Sales, expenses, and receipts together
Month-end means reconstructing revenue from email threads, random folders, and a spreadsheet that is always slightly wrong.
What it does
Sales and expenses keep revenue, costs, and receipts next to the client records that produced them, so month-end is something you read rather than reconstruct.
Track sales and expenses, upload receipts, and keep a clearer month-end picture next to the same client and project context.
How it works
- Log the money — sales from invoices, expenses with receipts attached.
- See it per client — revenue context sits on the same record as the conversation.
- Read the month — the financial summary rolls up revenue, expenses, and outstanding invoices.
- Export when needed — hand your accountant numbers instead of screenshots.
What you get
- Sales and expenses on the client record
- Upload receipts and keep proof attached
- See revenue context without a separate spreadsheet
- Operational clarity—not full accounting replacement
Outcome
One financial picture per client. Month-end clarity without reconstructing from email.
Common questions
Does this replace accounting software?
No. This is operational finance: what came in, what went out, what is still owed. Statutory books stay in your accounting tool.
Can I attach receipts?
Yes. Upload the receipt with the expense so proof stays with the record instead of in your camera roll.
Where do I see who still owes me?
Invoice status on each client record, and the outstanding total in the financial summary.
Keep reading
- Professional invoices
- Stop guessing who paid and who still owes you
- You are the sales team, ops team, and finance team
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