How the Dashboard in Saldio Works
From open invoices to financial KPIs: how Saldio visualizes important business information in one central dashboard.
Many SMEs work daily with multiple systems and disconnected information sources.
Open invoices, bank accounts, projects, payments, and accounting data are often spread across different platforms.
As a result, businesses frequently lack a centralized overview of their current situation.
Why Modern Dashboards Matter
Today, a dashboard is far more than just a start page.
It helps businesses:
- identify important KPIs faster
- monitor financial developments
- track open tasks
- identify risks early
- make decisions more efficiently
The more centralized and up-to-date information is, the more efficiently companies can operate.
The Typical Challenges
Many businesses regularly face situations such as:
- overdue invoices detected too late
- limited visibility into liquidity
- information spread across different systems
- KPIs manually compiled
- missing visibility over open tasks
- time-consuming reporting processes
As businesses grow, complexity increases significantly.
The Saldio Approach
Saldio connects:
- invoices
- payments
- banking
- accounting
- projects
- tasks
within one centralized dashboard.
This creates a real-time overview of the most important business information.
1. Overview of Open Invoices
The dashboard can display:
- open customer invoices
- open supplier invoices
- overdue payments
- current balances
This improves financial transparency.
2. Real-Time Financial KPIs
Saldio can visualize important KPIs.
Examples include:
- liquidity
- revenue development
- open receivables
- outstanding liabilities
- cash flow
- cost overviews
This supports better decision-making.
3. Banking and Payment Status
Through banking integration, Saldio automatically recognizes:
- incoming payments
- open payments
- account balances
- payment transactions
This keeps financial information continuously updated.
4. Tasks and Workflows
The dashboard can also display open tasks.
Examples:
- pending approvals
- overdue invoices
- open projects
- missing documents
- outstanding payments
This improves visibility and operational workflows.
5. Centralized Information Platform
Saldio connects:
- financial data
- projects
- customers
- suppliers
- documents
- accounting
within one centralized platform.
This reduces disconnected workflows and duplicate work.
Benefits for SMEs
A modern dashboard provides several advantages:
| Benefit | Value |
|---|---|
| centralized overview | better control |
| real-time KPIs | faster decisions |
| integrated financial data | improved transparency |
| visible open tasks | better workflows |
| fewer manual reports | lower administrative effort |
| centralized platform | fewer disconnected tools |
Why Small Businesses Benefit the Most
Small businesses often:
- have little time for reporting
- use multiple systems simultaneously
- require fast decisions in daily operations
A centralized dashboard significantly improves visibility while reducing administrative effort.
Modern Business Dashboards for Swiss SMEs
Modern business software should centrally visualize:
- financial data
- invoices
- banking
- tasks
- projects
- accounting
This creates more efficient and transparent workflows.
The Saldio Vision
Saldio was built to provide Swiss SMEs with a modern and simple business platform.
The goal:
- centralized visibility
- less complexity
- real-time information
- greater transparency
- better decisions
Conclusion
Business information should not be spread across multiple disconnected systems.
When invoices, banking, accounting, and tasks are centralized, businesses benefit from:
- better visibility
- faster decisions
- less administration
- improved transparency
Saldio combines finances, workflows, and business information in one modern dashboard.
From order to balance.