One platform, all your finances in one place

Financial statements can be confusing. Our financial overview captures how you're doing, at a glance. For a more detailed view, you can review and download multiple reports to get a clearer picture.

You can track your cash burn and runway with a snapshot of your cash. Cash burn can tell you if you’re spending too much, while your runway figure lets you know if you’ve got more or less than 18 months left in cash.

Cash is king, so we’ve pulled together your own snapshot of working capital. You’ll see the change in cash over time, the value and amount of invoices your customers owe you and bills you owe your suppliers.

While decreases/increases in spend are completely normal, you still need to keep an eye on any large changes.

We track your category (think advertising, cost of goods, courier costs etc.) spend & supplier spend month on month. We'll then notify you of where top increases/decreases in spend are.

So, you can decide if you need to cut back on certain areas or even renegotiate certain supplier deals.

While profitability can sometimes seem a long way off we want to help you get there. Profitability Insights monitor your gross margin and notifies you if you've gone off track.

• If your gross margin decreases, we'll recommend ways to improve it.
• If your gross margin increases, we'll suggest ideas to stop it slipping.
• If your EBITDA decreases, we'll share what action you can take.

We’ve built budget and forecasting tools that are super easy to use. Monitor your budget, forecast, and cashflow. We’ll also provide predictive insights for your cash balance and cash flow forecast.

Currently you can create forecasts for:

• Profit & Loss Forecast
• Your Annual Budget

This forecast generator uses your actual Profit & Loss data as the base period to forecast where your financials are predicted to be in 1 month, 6 month or 12 months time.

Your Profit & Loss forecast gives you a clear idea of where you business' financials are heading and whether you're going to achieve or miss your targets.

Your annual budget forecast is created for your next Financial Year using your current Financial Year figures. It helps you to set financial expectations for the upcoming year. Once you have your annual budget forecast you can create a model and decide what your budget needs to be.

Our online payroll manager makes it easy to adjust, update and add payroll details for new and existing employees in just a few clicks. Whether you have lots of staff or are looking to hire, our payroll manager saves our clients hours of payroll admin every month.

We've made it super easy for you to update, edit and add payroll details. Our online platform, which all of our clients get access to, now has a built-in payroll manager section.

From here you create a mini profile for each of your employees where you can add as much payroll info as you need to.

You can add in as many employees as you need.

The Payroll Manager will show you all the details you need to submit for each employee. It'll include things like:

• Employee name
• Employee address
• Annual gross salary for employment
• Start date
• Student loan details