📊 Web dashboard

Know your numbers.
Every month.

Revenue summaries, outstanding invoice tracking and enquiry conversion — all in one place. Export records for your accountant and stop piecing together your business from a pile of bank statements and Post-it notes.

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14-day free trial · Web dashboard · No payment needed

Revenue overview

Your money at a glance

Open the reports page and instantly see total revenue this month, outstanding balance, and how many invoices are overdue. A bar chart shows month-by-month income so you can spot your busy periods and plan accordingly.

✓ Total revenue for the current month
✓ Outstanding balance across all invoices
✓ Overdue invoice count flagged clearly
✓ Month-by-month revenue bar chart
✓ Works in any currency — set per project

Revenue report · October 2026

£18,450

Paid this month

£6,280

Outstanding

Overdue

Monthly revenue

£9.2k

May

£11k

Jun

£6.1k

Jul

£13.2k

Aug

£11.8k

Sep

£18.5k

Oct

Export for accountant

Send your records over in one click

Export your invoices as a CSV any time. Filter by date range, then download. Your accountant gets clean, structured data: invoice number, client, amount, status, and dates — everything needed without you having to build a spreadsheet from scratch.

✓ CSV export with one click
✓ Filter by date range before exporting
✓ Includes invoice number, client, amount, status
✓ Sent and paid dates included
✓ Works with any accounting tool or spreadsheet

Invoice export↓ Export CSV

01 Oct 2026

→

31 Oct 2026

INV-0041 · Sarah Johnson

Sent 1 Oct · Paid 5 Oct

£4,200

Paid

INV-0042 · Tom Hughes

Sent 10 Oct · Due 24 Oct

£3,100

Sent

INV-0039 · Mike Turner

Sent 8 Oct · Overdue

£1,600

Overdue

7 invoices in range · £18,450 total

What's included

Everything in reports

💰

Revenue summary

Total income for the month, outstanding balance and overdue count — shown as stat tiles at the top of the reports page.

📈

Month-by-month chart

A bar chart of your monthly revenue across the last 6 months. See where your busy and quiet periods are at a glance.

📋

Invoice breakdown

Paid, outstanding and overdue invoices listed below the summary. Click any row to open the full invoice.

📥

CSV export

Filter by date range and export all invoices to CSV. Hand it to your accountant or import it straight into your bookkeeping tool.

📊

Enquiry conversion

See how many leads you received, how many you quoted and how many you won — at a glance from the reports page.

🌍

Any currency

Reports show figures in whatever currency each project is set to. No hardcoded rates — it works however your business is set up.

Know your numbers.Every month.

Get a clear picture of your business

Know your numbers.
Every month.