Dashboard
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Fixed Assets
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Inventory Items
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Vendors
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Team Access
Live Charts
Your secure company workspace
All data for your firm is isolated from other registered companies. Company admins control who can access Finance, Inventory, Assets, Vendors and Reports.
User Management
Staff only see modules you grant. Each company has its own user list.
| ID | Co. | Username | Full Name | Role | Status | Permissions | Actions |
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Company Settings
Logo & Icons
Company Logo
App Icon
Payment Request
| No | Payee | Amount | Expense | Status | Actions |
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Chart of Accounts
Budget Codes
Expense Codes (tie to debit/credit accounts)
Asset Dashboard
Asset Register
| Photo | Number | Name | Category | Cost | NBV | Condition | Photo Upload |
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Demo data
If finance tables are empty, reload sample COA, budgets, payments, inventory and procurement.
Registered Firms
Backup All Firms| Name | Slug | Status | License Expiry | Actions |
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Change Password
Min 10 characters with uppercase, lowercase, number and special character.
Password Reset (email token)
Backup & Restore
Download a ZIP (JSON + CSV) of your company data. Restore merges COA, budgets and assets.
Finance Dashboard
Finance Modules
Manual Journal (double-entry)
Correction requests
Messages asking you to correct a posting. Open the transaction, amend, and resubmit.
🏦 Bank Reconciliation Statement
| Tick | Date | Entry / Voucher | Account | Description | Debit | Credit | Balance | Trail |
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Inventory Dashboard
Inventory
| Code | Name | Category | Cost | Balance | Value | Issue/Receive |
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