The business dashboard that shows where every dollar sits

The reports area gives you performance (12-month revenue trend, outstanding ageing, top clients), cash flow, expenses and a quarterly GST tax summary. The accounting workspace goes much deeper: profit and loss (including comparative and quarterly views), balance sheet, trial balance, cash flow forecast, cash runway, aged receivables and payables, GST detail, BAS lodgement history and break-even analysis sit among 328 built-in reports. If a number exists in your business, there is almost certainly a report that shows it.

Yes. The report builder works from five sources (invoices, expenses and bills, payments, quotes, jobs), measures totals, amounts due, amounts paid or counts, and groups by month, customer, category, status or payment method. Render the result as a table, bar chart, line chart or single KPI, save it, and pin it to a dashboard. No formulas, no SQL, no CSV round-trips.

Yes. The full dashboard is responsive and works in any mobile browser, so you can check revenue, overdue invoices and today's bookings from the ute or the couch. There is also a native OneBookPlus iOS app on the App Store if you prefer an app icon and push notifications over a browser tab.

Every figure is computed live from your actual records each time the dashboard loads. Record a payment, reopen the dashboard, and it is in your revenue. There is no overnight sync or import job that can fall behind, because the dashboard reads the same database your invoices, bookings and expenses are written to.

No. You pick your business type at signup and OneBookPlus selects one of 18 industry layouts for you, so a tradie sees jobs and quotes on day one while a cafe sees daily sales. A one-click starter board (Tradie overview, Venue overview and similar) seeds your first custom dashboard, and everything on it stays editable.

Yes. Pin any saved or template report to your own board as a half-width or full-width tile, reorder them, and keep as many boards as you like. The main dashboard also follows the modules you actually use: if you never take bookings, you will not stare at an empty bookings widget.

Yes. Every team member you invite to your OneBookPlus account gets the dashboard, so your office manager sees the same live numbers you do instead of asking you for them. Roles and permissions govern what each person can do from there, like raising invoices or recording payments.

Yes. The cash flow, expenses, performance and GST tax summary reports export to CSV with one click, the trial balance exports for your accountant's working papers, and a year-end pack export bundles what they need at 30 June. Your accountant gets clean files instead of screenshots and shoebox receipts.

No. The dashboard, the report builder and the reports area ship with the free OneBookPlus core plan alongside invoicing, quotes, contacts and bookings. Paid add-on apps for specific industries extend the dashboard with their own widgets, but you never pay separately just to see your own numbers.