Real-time cash flow metrics, receivables, tax automation, and AI growth insights.
Revenue sources breakdown
Live transaction stream
| Invoice No | Customer | Issue Date | Due Date | Amount | Status | Action |
|---|---|---|---|---|---|---|
| NEX-2026-1083 | Acme Global Innovations | 2026-07-01 | 2026-07-16 | $5,381.00 | Paid | |
| NEX-2026-1082 | Sterling Digital Agency | 2026-06-15 | 2026-06-30 | $1,203.00 | Overdue |
Create, manage, track status, and dispatch invoices, quotations & proforma notes.
| Invoice # | Customer & Contact | Type | Issue Date | Due Date | Total Amount | Balance Due | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| NEX-2026-1083 | Acme Global Innovations eleanor@acmeglobal.com | Invoice | 2026-07-01 | 2026-07-16 | $5,381.00 | - | Paid |
|
| NEX-2026-1082 | Sterling Digital Agency marcus@sterlingdigital.agency | Invoice | 2026-06-15 | 2026-06-30 | $1,203.00 | $1,203.00 | Overdue |
|
Manage customer accounts, tax details, credit limits & outstanding receivables.
Track product stock, service pricelists, HSN codes, low-stock warnings & profit margins.
| Item Name & Category | SKU / Code | HSN/SAC | Selling Price | Purchase Cost | Tax % | Stock Level | Margin |
|---|---|---|---|---|---|---|---|
|
Enterprise SaaS Cloud Subscription (Annual)
Software Subscriptions
|
SAAS-ENT-ANNUAL | 998313 | $2,400.00 | $600.00 | 18% | Service | +75% |
|
Custom API & Integration Engineering
Professional Services
|
ENG-HOURLY-SR | 998314 | $150.00 | $75.00 | 18% | Service | +50% |
|
Smart POS Hardware Terminal (Model X-50)
Hardware & Devices
|
HW-POS-X50 | 847130 | $499.00 | $280.00 | 18% | 24 Pcs | +44% |
|
Thermal Paper Rolls (80mm x 50m - Box of 20)
Consumables
|
SUP-TP-8050 | 481190 | $45.00 | $22.00 | 12% | 4 Box | +51% |
Log corporate expenses, scan receipts using AI OCR, and track tax deductions.
| Vendor Name | Category | Date | Payment Mode | Description | Tax Paid | Total Amount |
|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Cloud Infrastructure & Hosting | 2026-07-02 | CARD | EC2 & Cloud Run server cluster usage. | $255.69 | $1,420.50 |
| GitHub Inc | Software Licenses & SaaS | 2026-07-05 | CARD | GitHub Enterprise seat licenses. | $0.00 | $210.00 |
Real-time ledger of received payments via Stripe, Razorpay, UPI QR, and Direct Bank Transfers.
| Txn ID & Date | Invoice # | Customer Name | Payment Method | Gateway Status | Settled Amount |
|---|---|---|---|---|---|
| WIRE-88912 2026-07-10 14:20 | NEX-2026-1083 | Acme Global Innovations | BANK_TRANSFER | Success | $5,381.00 |
Export GSTR-1, Profit & Loss Statements, Customer Receivables Ageing & Cashflow Ledgers.
| Customer Name | Invoices Count | Tax Collected | Total Billing Value |
|---|---|---|---|
| Acme Global Innovations | 1 | $820.80 | $5,381.00 |
| Sterling Digital Agency | 1 | $179.64 | $1,203.00 |
Real-time financial audits, revenue forecasting, collection strategies & expense anomaly detection.
Invite staff members, assign specific permissions for accountants, sales staff, and auditors.
| User Details | Role | Status | Last Active |
|---|---|---|---|
|
A
Alex Vance
alex@company.com
|
Admin | Active | Now |
|
S
Sarah Chen
sarah.accounting@company.com
|
Accountant | Active | 2 hours ago |
|
D
David Miller
david.sales@company.com
|
Sales | Active | Yesterday |
Scale seamlessly as your invoice volume and team expand. Cancel or upgrade anytime.
Ideal for freelancers and solo founders starting out.
Perfect for growing agencies, MSMEs, and startups.
For large businesses with dedicated accounting teams.
Manage legal tax profiles, banking information, invoice numbering & payment gateways.