Dashboard
Private to you. Sam cannot see this unless you ask.
Paid invoices and one off income. Not counted in monthly residual. Resets next month.
Accounts
Track every account balance against its target
Income Streams
All money coming in
Expenses
All money going out
Invoices
Create invoices and download as PDF
Goals
Where you are going
Tax Estimate
Income tax estimate. Not financial advice.
Enter your effective tax rate to get an accurate estimate. Check with your local tax authority or accountant. NZ rates range from around 17.5% to 33% depending on income.
This is an estimate only. Not financial advice. Always verify with a qualified accountant.
Rate Calculator
Work out what to charge to hit your targets
Subscriptions
All recurring tool and service costs
Finance AI
Ask anything about your money
Settings
Customise your Beyond Finance dashboard
Theme
Your Logo
Upload your logo to replace the Beyond Finance name in the topbar
Business Info
Invoice
PDF labels use this language. Weglot does not translate downloaded invoices. Your own notes and payment text stay as you type them.
Privacy with Sam
Your dashboard is private. Sam cannot see it unless you choose Share with Sam or Get Sam's help.
Data and Backup
Download all your accounts, income, expenses, invoices and subscriptions as a spreadsheet file.
Exchange rates refresh automatically twice a day.