🏢 Executive Overview
All clients · Real-time
Revenue by Client
AR Outstanding by Client
Dashboard
6-Month Revenue Trend
Expense Breakdown
Outstanding Invoices
Unpaid Bills
Recent Transactions
| Date | Type | Category | Description | Amount | Status |
|---|
New Transaction
📎
Click to upload or drag & drop · image / PDF
Categories
Your categories
Transactions
| Date | Type | Category | Description | Party | Ref | Status | Amount (RM) |
|---|
Report
—
Select a period and click Generate.
Financial Statements
—
Compare:
Select a period and click Generate.
Trial Balance
—
Select a period and click Generate.
General Ledger
—
Select an account and period, then click View Ledger.
Contacts
Clients
Invoices
Company Profile
This information appears on all your invoices.
Chart of Accounts
Manage your account codes and structure
🔍
📊 Budget Management
Set Annual Budget
Enter target amounts per account. Click Save Budget when done.
Bank Reconciliation
Match bank statement lines to recorded transactions
Step 1 — Upload Bank Statement
📁
Click to upload or drag & drop
CSV or PDF — format auto-detected
Recurring Transactions
Templates that repeat each month
🔍 Audit Trail
All changes across all clients
Settings
Workspace
Backup & Restore
Export all your data as a JSON file, or restore from a previous backup.
Currency
Team Access
Sign in with Firebase to manage team users.