Core Features

Explore the powerful tools available in the Axiom Blue Client Portal designed to streamline your financial management.

1. Dashboard Overview

Your dashboard is the command center. It gives you an immediate snapshot of your business health.

  • Cash Flow Graph: Visualise money coming in and going out over the last 30 days.
  • Pending Tasks: See immediate actions required, such as signing a document or approving a payment.
  • Recent Activity: A feed of the latest transactions and system updates.
Tip: You can customise the date range on your dashboard widgets to see quarterly or yearly trends.

2. Document Scanning & OCR

Never lose a receipt again. Our integrated document scanner uses Optical Character Recognition (OCR) to extract data from your bills and receipts automatically.

How it works:

  1. Navigate to the Documents tab.
  2. Click Scan Doc or Upload.
  3. The system automatically reads the vendor, date, and amount.
  4. Review and click Approve to push it to your ledger.

3. Financial Reporting

Generate professional reports with a single click. Whether you need a Profit & Loss statement for the bank or an aged receivables report for chasing payments, it's all here.

  • Profit & Loss: Income vs Expenses.
  • Balance Sheet: Assets vs Liabilities.
  • Aged Payables/Receivables: Who owes you, and who you owe.

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