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CEO Dashboard — Live

Onescreen.Real-time.Yourentirebusinessataglance.

Stop opening 7 apps to understand how your company is running. The Entrepreneur Dashboard shows live bank balances (Open Banking), cash flow, instant P&L, ad performance, site visitors, new leads and proactive AI alerts.

Request a demoSee the ERP ecosystem
Real-time bank balances
Proactive AI alerts: stocks, invoices
Drag-and-drop widgets
Entrepreneur DashboardConnect (Chat & Video)VoIP Telephony
Revenue this month
€142,800
+12%
Total expenses
€98,200
-3%
Net profit
€44,600
+28%
Available cash
€67,350
+5%

Value multiplies when it becomes part of a continuous workflow.

This is precisely what separates an enterprise product from an isolated page. We aren't merely describing independent functions, but highlighting how this module smoothly advances the entire IMFS architecture.

BPF Workflow Layout:


  • 1. Connect bank accounts (Open Banking)
  • 2. Configure KPIs relevant to your business
  • 3. Customize the dashboard with drag-and-drop widgets
  • 4. Activate proactive AI alerts
  • 5. Monitor daily from browser or mobile app

Native Components:


  • Data from the entire ecosystem:
  • Built for owners, not for accountants:
  • Fast approvals:

7 screens. Everything you need as a boss.

Critical financial data, real cash flow and approvals — straight on your phone, in real time.

Real-time Profit & Loss

Revenues, expenses, gross margin and net profit — calculated automatically from billing and accounting, not Excel.

Visual Cash Flow

30/60/90 days cash flow chart. Know exactly when money comes in and when you must pay.

Approvals on phone

Payment requests, purchase orders, vacations — approve them with a tap.

Connected Open Banking

Bank accounts from major banks connected via SaltEdge/GoCardless. Balances updated automatically.

Executive reports

Top clients, top products, receivables aging, cash forecast — generated automatically.

Smart alerts

Receive notifications when: cash drops below threshold, an invoice is 30+ days overdue, a client has large balance.

Before vs. After IMFS Entrepreneur

Before

  • Call the accountant: "how much is in the account?"
  • Wait 2 weeks for the monthly report
  • Don't know exact profit until balance sheet
  • Approvals on email, getting lost in inbox
  • Open 4 banking apps separately

With IMFS Entrepreneur

  • Open phone: see live cash
  • P&L and real-time updated cash flow
  • Net profit automatically calculated from invoices
  • Approve requests with one tap, full history
  • Bank accounts in a single screen
One screen, all business

Stop losing your morning opening 7 apps to understand how your firm is going

Most entrepreneurs start their day like this: open internet banking, then the cash flow Excel, then the CRM, then Facebook Ads Manager, then Google Analytics, then business WhatsApp. 30 minutes lost daily just to understand the situation.

The IMFS Entrepreneur Dashboard compresses all this info on a single screen. Live bank balances, current month sales, expenses, ad performance, new leads, alerts — all updated in real time.

And the AI doesn't wait to be asked. It alerts you proactively when something goes wrong: low stock, overdue invoices, abandoned opportunities.

Core Capabilities

A robust module isn't just visually stunning. It is deep, coherent, and natively connected to the rest of the ecosystem.

Live Bank Balances

Instant P&L

Real-time KPIs

Ad Performance

Site Visitors & Conversions

Proactive AI Alerts

AI Insights with Recommendations

Customizable Widgets

Mobile Ready

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