> ## Documentation Index
> Fetch the complete documentation index at: https://help.trykarat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating your dashboard

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

From the left navigation, you can access:

<AccordionGroup>
  <Accordion title="Banking">
    View balances, account details, statements, tax savings, referrals, and Banking Cards.
  </Accordion>

  <Accordion title="Payments">
    Send money and manage payouts.
  </Accordion>

  <Accordion title="Invoicing">
    Create and send invoices, manage recipients, and track invoice metrics at a glance.
  </Accordion>

  <Accordion title="Bookkeeping">
    View financial reports, categorize transactions, and export statements.
  </Accordion>

  <Accordion title="Credit Card">
    Manage your Karat Card, including transactions, statements, cardholders, and rewards.
  </Accordion>

  <Accordion title="Perks">
    Access partner benefits and savings.
  </Accordion>

  <Accordion title="Settings">
    Manage account details, team access, alerts, connections, and your subscription.
  </Accordion>
</AccordionGroup>

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.

*<sub>Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.</sub>*