Navigating your dashboard - Karat Help Center

Dashboard Overview

Your dashboard is the central hub for your Karat account. When you log in, you’ll see an overview of:

• Your checking accounts and combined balance
• Your Automated Tax Planning (ATP) account (if enabled)
• Recent money in and out
• Active cards
• Credit summary (if approved for the Karat Card)
• Any required actions or alerts

Accessing Features

From the left navigation, you can access:

• Banking: View balances, account details, statements, tax savings, referrals, and Banking Cards.
• Payments: Send money and manage payouts.
• Invoicing: Create and send invoices, manage recipients, and track invoice metrics at a glance.
• Bookkeeping: View financial reports, categorize transactions, and export statements.
• Credit Card: Manage your Karat Card, including transactions, statements, cardholders, and rewards.
• Perks: Access partner benefits and savings.
• Settings: Manage account details, team access, alerts, connections, and your subscription.

Most actions (issuing a card, sending money, reviewing transactions, or downloading reports) can be completed in just a few clicks.

Managing Multiple Organizations

If you belong to multiple organizations, you can switch between them using the organization switcher at the bottom of the left sidebar. Click on your current organization name to see all organizations you have access to and switch between them. You can also create additional organizations from your dashboard. Each organization maintains its own accounts, cards, and settings, but you use a single login to access all of them. You only need one set of login credentials to access all organizations you belong to. When you’re invited to join another organization or create a new one, you’ll continue using the same email and password. Simply switch between organizations using the organization switcher in the sidebar.