The Home page is your central hub for monitoring all your companies in one place.
Instead of switching between companies, you can quickly see what needs attention, check wallet balances, and stay on top of your cash position across your entire group.
Your to-do list
At the top of the page, you'll find a consolidated to-do list showing pending actions across all companies included in your Group View.
Tasks are automatically organized by priority:
Priority | Description |
Critical | Actions that require immediate attention |
High | Important actions that should be reviewed soon |
Medium | Pending actions that are less time-sensitive |
Each task shows:
The company it belongs to
The action required
A shortcut that takes you directly to the relevant section in that company's workspace
💡 The to-do list follows your company filter. If you remove a company from the filter, its tasks will no longer appear.
Wallet summary
Below the to-do list, you'll see a wallet card for each company included in your Group View.
Each card displays:
Current wallet balance
Latest top-up amount and date
Low balance warning when funds are running low
This makes it easy to monitor liquidity across all your companies without switching between accounts.
Wallet Forecast AI
Each wallet card includes a Wallet Forecast AI prediction.
Using upcoming and recurring payments, Pemo estimates when a company may need additional funds.
For example:
"You may need a top-up in 10 days."
This gives you more time to plan ahead and avoid unexpected funding gaps.
Corp Tax Savings
The Corp Tax Savings widget combines data across your selected companies and shows your estimated corporate tax savings.
This includes:
Verified expenses
Potential expenses that may qualify for tax deductions
Use this widget to understand how much value your recorded business expenses may generate.
Pemo Cashback
The Cashback widget shows how much cashback you've earned across all selected companies.
You'll see:
Cashback earned this month
Total cashback earned to date
This gives you a quick view of the value your businesses are getting back from spending through Pemo.
📌 Both the Corp Tax Savings and Cashback widgets update automatically based on the companies selected in your company filter.