Guide #6
Guided Money Flows on Dashboard
Use guided flows to win clients, bill retainers, recover overdue invoices, and prepare month-end tax packs.
Workflows7 min readUpdated 2026-04-29
Guided Money Flows on Dashboard
The dashboard now includes a Guided money flows hub with four playbooks:
- Win client
- Bill monthly retainer
- Recover overdue payment
- Prepare month-end tax pack
How to use
- Open Dashboard.
- Scroll to Guided money flows.
- Click a card to open step-by-step actions.
- Complete each linked task.
- Mark flow complete when the money task is done.
Completion state is saved locally in your browser so you can resume where you left off.
Recommended flow order
- Win client
- Bill monthly retainer
- Recover overdue payment
- Prepare month-end tax pack
Related guides
Previous
Using BabaBot — AI Assistant for Finance Operations
Next
Tracking Expenses, Deductions, and Tax Readiness
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