Take control of your finances like never before.
Track your business performance month by month, year by year, and spot profitability or losses at a glance.
🧭 Know your numbers instantly
Transform tedious invoice management into clear, actionable reports and dashboards that make steering your business a breeze.
🧾 Invoice Management
Import, view, categorize, and manage invoices from Dext or custom CSV files for streamlined bookkeeping.
📈 Ratios & Reports
Generate detailed financial reports with metrics like gross margin, net margin, payroll ratio, and break-even point, visualized with pie charts for actionable insights.
No more spreadsheets—just smart, data-driven suggestions.
🔌 Dext Automatic Integration or Custom CSV Imports
Seamlessly import invoices from Dext using Zapier webhooks or CSV exports to save time. Import invoices from any other source with a flexible CSV format for maximum compatibility.
✅ Financial Tracking
Enter monthly revenues, costs, taxes, and amortizations to monitor your business performance effortlessly.
Freeze time and gain clarity.
📁 Category Management
Assign categories to invoices and tag them as Fixed, Variable, or None for precise cost analysis and better budgeting.
🕹️ Spread Functionality
Spread invoice costs over multiple months or amortize investments for accurate financial planning and forecasting.
🧑💻 User Management
Assign custom roles (Viewer, Editor, Manager) to control access and permissions for dashboard features, ensuring secure and tailored user experiences.
