We’ve rebuilt the Dashboard to make it easier to understand where you stand, what’s coming up, and what needs your attention.

You’ll get a quick view of your Wallet balance and 7-day cash position, with alerts when you’re short and a clear “how much you need” number. We’ve also added cash runway, so you can see how long your funds will last at your current pace.

To help you plan ahead, you’ll now see monthly cashflow trends with a simple net view. And for a higher-level snapshot, we’ve brought key performance signals into one place: funding available (if eligible), money in and out this month compared to last month, outstanding and overdue invoices, and a revenue forecast for next month.

Built to help you spot issues early and make faster decisions—without jumping between pages.

Your Wallet is now a dedicated page — your central hub for managing your Cloudfloat business account.

We've built out the Wallet experience to give you complete control over your funds. View your full transaction history with powerful filters to find exactly what you need. Access your BSB and account details, copy your PayID email with one click, add funds whenever you need them, and set up auto refill so your Wallet always has what you need to keep business moving.

This isn't just a feature update — it's about making your Wallet the default way you manage money in Cloudfloat. Everything in one place, designed to work the way you do.

Cashback just got simpler

You now earn your 15% cashback after you repay all instalments—whether you paid via Wallet or card. Same great reward, simpler rule. No complexity, just cashback for completing your payments.

Your customers now have more ways to pay you. We've added PayID and BSB as payment options on all invoices, sitting alongside card and installment payments.

This means your customers can pay you directly from their bank account using the payment method they're most comfortable with — no extra steps, no friction. Just faster payments and happier customers.

What's new:

• PayID payment option on all invoices

• BSB and account number payment option on all invoices

• Seamless experience alongside existing card and installment options

Getting paid just got easier.