Dashboard. Open receivables and payables, a cash flow chart, and further report widgets for the current year.Expense summary. Expenses by category with a monthly chart for 2026.Profit & loss. Quarterly profit and loss statement with income, cost of sales, and expenses by category.
Purchasing
Bills. Unpaid vendor bills with due dates, status, and amounts, plus totals for overdue and open bills.Bill details. Document preview with line items and taxes next to the creation, receipt, and payment history.Vendor details. A vendor's address, contact persons, and bills with overdue, open, and paid amounts.Vendors. Vendor list with country, currency, and overdue and open amounts.
Customers & Items
Customers. Customer list with email address, country, currency, and open amounts.Items. Services with category, tax rate, and sale and purchase price.
Banking
Bank accounts. Business accounts in CHF and EUR with current balance, balance trend, and reconciliation.