Dashboard
Demo figures — set NEXT_PUBLIC_API_BASE + DEFAULT_ORG for live.
Awaiting review
—
in the queue
Contacts
—
suppliers & customers
Documents
—
filed
Flagged
—
need a look
Bank
Business profile
17% complete
Next best questions
Typical terms your suppliers give you?
↳ Pre-fills new bill due dates.
Which invoices/bills recur?
↳ Suggests recurring templates.
Best weekday to prepare draft invoices/bills?
↳ Schedules the weekly draft run.
This profile keeps evolving — CalsBooks uses it to set terms, suggest tracking categories, and time recurring drafts around your work cycles and closures.
Budget vs actual (sample)
Recent activity
Finance@ intakeDocuments analysed — awaiting reviewtoday
YouBAS worksheet available under Reportstoday
SystemLedger posting confirmedtoday