Multi Business Dashboard

Overview:

Managing multiple businesses efficiently can be challenging, requiring a seamless way to navigate, track, and oversee financial activities. The Multi-Business Dashboard simplifies this process by offering a centralized interface, allowing users to access and manage multiple businesses effortlessly. This feature optimizes financial monitoring, improving workflow efficiency and decision-making.

A. Accountant View: This section is designed for accountants at firms, enabling them to easily view and monitor the financial activities of their clients' businesses.

B. Business View: This area allows employees of the business to efficiently track and manage their own financial operations.

Highlighted Features:

📌 Role-Based Access – Accountants see client businesses, while business users see their assigned businesses.

📌 Search – Search businesses by name for quick access.

📌 Dynamic Business Intent Handling – Clicking on a business redirects users based on intent:

👉 BooksGPT, FirmClosingSuite, & PremiumFirmClosingSuite → Business Settings Page

👉 FullBookkeeping → Business Dashboard

📌 Streamlined Navigation – Improved UI with left-aligned business search and an intuitive layout.

Benefits:

A. Improves Efficiency – Easily switch between multiple businesses without extra navigation steps.

B. Better Organization – Ensures users access only relevant businesses based on their role.

C. Faster Decision-Making – Consolidated data for better financial oversight and quick actions.