Flying Blind
When you don't know exactly where your income and expenses are coming from, you aren't running a business. You're just guessing. Tracking money in a generic way leaves huge gaps in your understanding of where you're actually winning and where you're losing.
This lack of detail makes it impossible to price your services correctly or scale with confidence. Without granular data, a single expensive project can quietly drain your cash flow before you even realize there's a problem.
A Smarter Way to Track Every Dollar
Financial tracking should support your actual workflow instead of adding more administrative weight. An integrated system lets you move away from general totals and start getting intelligence you can use.
Services And Income
When you set up the list of services that you offer, you'll include how and how much you charge.
For any billable service, you'll also select the income category. This is required, so you'll never have uncategorized income.
Because our invoices are automatically created from your billable tasks, and all billable tasks have a service, this provides income tracking by category with no effort required on your part.
Tracking Income And Expenses
Matching your expenses to specific jobs or locations shows your profit margins in real time.
- By Building: The buildings used for bookings can also be used to categorize facility expenses.
- By Task: Entering expenses at the task level gives you highly detailed insights into project profitability.
- By Category: Both income and expenses are assigned by a list of categories that you can update at any time.
Automated Recurring Entries
Stop wasting time manually entering the same monthly bills or predictable income streams.
You can set up batches to post these entries automatically so your books stay current without the constant manual labor.
Use recurring entries for fixed monthly costs to ensure your projected cash flow is always accurate.
Want To Learn More?
If you'd like to see the benefits of a fully integrated system in your own environment, you can use all of our features for 30 days with no credit card required. You can even use Stripe to get paid.