Comprehensive Financial & Customer Overview
Real-time Financial Tracking
Monitor your gross volume, AUD balance, and payouts with up-to-the-minute data. Our intuitive dashboard provides a clear snapshot of your financial performance, helping you make informed decisions instantly.
- Real-time balance updates
- Instant payout tracking
- Overview of recent transactions
In-depth Analytics for Financial Health
Predictive Insights & Performance Metrics
Dive deeper into your financial data with detailed analytics on gross volume, net sales, amount fluctuations, and revenue trends. Identify patterns, predict future performance, and proactively manage your finances.
- Gross and net volume analysis
- Overdue accounts tracking
- Revenue and amount fluctuation charts
Efficient Customer Account Management
Seamless Customer Account Tracking
Keep a meticulous record of all your customer accounts, including overdue, total outstanding, current, in-patient, and out-patient accounts. Our system allows for easy filtering, searching, and exporting of customer data, ensuring you always have the information you need at your fingertips.
- Comprehensive account categorization
- Advanced search and filter options
- Easy data export for reporting
Key Features of Smart Accounting
Automated Invoicing
Generate and send invoices automatically, reducing manual effort and errors.
Cash Flow Prediction
Forecast your cash flow with AI-driven insights to optimize liquidity.
Client Ledger Management
Maintain detailed ledgers for each client, tracking all financial interactions.
Expense Categorization
Automatically categorize expenses for easier tax preparation and budget management.