The Accountant Dashboard pulls your key financial figures into one clear view. It is designed to give you, and your accountant, a quick read on where the business stands without digging through separate reports. Here is how to use it.
From the CRMit menu, open the Accountant Dashboard. It brings your main financial figures together on one screen.
Read the headline numbers at a glance. The dashboard is built to surface the figures that matter most for your accounts.
Choose the period you want to look at, so the figures line up with your accounting or tax dates.
Open a figure to see the detail behind it. This helps you answer questions without leaving the dashboard.
Export or share the view so your accountant has exactly what they need to work from.
Tip: Share this with your accountant to save admin. A clear, shared view cuts down on back-and-forth at month-end and year-end.
For a fuller picture, look at your company earnings and a profit and loss report alongside the dashboard.
Book a quick demo and we will show you how CRMit keeps your financials clear for you and your accountant.