Multiple Dashboards
One set of books for everything is how a freelancer loses track of which client is actually profitable. A book is a whole separate environment, not a filter over a shared pile.
How it works
- 01
Each book stands alone
Its own categories, its own base currency, its own insights and its own widgets. Nothing is shared between two books.
- 02
Switching keeps your place
Switch book from the top bar and you land on the same section you were reading, not on a chooser page and not back at the dashboard.
- 03
Up to five
Five is the point at which a person is running separate concerns rather than organizing one, and past it the switcher stops helping.
Three books, three balances
Each row is one book with its own base currency. A figure never silently sums across books.
- Books
- Separate categories per book
- Separate base currency per book
What each plan gets
| Capability | Basic | Premium |
|---|---|---|
| Books | One | Up to 5 |
| Separate categories per book | Included | Included |
| Separate base currency per book | Not included | Included |
| Switcher keeps the current section | Included | Included |
The rest of the book
Parsing
Hand it a receipt or an invoice and it fills itself in, ready for you to confirm.
Read more about ParsingSmart Insights
Insights that reach you where you already are, on a schedule you set once.
Read more about Smart InsightsSmart Widgets
Arrange the page the way you read, by dragging the panels that answer your questions.
Read more about Smart Widgets
Your books, kept privately.
Name your first book and record an entry in under a minute. Premium is free for seven days when you want it.