Solva Trade

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your businessBusiness Owner

Insights

finance manager

Cash, bank, M-Pesa, receivables, payables, reconciliations, tax and accounting status.

Command centre

Revenue today

KES 0.00

Posted sales invoices

Gross profit

No posted journals

Financial statement account activity

Net profit

No posted journals

Profit and Loss engine

Cash available

KES 0.00

Treasury account balances

Bank

KES 0.00

Bank and cash ledger

M-Pesa

KES 0.00

Mobile-money account ledger

Working capital

No posted balance sheet

Financial reporting engine

Receivables

KES 0.00

Customer transactions

Widgets

Cash Positionkpi card
Tax Compliancekpi card
Accounting Statuskpi card
Budget Performanceline chart

Morning Brief

Revenue today: KES 0.00. Source: Posted sales invoices. Gross profit: No posted journals. Source: Financial statement account activity. Net profit: No posted journals. Source: Profit and Loss engine. Cash available: KES 0.00. Source: Treasury account balances. Bank: KES 0.00. Source: Bank and cash ledger. M-Pesa: KES 0.00. Source: Mobile-money account ledger. Working capital: No posted balance sheet. Source: Financial reporting engine. Receivables: KES 0.00. Source: Customer transactions. Payables: KES 0.00. Source: Supplier transactions. Inventory value: KES 0.00. Source: Stock balance valuation. Inventory at risk: 0. Source: Inventory alerts. Today's collections: KES 0.00. Source: Treasury receipts and customer payments. Today's payments: KES 0.00. Source: Treasury payments and supplier settlements. Budget performance: No active budget. Source: Approved budgets and posted journals. Projected cash: No forecast. Source: Forecast indicators. Projected revenue: No forecast. Source: Forecast indicators. Tax status: No open filing period. Source: Tax compliance calendar. Accounting status: No open accounting period. Source: Accounting periods and diagnostics. Business Health Score: No score yet. Source: Business health snapshots.

Recommendations

Security event

Review the related record and assign an owner before closing the alert.

Failed eTIMS

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Negative stock

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Tax overdue

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Customer overdue

Review the related record and assign an owner before closing the alert.

Timeline

SalesInvoice created
TreasuryInvoice paid
InventoryInventory adjustment
TaxVAT return prepared
DistributionRoute closed
AccountingJournal posted

Reports and Checks

Executive DashboardBusiness HealthMorning Brief ArchiveKPI ReportAlert ReportTimeline ReportRecommendation ReportTrend ReportBranch DashboardExecutive PackOperational DashboardData Quality ReportSystem Health ReportSalesProfitabilityCashLiquidityInventoryDebtorsCreditorsTax ComplianceAccountingOperational EfficiencyDelivery PerformanceStock AccuracyBudget PerformanceCustomer CollectionsSupplier PerformanceStaff ProductivitySystem UsageData QualitySecurity