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Features / Dashboard

One screen. Three things that matter.

Your dashboard is organised around how a business owner actually thinks — what needs your attention, where you stand, what you can trust. Three zones, one screen, no scrolling. Open the app, know where you are, close the tab.

Features · Dashboard

Calm. Clarity. Control.

Three zones, each doing one job. None of them compete for your attention.

Calm — at the top.

An alert feed that is silent when nothing is wrong. It surfaces only what needs attention within 14 days or is already overdue. When there is nothing urgent, this area disappears entirely. A calm dashboard is a calm business.

Clarity — at the centre.

Net wealth anchors the left as the single most important figure for any owner. To the right, compact cards show one headline number per active module — Business P&L, Household Income, Tax position. The numbers you need most, in the space you look first.

Control — at the bottom.

A data-freshness strip showing the last-updated status of every connected source — bank feeds, property statements, super, BAS, payroll. BAS lives here permanently, showing the next due date and days remaining. If your data is fresh, the strip is quiet. If anything has gone stale, you see it.

The principle: one screen, no scrolling.

Most dashboards are designed to show you everything. The result is a wall of numbers you have to process before you can make any decision. Our dashboard is designed to show you what matters now — and hide what does not. Calm earns its space only when something is wrong. Clarity gives you your position at a glance. Control closes the loop on data trust.

If the dashboard has nothing urgent to show, you should be able to open it and close it in under five seconds. That is the goal. A busy dashboard is a busy dashboard problem, not a product feature.

What else you will see.

Beyond the three zones, the dashboard surfaces specific signals that earn their place only when they are useful.

  • Multi-company summary — Balance, income, expenses, and cash for every company you own, on one screen. You see consolidated health without switching.

  • Quick stats on invoices — Counts of invoices created, overdue, and paid. Sales-cycle health in one number per state.

  • Recent transactions — The latest 5–10 transactions across all connected accounts. A quick glance at what has hit the books.

  • Outstanding invoices — Live list of invoices awaiting payment with days outstanding. Cash collection focus on day one of the working week.

  • Monthly revenue and expense chart — Stacked monthly bars of money in versus money out. Trend visualisation without building a report.

  • Period-over-period comparison — Every metric shows whether it is up or down versus the prior period, with the percentage change.

  • BAS deadline alerts — Upcoming BAS due dates highlighted as they approach.

  • Cold-start setup prompts — For first-time users: actionable tiles ("Connect your bank", "Create your first invoice") that disappear once done. New users get a guided onboarding path instead of an empty dashboard.

See the rest of the platform.

Every feature of myaccountant follows the same philosophy — show what matters, hide what does not, earn the reader's attention before demanding it. Browse the full Features library to see how each piece of the platform is shaped around that principle.

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