Dashboard
Welcome back, Jurgen. Here's what's happening today.
Active Clients
24
+3 this month
Revenue (Feb)
£18,420
12.5% vs Jan
Overdue Invoices
3
£1,240 outstanding
Today's Bookings
5
Next at 10:00 AM
Recent Activity
Daniel Foster paid invoice INV-084 (£780)
2 hours ago
Sarah Miller confirmed appointment for Feb 8
3 hours ago
Invoice INV-087 for Sarah Miller is now 18 days overdue
Today
KYC verification complete for Marcus Reed
Yesterday
New contract signed by Olivia Chen
Yesterday
Upcoming Tasks
Send payment reminders for 3 overdue invoices
Priority · Due today
Quarterly review call with James Wong
Tomorrow at 11:00 AM
Complete KYC for Emma Clarke — docs pending
Due Feb 12
Prepare Q4 VAT return for Heidi Formation AG
Due Feb 14
Complete incorporation for Bright Ventures Ltd
Due Feb 15
Clients
Manage your client relationships
Client
Email
Type
Revenue
Status
Sarah Miller
Miller Consulting Ltd
Miller Consulting Ltd
smiller@email.com
Sole Trader
£4,800
Active
James Wong
Wong & Partners
Wong & Partners
jwong@wongpartners.co
Partnership
£12,600
Active
Marcus Reed
Reed Logistics Ltd
Reed Logistics Ltd
marcus@reedco.com
Ltd Company
£5,040
Onboarding
Emma Clarke
Clarke Design Studio
Clarke Design Studio
emma@clarkedesign.co
Sole Trader
£3,200
Active
Olivia Chen
Chen Analytics
Chen Analytics
olivia@chenanalytics.io
Ltd Company
£8,400
Active
Daniel Foster
Foster & Co Accounting
Foster & Co Accounting
daniel@fosterco.uk
Ltd Company
£6,300
Active
Aisha Patel
Bright Ventures Ltd
Bright Ventures Ltd
aisha@brightventures.com
Ltd Company
—
Onboarding
Invoices
Track payments and manage billing
Total Outstanding
£12,480
8.2% from last month
Overdue
3
£1,240 total
Paid This Month
£8,650
12.5%
Drafts
5
2 ready to send
All Invoices
3 OverdueInvoice
Client
Amount
Due Date
Status
INV-087
Sarah Miller
£450.00
Jan 20, 2026
Overdue
INV-085
James Wong
£320.00
Jan 15, 2026
Overdue
INV-083
Emma Clarke
£470.00
Jan 12, 2026
Overdue
INV-088
Marcus Reed
£5,040.00
Feb 28, 2026
Draft
INV-086
Olivia Chen
£1,200.00
Feb 10, 2026
Pending
INV-084
Daniel Foster
£780.00
Jan 28, 2026
Paid
INV-082
James Wong
£2,400.00
Jan 10, 2026
Paid
INV-081
Olivia Chen
£1,200.00
Jan 5, 2026
Paid
Bookings
Today — Friday, 7 February 2026
9:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
Sarah Miller — Formation Review
9:00 – 10:00
James Wong — Annual Accounts Review
10:00 – 11:00
Marcus Reed — Onboarding Call
11:00 – 12:30 (90 min)
Olivia Chen — Tax Planning
14:00 – 15:00
Aisha Patel — Company Formation Intake
16:00 – 17:00
Banking
Business account overview
Kasha Business Account • ****4291
£14,250.60
+2.4% this month
Money In (Feb)
£9,450
From 6 payments
Money Out (Feb)
£4,820
12 transactions
Recent Transactions
Description
Category
Date
Amount
Adyen Settlement
Card payments batch
Card payments batch
Income
Feb 6
+£3,200.00
Office Rent
Quarterly payment
Quarterly payment
Rent
Feb 1
-£1,500.00
Daniel Foster
INV-084 payment
INV-084 payment
Income
Feb 5
+£780.00
Xero Subscription
Monthly software
Monthly software
Software
Feb 1
-£42.00
Olivia Chen
INV-081 payment
INV-081 payment
Income
Jan 30
+£1,200.00
HMRC VAT Payment
Q4 2025 VAT return
Q4 2025 VAT return
Tax
Jan 28
-£2,840.00
Settings
Manage your account and business preferences
Business Profile
Company NameHeidi Formation AG
Company NumberCHE-123.456.789
VAT NumberCHE-123.456.789 MWST
Emailinfo@heidiformation.ch
PlanBusiness Pro
Team Members
JC
Jurgen Coetsee
Owner
AL
Alex Laurent
Staff
KM
Karen Mueller
Bookkeeper