In this webinar, AccountsIQ unveils the new navigation and dashboards for its mid-market cloud accounting platform, designed to help finance teams work faster, see more and click less. The session is hosted by AccountsIQ’s product team and joined by PwC’s Finance Managed Services specialists, who have been early adopters of the new user interface. Together they explain how months of customer feedback, beta testing and design iteration have resulted in a cleaner, more intuitive finance system that preserves the power of AccountsIQ while making it easier to use every day.

The webinar begins with an overview of why the navigation was redesigned and what has changed. You will see how the old dual-menu layout has been replaced with a modern left-hand sidebar, giving users more screen real estate for data, fewer duplicated menus and a clearer information hierarchy. The presenters walk through everyday finance workflows, showing how hover-to-reveal submenus, one-click actions, consistent button styles and context-sensitive action icons reduce the number of clicks needed to create invoices, journals or bank postings. They also highlight how the new favourites bar lets users pin their most common tasks, turning AccountsIQ into a personalised workspace for each role.

A key focus is on data visibility and usability inside the core accounting screens. The new supplier, customer, transaction and invoice grids now support Excel-style features such as sticky column headers, frozen key columns, horizontal scrolling and richer filtering. This means finance teams can add more columns without clutter, scan long lists of transactions while keeping references visible, and export any view to Excel for further analysis. The bank import and reconciliation screen is also showcased, with a thinner header, clearer traffic-light indicators and more obvious match and “create new posting” actions, reflecting the fact that this is one of the most heavily used areas in the product.

The second half of the webinar focuses on the new embedded AccountsIQ dashboards, which provide real-time business intelligence directly inside the finance system. Senior Manager James Hunter from PwC demonstrates how the sales, purchase and general ledger dashboards allow finance leaders to monitor debtor days, top customers, aged receivables, supplier exposure, purchase commitments, income by GL category, P&L performance and balance sheet KPIs without leaving AccountsIQ. He shows how users can filter by period, compare against last month, last year, budget or revised budget, and then drill down by BI dimension such as region, department, office or project.

For CFOs and controllers, the webinar highlights the value of the working capital and financial overview dashboards, which bring key ratios and trends into a single view. Instead of building manual reports in Excel, finance teams can now see cash, AR, AP, working capital and net profit at a glance, use simple filters to change the time horizon or dimension, and export individual charts or tables to PDF or Excel for management packs. The dashboards are updated frequently, so users can rely on near real-time information when making decisions or preparing monthly management accounts.

Throughout the session, PwC’s Robert Vila and James Hunter offer candid commentary on what the new navigation and dashboards mean in practice for a busy outsourced finance function. They explain how the searchable entity switcher helps when managing large multi-company groups, how the full-page supplier and customer screens improve data management, and how the consistency between AccountsIQ’s grids and familiar spreadsheet behaviour lowers the learning curve for new staff. Their perspective demonstrates how the redesign is not just cosmetic, but a genuine productivity gain for finance teams that live in the system all day.

The webinar closes with a Q&A segment covering topics such as how existing grid preferences and saved reports are preserved, how access to dashboards is controlled, and how the new “Try our new look” toggle will be rolled out across the AccountsIQ customer base. For organisations evaluating mid-market cloud accounting software—or existing AccountsIQ customers planning their UX upgrade—this session provides a detailed, customer-backed look at how the new navigation and dashboards can enhance efficiency, control and insight in the finance function.

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