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Accounting Overview

Get a bird's eye view of your agency's finances.

Financial Dashboard​

View key metrics:

  • Revenue (month/year)
  • Outstanding balance
  • Overdue amount
  • Payment trends

Reports​

Revenue Report​

Track income over time:

  • By client
  • By month
  • By project

Aging Report​

Outstanding invoice analysis:

  • 0-30 days
  • 31-60 days
  • 61-90 days
  • 90+ days

Client Summary​

Financial history per client:

  • Total billed
  • Total paid
  • Outstanding

Export Data​

Export for bookkeeping:

  1. Go to Billing → Export
  2. Select date range
  3. Choose format (CSV, Excel)
  4. Download

Compatible with:

  • QuickBooks
  • Xero
  • Most accounting software