Skip to main content

Financial Management

Complete financial tools for your agency.

Features

Invoicing

  • Create professional invoices
  • Track payments
  • Automated reminders
  • Multiple currencies

Expense Tracking

  • Log expenses
  • Categorization
  • Receipt uploads
  • Expense reports

Time Tracking

  • Track billable hours
  • Project allocation
  • Team timesheets
  • Automated billing

Project Management

  • Project budgets
  • Milestone tracking
  • Profitability analysis

Dashboard

Key Metrics

  • Total Revenue
  • Outstanding Invoices
  • Monthly Recurring Revenue
  • Expenses This Month

Quick Actions

  • Create Invoice
  • Log Expense
  • Start Timer
  • Generate Report

Next: Invoicing