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AM

Accounting overview

The Accounting dashboard summarizes the active tenant’s financial position and recent activity.

Dashboard sections

  • Revenue, expenses, and net income for the last 30 days.
  • Cash balance, accounts receivable, and accounts payable.
  • A 30-day revenue trend and top expense categories.
  • AI signals with links into the Accounting Assistant.
  • Recent posted journal entries.
  • SaaS metrics such as MRR, ARR, burn rate, and runway when active subscription schedules exist.

The AI action banner prepares prompts from current dashboard signals; it does not apply accounting changes directly. Proposed writes remain subject to the normal confirmation and pending-action controls.

All figures are scoped to the active tenant. Use the organization switcher before reviewing or acting on another organization’s books.

Common next steps