We’ve launched the Business Health Dashboard to give you real-time financial insights without the wait. Thanks to our upgraded AI processing, your documents now turn into data in minutes. No more waiting for month-end reports — just upload your documents and watch your numbers move.
What we released
A self-service financial command centre. The dashboard tracks your revenue, expenses, and cash flow automatically as you upload documents. It’s built for founders who want to make decisions based on today’s data, not last month’s news.
How this helps you
- Get instant answers: See your profit and estimated tax at a glance, no accountant required.
- Spot trends early: Track revenue and cash flow over time to see exactly where your business is heading.
- Plan with confidence: Use the Cash Runway calculator to see how many months of "airtime" your business has left.
- Stay ahead of tax: See an automated estimate of your Corporate Tax so there are no surprises.
What’s new
Financial Overview & Tooltips
See your Revenue, Gross Profit, and Net Profit in one row. Not sure what a number means? Hover over the "i" icon for a plain-English explanation of how we calculated it.
Revenue & Cash Flow Trends
View your performance over the last 6 months, quarters, or years.
- Set Targets: Company Admins can set a Revenue Target to see a "red line" goal on their chart.
- Cash In vs. Out: A simple green and red breakdown of your money moving in real-time.
AI-Powered Breakdowns
Our AI categorises your top revenue sources and expenses automatically. Whether you’re selling software or (in our test case) a "Live Male Lion," the dashboard groups your income and spending into easy-to-read pie charts.
Important to note
- Real-time, not reviewed: These figures are auto-generated by our AI from your uploads. They are "provisional," meaning they haven't been double-checked by your bookkeeper yet.
- Freshness: The dashboard refreshes every time you open it (if the data is more than 6 hours old). You can also hit Refresh manually to see the latest.
- Access: Only users with the Company Admin role can set or edit Revenue Targets.
Ready to try it?
Head to Reports in your left-hand menu and select Business Health.
The earlier you upload your receipts and invoices, the more accurate your health check will be. Let’s get those numbers moving!
Log in to my.osome.com, go to Reports > Business Health, and upload your latest receipts/invoices to see the dashboard update.
