A consolidated financial overview that puts revenue, expenses, cash flow, and critical metrics front and center the moment you log in.
Try It FreeEliminate the need to run multiple reports just to gauge how the business is performing. The Kantivo dashboard surfaces the most important numbers -- income trends, spending patterns, receivable balances, and available cash -- as soon as you open the application.
Every figure on the dashboard is interactive. Spot a metric that warrants investigation and click through to the underlying detail. The dashboard acts as your launchpad for navigating the full depth of your financial data.
Monthly, quarterly, and annual income totals with directional indicators showing movement relative to the prior period.
A breakdown of where funds are being spent. Leading expense categories displayed with dollar amounts and proportional percentages.
Real-time bank and cash account balances so you always know your available liquidity.
Open invoices and overdue totals summarized in one place. A quick read on incoming cash.
Beyond metrics, the dashboard flags items that require your action:
Overseeing several entities? Toggle between company dashboards in a single click. Each organization maintains its own distinct metrics, making it straightforward to assess performance across your entire portfolio -- an essential capability for professional accountants managing multiple clients.
Start with a dashboard that delivers real insight. Free 30-day trial, no credit card required.