Dashboard
Privacy & Data
Manage your personal data in accordance with GDPR / CCPA requirements.
Automated Compliance Reports
Schedule automatic generation of GSTR, TDS, and P&L reports. Reports can be exported as JSON or CSV.
No scheduled reports
Revenue Overview
Partner Distribution
Transaction Trends
Category Breakdown
Cash Flow Projection
Recent Activity
View AllBusiness Partners
Gross Profit
Net Profit
Top Expenses
Partner Distribution
Partner Summary (Year-to-Date)
Advanced Analytics
Cash Flow Forecast
Partner Performance Trends
Expense Breakdown by Category
GST Settings & Status
Turning this on enables GST/TDS fields in transactions and generates tax reports.
Budget Limits
Recurring Transactions
Settlement Status
Auto-Settlement Schedule
Reconciliation
Subscription & Plan
Data Archival & Export
Download all transactions before a selected date as a backup archive. Transactions remain in the system.
Service Categories & Pricing
Dashboard Analytics Visibility
Customize your dashboard by toggling individual analytics charts.
Silent Partner Mode
When enabled, income transactions show Customer Name, Revenue, Cost fields, and partner assignment for expense and amount received.
Central Cash Box (Shop)
When enabled, "Shop" is available as an option when assigning who received revenue or who paid an expense. If disabled, all cash must be assigned directly to individual partners.
Two-Factor Authentication
System Status
Recent Errors
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