Workspace Controls
Financial data is stored in this browser until you export a backup or move the tool into WordPress.
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Dashboard

Recent Activity

Monthly Overview (Last 6 months)

Revenue Expenses

Outstanding Invoices

InvoiceCompanyClientDue DateAmountStatus

Invoices

Invoice #CompanyClientIssue DateDue DateAmountStatusActions

Expenses

DateCompanyDescriptionCategoryVendorAmountActions

Clients

NameWorkspaceClient CompanyEmailPhoneTotal BilledActions

Statements

Statement Filters

Search by person, client, vendor, or invoice to build a filtered statement.
DateTypeCompanyPerson / AccountReferenceDescriptionStatusAmountActions

Reports

Revenue by Client

Expenses by Category

Invoice History

MonthInvoicedCollectedExpensesNet