Dashboard
All activity — AED
Recent Activity
Client Wallets
Client Wallets
All clients and balances
| Client | Phone | Wallet Balance | Total Deposited | Profit Earned | Cycles | Actions |
|---|
Active Cycles
Open → close when done → client decides
Cashout Register
All cashouts across all clients
| Date | Client | Type | Amount (AED) | Profit | Reference | Description |
|---|
Purchase Orders
Supplier purchases
| PO # | Date | Supplier | Item | Qty | Unit Price | Subtotal | VAT | Total | Actions |
|---|
Invoice Register
All generated documents
All
Sales Invoices
Purchase Invoices
Receipts
Extensions
| Doc # | Type | Date | Party | Amount | Actions |
|---|
VAT & Tax Report
UAE FTA — 5% VAT
Taxable Transactions
| Invoice # | Date | Party | Net | VAT (5%) | Gross | Type |
|---|
Accounting Log
Double-entry journal
| Date | Reference | Description | DR Account | DR Amount | CR Account | CR Amount |
|---|
Export Data
Download as PDF, Excel, or CSV
🧾
Invoices
All invoices and receipts
👤
Clients & Wallets
All client details and balances
🔁
Cycles
All investment cycles
💰
Transactions
Full transaction ledger
🛒
Purchase Orders
All supplier purchases
📒
Accounting Log
Double-entry journal
Import from Excel
Upload a file or paste data directly from Excel
📂 Upload Excel File
📋 Paste Transactions
👥 Bulk Create Clients
🧮 Profit Calculator
1
Upload File
Choose your Excel file
2
Preview
Review what will be imported
3
Import
Push to database
Select your Excel file
📊
Drop your Excel file here or click to browse
Supports .xlsx files with Jimmy's sheet format
Expected columns: Order Number, Mobile Number, Client Name, Product, Quantity, Price Per kg, Total Price, Date, Month, Year, Type
Expected columns: Order Number, Mobile Number, Client Name, Product, Quantity, Price Per kg, Total Price, Date, Month, Year, Type
Company Settings
Shown on all invoices and receipts
Company Information
This PIN is required to unlock a deposit that's been used in a cycle
Logo
Invoice Preview
⚠ Danger Zone
These actions affect all your data. Create a backup before clearing.
Backups
Snapshots of your data — create before importing or clearing
📦
No backups yet
Click "Create Backup Now" to save a snapshot
Team & Access
Manage who can access this account and their role
Invite Team Member
They must first create an account at this URL with this email, then you assign them access here.
Current Team
How roles work:
⚡ Admin — full access: add clients, start cycles, record profits, delete, export, manage settings
👁 Viewer — read-only: can see all data, view invoices, export — but cannot add, edit or delete anything
To add a team member:
1. Ask them to open the app URL and create an account with their email
2. Come back here, enter their email, choose their role, click Grant Access
3. Next time they log in, they'll see your data with the correct permissions
⚡ Admin — full access: add clients, start cycles, record profits, delete, export, manage settings
👁 Viewer — read-only: can see all data, view invoices, export — but cannot add, edit or delete anything
To add a team member:
1. Ask them to open the app URL and create an account with their email
2. Come back here, enter their email, choose their role, click Grant Access
3. Next time they log in, they'll see your data with the correct permissions