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.

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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.

Revenue Dashboard

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
Revenue — Q3 2025
Invoiced
£48,200
Collected
£41,850
Outstanding
£6,350
JanSep
Profitability Analysis

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
Job Profitability
Bathroom Renovation62% margin
Revenue: £8,400Cost: £3,192
Boiler Service78% margin
Revenue: £180Cost: £40
Emergency Call-Out34% margin
Revenue: £320Cost: £211

Know your numbers,
grow your business

Real-time financial insights that help you make smarter decisions. No spreadsheets required.

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