Dashboard
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Recent invoices
| Client | Invoice # | Amount | Due | Status |
|---|
Unreconciled transactions
| Date | Description | Amount | Status |
|---|
| Name | Phone | ABN | Invoices |
|---|
| Invoice # | Client | Date | Due | Amount | GST | Ex GST | Status |
|---|
| Date | Description | Amount | Type | Status |
|---|
Reconcile
Select a bank credit on the left and an unpaid invoice on the right, then confirm the match.
Bank credits (unreconciled)
Unpaid invoices
Reports
Revenue summary
Reconciliation status
GST summary (BAS)
Revenue by client
Export for accountant
Download your financial data. All exports include invoices, transactions, reconciliation, GST summary, and clients.
Date range filter
Excel workbook (.xlsx)
Multi-sheet workbook ready for Excel or Google Sheets.
- Cover / summary sheet
- Invoices with GST breakdown
- Bank transactions
- Reconciliation matches
- GST / BAS summary
- Client list
CSV files (.zip)
Individual CSVs zipped together. Works with any accounting software.
- invoices.csv
- transactions.csv
- reconciliation.csv
- gst_summary.csv
- clients.csv
Export preview
| Invoice # | Client | Date | Amount | GST | Ex GST | Category | Status |
|---|
Settings
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Data management
Your data is stored securely in Cloudflare D1. Use Export to download a backup at any time.