Finance
Revenue, expenses and profit, next to the deals that made them.
Earnings per client, recurring costs, salaries and commissions. Collect payments through your own Stripe account.
Included in Pro. Cancel anytime.
The finance dashboard. Gross revenue, expenses and profit for September. A chart of earnings against expenses, and a list of recurring costs and payments.
See the profit, not just the revenue.
Income, costs, salaries and commissions on one page. Payments matched to the client.
01
A finance dashboard, not a spreadsheet
Gross revenue, contracted value, expenses, profit and margin, new cash collected, versus the previous period. Monthly, yearly or custom, and an export.
02
Recurring costs and salaries
One-off and recurring expenses by category. Monthly salaries generated on their due date. Commission rules per setter and closer.
03
Get paid through your own Stripe
Payment links, invoices, instalments and subscriptions tied to a client and a deal. Every payment matched to the client; the rest waits in an inbox.
Re-keying numbers between apps is a full-time job.
25hours a week
lost re-keying data between 10 different apps.
Source: Intuit QuickBooks, Business Solutions Survey 2024Questions about finance
Know your margin every morning.
Connect Stripe once. The dashboard does the rest.
Free plan · No credit card