Accounting Platform
The redesigned Accountium dashboard is your financial command centre — bringing P&L, cash position, and upcoming bills into a single live view refreshed every 15 minutes. No more toggling between reports or waiting for end-of-day exports. Every number you need is right there, current, and actionable.
Dashboard Animation — Placeholder
Replace with an SVG animation showing the live dashboard
What's New in the Accountium Dashboard
The redesign focuses on speed, clarity, and immediate value — surfacing the metrics that matter most before you even finish your morning coffee.
Live Financial Overview
Your P&L, revenue, and expenses are pulled directly from connected bank accounts and transaction feeds. The overview card updates every 15 minutes so your numbers are always within one quarter-hour of reality — not yesterday's batch export.
- Revenue vs. expenses at a glance
- Month-to-date and year-to-date toggle
- Colour-coded variance indicators
- One-click drill-down to transactions
Cash Flow Pulse
A rolling 30-day cash flow chart replaces the static balance view. See exactly when money is expected to arrive, when bills are due, and where your runway stands — all without opening a separate report.
- Rolling 30-Day View
Projected inflows and outflows charted day-by-day so you can spot shortfalls before they happen.
- 15-Minute Refresh
Live bank feeds update automatically — no manual sync required, no stale data to second-guess.
- Low-Balance Alerts
Set a threshold and receive an in-app notification the moment your balance dips below it.
Bills & Receivables at a Glance
Overdue invoices and upcoming vendor payments surface directly on the dashboard, ranked by due date and amount. Chase what matters first; never miss a payment deadline again.
- Overdue Invoices
Flagged in red with the number of days past due and a one-click send-reminder action.
- Upcoming Bills
Vendor payments due in the next 14 days listed with amounts and payment-status badges.
- Aged Receivables Summary
A compact aging breakdown (0–30, 31–60, 60+ days) gives your collections picture instantly.
Customisable Widgets
Drag, resize, and reorder every card on the dashboard to match how your team thinks. Pin the metrics your business cares about most — hide everything else.
- Drag-and-Drop Layout
Rearrange widgets in seconds with a simple drag — no settings menus or code required.
- Role-Based Views
Owners, bookkeepers, and accountants each get a default view tuned to their priorities.
- Saved Presets
Save your favourite layouts and switch between them with one click during busy periods.
Widget Customisation Animation — Placeholder
Replace with an SVG animation showing widget drag-and-drop
How Real-Time Insights Drive Better Decisions
Seeing the right number at the right moment changes the decision you make. Here is how the live dashboard translates data into competitive advantage.
Spot Trends Before They Become Problems
Pattern recognition used to require an accountant and a week's wait. With live data, unusual spikes in expenses or a dip in collection rates are visible the day they appear — giving you time to act, not react.
- Expense Anomaly Detection
Automatic flagging when a spending category exceeds its 90-day average by more than 20%.
- Revenue Trend Lines
Weekly revenue charted against the prior period so you can validate whether growth is holding.
- Collection Rate Tracking
Invoice-to-payment speed shown as a rolling average — identify slow-paying clients early.
- Budget vs. Actual Overlay
Compare live spend against your approved budget in every category, updated continuously.
Stay Tax-Ready Year-Round
Tax season stress comes from scrambling to reconstruct months of data. With transactions categorised in real time, your GST/HST position, deductible expenses, and CRA remittance schedule are always current — not something you figure out in April.
- Automatic GST/HST calculation per transaction
- Deductible expense tagging as you code
- CRA remittance calendar with due-date alerts
- One-click export for your accountant
- Audit trail preserved automatically
Collaborate with Your Accountant in Real Time
Give your accountant or bookkeeper a live window into the same dashboard you see. They can review transactions, leave notes, and adjust categorisations without any back-and-forth file transfers or outdated exports.
- Shared Live View
Invite your accountant with one link — they see real-time data, not a snapshot from last week.
- In-Line Comments
Leave notes directly on transactions. Questions get answered in context, not lost in email.
- Granular Permissions
Control exactly what each collaborator can view or edit — down to individual report categories.
See Your Finances Live — Starting Today
The new Accountium dashboard is now available on all plans. Log in to activate it and start seeing real-time financial insights from day one.