Financial Dashboard

Assets Historic Details

Total Cash on Hand
Invoice Income Not Received
Outstanding Invoices
Outstanding Quotes
Total Expenses (MTD)
Total Expenses (QTD)
Total Expenses (YTD)
Net Profit / Loss
Expense vs Income Trend Line
Upcoming Expenses by Week
Upcoming Income by Week
Upcoming Expense / Income by Week for Month
Top 10 Spending Categories
Total Income
Recurring vs One-Time Expenses (Last 12 Months)
Upcoming Recurring Payment
Daily Payout Summary

Invoices & Quotes – From Estimate to Payment, All in One Flow

Easily create, manage, and track quotes and invoices with a flexible system designed for both sales and service-based operations. The Invoices & Quotes app helps you deliver clear, accurate billing while maintaining a full audit trail of client interactions, line items,

payments, and adjustments — all connected to your broader financial and operational workflows.