Workspace
Settings
Appearance, dashboard layout, business profile and data handling.
Accent colour
Propagates to navigation, charts, badges and indicators
Appearance
Light, dark or follow the system
Typography
Plus Jakarta Sans / DM Sans
Currency
KES (KSh)
Reporting period
monthly
Tax rate
16%
Dashboard builder
Choose and order the widgets on your overview
Revenue trendRevenue and gross profit over time
Monthly comparisonThis month against last month
Expense breakdownWhere operating spend goes
Cash flowCash in, cash out, net position
Top productsBest performing lines by revenue
Profit marginGross and net margin trend
Business insightsGenerated narrative on the latest period
Anomaly alertsUnusual values worth checking
Sales heatmapWhich days actually sell
Customer growthNew versus returning customers
ForecastProjected revenue with uncertainty band
Data qualityRow health of imported data
Recurring paymentsDetected repeating activity
Data sources
Records, last import and status
Data & privacy
How your business data is handled
Uploaded statements & files
Stored per business
Customer information
Visible to owners only
Retention
24 months
Export or delete
Available on request