Money

BooksLedger, journals, trial balance and reports, posted automatically.SalesQuotes, invoices, payments and a list of who to chase.PurchasingVendors, bills, expenses, approvals and payments.BankingConnect your bank, or import statements, and keep every line.Bank ReconciliationMatch bank lines to your records and close the month with confidence.

Compliance and people

Tax and CRA FilingsSales tax, payroll deductions and income tax, drafted from your own books and tracked until paid.People and PayrollHire, onboard, pay and look after your team, with payroll worked out for you.ApprovalsOne approval flow for every module, with a clear record of every decision.GRCStandards, audits and compliance, with evidence in one place.

Operations

InventoryItems, warehouses and stock that follows every sale.ProjectsPlan jobs, track cost and time, and bill progress with holdback.CRMLeads, deals and customers, linked to what they buy.Help DeskTickets, service levels and a knowledge base that keep requests moving.

Work together

Dashboard and ReportsThe numbers owners check, on one screen, and the reports behind them.Sign and DocumentsRequest signatures and keep every document where it belongs.CollaborationConversations, tasks and meetings on the record they are about.
Modules / ANWA Dashboard and Reports

ANWA Dashboard and Reports

The numbers every owner checks, on one screen.

The numbers owners check, on one screen, and the reports behind them.

Get early accessSee the process
Attention feed
Live figures
Saved reports
Where it gets painful today

What goes wrong without it.

You do not know where cash stands without asking someone.
Overdue items are discovered when it is too late.
Reports show different totals depending on who built them.
Your accountant works from an export.
How ANWA fixes it

ANWA Dashboard and Reports, done properly.

A home that fits your role

Owner, accountant, manager or staff each get a dashboard that suits them.

A needs-attention feed

Overdue and coming-due items surface on their own, so nothing waits unseen.

Drill into the source

Click any figure to see the invoices, bills or entries behind it.

A reports centre

Standard reports by area and custom reports you can build and save, from the same ledger.

Follow the process

From start to finish, step by step.

Select any step to see what ANWA does for you there.

  1. 1
    Open Home
  2. 2
    Needs attention
  3. 3
    Drill down
  4. 4
    Run reports
  5. 5
    Share
  6. 6
    Act
Step 1 of 6 · Open HomeA dashboard that fits your role: owner, accountant, manager or staff.
Who it helps

Built for owners, and for the firms behind them.

For business owners

Run it without the paperwork

  • Open one screen and know how the business is doing.
  • See what needs attention today.
  • Trust that every figure comes from the books.
For CPAs, bookkeepers and firms

Review it, don't rebuild it

  • Give clients the same dashboards with their own data.
  • Run the standard reports your reviews need.
  • Drill from a total to the entry behind it.

What it covers

  • Role-based home dashboards
  • A needs-attention feed for overdue and coming-due work
  • A reports centre: business overview, sales, purchases, inventory, time, accountant, banking and taxes
  • Custom reports you can save
  • Receivables and payables that tie to the ledger
  • Everything drills to the source record

Runs for you

Attention feedLive figuresSaved reports

Works with

BooksLedger, journals, trial balance and reports, posted automatically.SalesQuotes, invoices, payments and a list of who to chase.PurchasingVendors, bills, expenses, approvals and payments.ApprovalsOne approval flow for every module, with a clear record of every decision.
Questions

Good to know.

Can I build my own reports?

Yes. You can save custom reports next to the standard ones.

Do reports use live data?

Yes. They read from the same ledger the rest of ANWA writes to.

Can staff see everything?

No. Dashboards and reports follow roles and permissions.

Ready for ANWA Dashboard and Reports?

Join the early-access list and we will write to you once, when ANWA opens.

Get early access