Business Overview
Monitor your company's financial, legal, compliance and professional-service status.
Company Health
Overall company health.
Accounting
No critical bookkeeping issues.
Legal
One legal matter requires attention.
Compliance
No critical compliance issues.
Important Alerts
Quick Actions
Accounting & Finance
Manage your company's bookkeeping, financial records, taxes, payroll and reporting.
📘 Daily Bookkeeping
Keep transactions and supporting documentation organized throughout the year.
🧾 Invoices & Receipts
Manage supplier invoices, customer invoices and business receipts.
🏦 Bank Reconciliation
Reconcile company transactions with accounting records.
💰 VAT & Tax
Prepare VAT and tax-related financial information.
👥 Payroll
Employee information, salaries and payroll administration.
📈 Reports
Revenue, expenses, profit, balance sheet and cash flow.
Daily Bookkeeping
Enter transactions and prepare documentation for accounting review.
Add Transaction
Recent Transactions
No transactions added yet.
Invoices & Receipts
Organize invoices and receipts used for bookkeeping.
Bank & Reconciliation
Bank Connection
Bank integrations have not been activated yet.
VAT & Tax
VAT Estimate
Tax Estimate
Next Deadline
Payroll
Employee and payroll administration.
Employees
No employees have been added yet.
Reports & Financial Analysis
Revenue
Expenses
Profit
Year-End & Annual Accounts
Prepare year-end accounting and annual reporting.
Year-End Closing
Prepare bookkeeping records for year-end.
Annual Accounts
Prepare annual financial reporting material.
Professional Review
Submit year-end material to an accounting professional.
Legal Services
Manage company contracts, corporate matters and requests for professional legal review.
📄 Contract Review
Upload business agreements for analysis and review.
🏢 Corporate Law
Company ownership, shareholders and board matters.
⚖️ Legal Professional
Create a case for professional legal review.
Contracts
Upload or prepare business contracts.
Upload Contract
Use Secure Documents for contract files.
Contract Types
Corporate Governance
Board Documents
Board resolutions and meeting minutes.
Shareholders
Ownership and shareholder documentation.
Company Changes
Corporate changes and related documentation.
Compliance
Compliance Score
Critical Issues
Upcoming Actions
Legal Cases
Create a legal case and prepare it for review by a legal professional.
New Legal Case
Your Legal Cases
Accounting Cases
Send bookkeeping or financial questions for accounting review.
New Accounting Case
Your Accounting Cases
My Professionals
Assigned professionals will appear here once they have been verified and connected.
Accounting Professional
No accounting professional assigned yet.
Legal Professional
No legal professional assigned yet.
Secure Messages
This area will later connect customers directly with assigned professionals.
Send To
Book Consultation
Professional Review
Accounting Review
Request professional review of accounting information.
Legal Review
Request professional review of legal documents or matters.
Secure Documents
This section is prepared for contracts, invoices, receipts, tax documents, annual accounts and other business files.
Select Documents
PDF and business documents can be selected here.
Document List
Audit Trail
AI Business Advisor
This area is prepared for a future AI integration.
Billing & Plans
Subscription payments will be connected later.
- ✓ Business Dashboard
- ✓ AI Business Advisor
- ✓ Document Management
- ✓ Basic Contract Tools
- ✓ Compliance Reminders
- ✓ Everything in Starter
- ✓ Accounting Tools
- ✓ Daily Bookkeeping
- ✓ Invoices & Receipts
- ✓ VAT & Tax
- ✓ Reports
- ✓ Legal & Contracts
- ✓ Everything in Business
- ✓ Ongoing Bookkeeping
- ✓ Professional Accounting Review
- ✓ VAT Preparation
- ✓ Monthly Reporting
- ✓ Year-End Preparation
- ✓ Everything in Business
- ✓ Legal Cases
- ✓ Contract Support
- ✓ Corporate Documents
- ✓ Professional Legal Review
- ✓ Accounting Pro
- ✓ Legal Pro
- ✓ Ongoing Bookkeeping
- ✓ Accounting Professional
- ✓ Legal Professional
- ✓ Priority Support
Security Center
Authentication
User authentication is currently handled through Supabase Auth.
Secure Documents
Private document storage and Row Level Security must be activated before production use.
Company Isolation
Production database rules will prevent one company from accessing another company's information.
Professional Access
Lawyers and accounting professionals will only receive access to assigned cases and authorized documents.
Customer Service
Need help with BizAssociate?
Email Support
Phone Support
Phone number will be added later.