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Business View

This is what you will see as a business owner

Updated over 5 months ago

As a business owner this is your view. You can navigate using the menu on the left hand side.

The top selector lets you pick which entity to view. The settings icon brings you to the settings page for that entity. Below that there is a button to bring you to an AI chat that uses that entity's financial data for context when it generates answers.

Under Single Entity Finance, you can view you chart of accounts, transactions, journal entries, cash flow, reports and analytics pages.

Under Consolidated Finance you'll find links to the org chart, consolidations, and any relevant alerts or warnings about bookkeeping quality or liquidity issues.

Finally a settings page where you can check the status of connected entities and create new ones.

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