What Dashboards and Visibility Do You Get with Outmin?

Outmin provides different levels of access and visibility depending on whether you're a client or an accounting firm. Clients get a streamlined view of their own bookkeeping, while firms have comprehensive oversight across all their clients' accounts.

For your clients: the Client Dashboard

Each client has access to their own Outmin dashboard (via desktop or mobile), giving them visibility over their bookkeeping. The interface is designed to be mostly view-only, with minimal input required.

• Cashflow visibility
  Clients can see money coming in and going out, including recent transactions, sales, and payments.
• Document uploads
  Receipts and invoices can be uploaded by taking a photo, using drag-and-drop, or emailing them in.
• Clarification requests
  If Outmin needs more information about a transaction, clients receive a message (Rex request) in the app and can respond directly.
• Reports
  Clients can view financial reports such as P&L and Balance Sheet at any time.
• User and location management
  Businesses with multiple locations can switch between them. Admin users can manage access and add team members.
• Centralised document access
  All documents (invoices, receipts, bank feeds, etc.) are stored in one place for easy access.

For your firm: the Practice Portal

As an accounting partner, you’ll have full visibility into your clients’ bookkeeping activity through the Outmin platform.

Client Dashboard Visibility: 

• Accounting Partner will have full access to their Clients’ Dashboards at all times, where they can see all data and activity 

Treatment Querying: 

• Accounting Partners can query treatments made by Outmin and tell us to update at any time 

Data Health Stats: 

• Outmin will provide the Accounting Partner with a detailed view of data health each month, which breaks down verification levels, missing documents and compliance risk.

Coming Very Soon: The Outmin Client Management Portal

We’re currently rolling out a dedicated Accountancy Portal that brings all client data into one central hub, built for practices managing multiple businesses.

As soon as you log in, you’ll see:

• A complete client list, with instant access to each individual account
• A live feed of unallocated transactions, so you can quickly spot what needs attention across your client base

Once inside a client’s account, you’ll have full access to their bookkeeping environment. The portal is sleek, functional, and organised into six key areas:

• Bank: Multi-account syncing, real-time reconciliation progress with percentages, and flagged unallocated items
• Suppliers: Activity tracking, invoice status, and document access
• Revenue: Aged debtor breakdowns and sales activity
• VAT: Quarter-by-quarter status and return preparation
• General Ledger: Full account histories and linked documentation
• Trial Balance: On-demand reporting and exportable summaries

With everything in one place, it’s easier to track progress, spot issues, and stay in control, whether you’re reviewing one client or fifty.