Financial Reporting
& Business Insights
Know your numbers at a glance. Revenue, payments, VAT, and job profitability — all in real-time dashboards built for trades businesses.
Revenue Tracking
See total invoiced, collected, and outstanding amounts. Filter by date range, customer, or job type.
VAT Summaries
Automatic VAT calculation from your invoices. Quarterly summaries ready for your accountant or MTD submission.
Job Profitability
Compare revenue against labour costs per job. Identify your most and least profitable service types.
Your finances at a glance
A live dashboard showing invoiced revenue, collected payments, and outstanding balances. Spot trends and catch issues before they become problems.
- Monthly and quarterly revenue breakdowns
- Paid vs overdue at a glance
- Year-on-year comparison
- Export to PDF or CSV
Know which jobs make you money
Compare what you charged against what it cost you. Labour, materials, and time — broken down per job so you can price smarter.
- Revenue vs cost per job
- Margin percentage by service type
- Labour cost from logged team hours
- Identify underperforming job types
Know your numbers,
grow your business
Real-time financial insights that help you make smarter decisions. No spreadsheets required.