Sample Monthly Financial Dashboard

Management tool

These tools are provided free for general information only and are not tax, financial or legal advice. AI can make mistakes — you are responsible for checking your own work against the law and your client's circumstances before relying on any result.

Privacy: everything you enter runs only in your browser. Nothing is saved, sent to us, or sent to any AI service, and results cannot be saved or downloaded on the free version.

Do not enter information that identifies your client. Where a tool asks for a client name, enter first name and last initial only. Registered tax and BAS agents must not disclose information relating to a client's affairs to a third party without the client's permission, unless there is a legal duty to do so — Tax Agent Services Act 2009, s 30-10(6) (Code of Professional Conduct item 6).

Tools marked 'Based on proposed law' model draft legislation that may change.