Dashboard
Keep an overview of your finances
← Back to overviewKeep an eye on your income, expenses, and business performance at all times – with Effizo's clear and intuitive dashboard for freelancers and SMEs.
The dashboard brings the central financial overview together and shows how your business is currently performing, without you having to open a report.
Income & expenses at a glance
View your income, expenses and profit for the current month and the current year, each compared with the previous month and the previous year. This way, you always stay on top of things.
Income and expenses per month
A bar chart shows your income and expenses per month – for the last 6 or 12 months, the current or the last year, and as a table if you prefer. That way you spot trends and seasonal fluctuations.
Automatic receipt processing via drag & drop
Easily upload invoices and receipts using the integrated receipt drop zone. Your documents are automatically analysed, categorised and posted.
Categories & expense structure
The dashboard shows your largest expenses by category, including total amounts. This allows you to instantly see where most of the money goes.
Tasks, open invoices and latest entries
When you start, the dashboard shows you what is still to do: complete the company's data, configure VAT, enter the first fiscal year, invite more users. If nothing has been captured yet, a card leads you to your first receipt – Effizo reads it and creates the journal entry.
Below are your open invoices with the total, the invoices in dunning and how many days they have left until they are due or how long they have been overdue. You filter the latest journal entries by unread, flagged or not paid. Whatever you have not subscribed to, the dashboard leaves out.
Subscription & term at a glance
Your subscription is visible at all times: how many days it still runs and, during the trial, how many receipts Effizo will still capture automatically. When it is about to end, the dashboard reminds you in good time to renew it.
Keep your finances in sight at all times
With the Effizo dashboard, you can see all the key figures at a glance.
Ideal for freelancers and small businesses who want to stay on top of their accounting.
Also have a look at simple accounting, VAT reporting and tax declaration – or check out our pricing.