Dashboard
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Recent invoices
| Client | Invoice # | Amount | Due | Status |
|---|
Unreconciled transactions
| Date | Description | Amount | Status |
|---|
| Name | Phone | ABN | Address | Invoices |
|---|
| Invoice # | Client | Date | Due | Amount | GST | Ex GST | Status |
|---|
| Name | Phone | ABN | Address | Bills |
|---|
| Bill # | Supplier | Date | Due | Amount | GST | Ex GST | Category | Status |
|---|
| Receipt # | Supplier | Date | Amount | GST | Ex GST | Category | Method | Action |
|---|
| Date | Description | Amount | Type | Status | Action |
|---|
Reconcile
Match bank transactions to invoices or bills. Select a transaction on the left and a matching record on the right.
Income: select a bank credit + unpaid invoice to match. | Expenses: select a bank debit + unpaid bill to match.
Income — Credits → Invoices
Bank credits (unreconciled)
Unpaid invoices
Expenses — Debits → Bills
Bank debits (unreconciled)
Unpaid bills
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 |
|---|
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