Accurate cashflow forecasting

The AccountsIQ User Homepage is a personalised finance homepage designed to replace static dashboards and cluttered navigation.

It brings together tasks, approvals and real-time financial insights in one place, so finance teams can start the day with clarity and act faster.

Traditional finance dashboards show data.

The AccountsIQ Homepage combines insight and action:

·      See live KPIs

·      View approvals and overdue items

·      Click directly into workflows

It’s a modern alternative to a finance dashboard, built for action, notjust reporting.

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Yes.

You can add or remove widgets using a permission-aware widget library.No admin setup. No IT support required.

Each user sees tiles relevant to their role, whether you’re in AP, AR,Finance Management or a CFO.

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Yes.

Insight tiles refresh automatically when you load the page (or manuallyrefresh), giving you real-time financial insights without running reports.

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The personalised Homepage supports:

·      Finance Managers overseeing approvals and performance

·      AP and AR teams managing daily workflows

·      CFOs needing instant financial visibility

It adapts to each role, making it ideal for growing, multi-entityfinance teams.

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Your Homepage can include:

·      Invoices awaiting approval

·      Overdue customers

·      Purchase orders to review

·      Cash flow snapshots

·      Debtor ageing and creditor days

·      Real-time financial performance indicators

Everything updates automatically, so you’re always working from livedata.

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