Revenue, expenses, headcount cost — visible at a glance.
Finance & Accounting
Total revenue, total expenses, net profit/loss, monthly burn, top vendors, top clients — refreshed live from invoices and payroll runs.
What it does
- Aggregate inbound (revenue) and outbound (expense) invoices into one view.
- Monthly burn rate calculated from completed payroll + expenses.
- Top vendors and top clients ranked by amount.
- GST tracking on every invoice.
Main benefits
- Real-time financial pulse — no waiting for the bookkeeper's report
- GST data tracked per-invoice, audit-ready
- Top vendor/client ranking surfaces concentration risk
Who uses it
Founders
Daily check on burn vs. revenue without booting Excel
Finance
Pull a month-end summary in seconds
Investors / advisors
Share-ready snapshot of where the company stands
Example workflow
- 1Invoices recorded as inbound or outbound
- 2Payroll runs feed into expense totals automatically
- 3Dashboard shows revenue / expense / net / burn live
- 4Drill into any line for the underlying invoice
Reports available
- Revenue by month
- Expense by month
- Net profit/loss
- Top vendors / top clients
- GST owed / claimable
Admin controls
- Inbound / outbound invoice management
- Status transitions (Draft → Sent → Paid → Overdue → Cancelled)
- Batch operations via the AI agent
See Finance & Accounting on your team's data.
30-minute demo on a real workspace, with your policies wired up. No slides.