists: Quickly view lists of recent payments, past-due invoices, upcoming due dates, top clients, and top-selling services.
- Advanced Export: Export detailed CSV reports of your invoices, clients, or payments for accounting purposes.
