For finance
See the cash coming, and what does not add up
Late invoices, cash and revenue forecasts, credit, odd transactions.
Retail & e-commerce
Subscriptions & SaaS
- A ranked list with reasonsRecover failed paymentsFailed cards quietly turn into lost customers. Generic retry emails treat a $9 plan like a $900 one.Starts in one click
- A forecast, period by periodRevenue for the next 6 monthsSpreadsheet growth rates are hopeful guesses. A realistic forecast per plan shows when to hire and when to wait.Starts in one click
- How long until it happensWhen each customer is likely to cancelKnowing someone will leave is not enough: you need to know when, to act before it happens.Ready-made settings
- Unusual rows, with whyUsage spikes and shared accountsOne login used from six countries, or an export loop running all night, costs you money and nobody notices.Ready-made settings
B2B sales & services
- A forecast, period by periodWhat the pipeline is really worthWeighted pipelines add up optimism. Quarter-end pushes and slow summers are left out.Starts in one click
- How long until it happensWhen this deal will closeClose dates in the CRM are guesses that slide every week, so the month's revenue is a surprise.Ready-made settings
Finance & accounting
- A ranked list with reasonsWhich invoices will be paid lateCollections start once an invoice is overdue, when the cash gap is already there and the customer has paid someone else first.Starts in one click
- A forecast, period by periodCash coming in, month by monthCash planning is a spreadsheet updated by hand, with last year's seasons and a hopeful growth rate.Starts in one click
- One clean spreadsheetReceipts, invoices and statements into one spreadsheetHours every month go into typing receipts and statement lines into the books, with typos to hunt down afterwards.Bring your photos, documents or AI logs
- Unusual rows, with whyDuplicate payments and unusual transactionsA vendor paid twice or an amount ten times the usual slips through when nobody can read every line.Ready-made settings
- A category per rowCode transactions to accounts automaticallyBookkeepers code the same coffee shop and software subscription to the same account, every month, by hand.Ready-made settings
- A ranked list with reasonsWhich customers to give credit toNet-30 terms go to everyone, and one bad customer can wipe out a quarter's margin.Starts in one click
- Fields pulled from textPull vendor, amount and dates out of emailsInvoices and payment notices arrive as emails, and someone retypes the vendor, amount and due date.Ready-made settings
- A forecast, period by periodExpenses next quarter, by categoryBudgets copy last year and add a percentage, then travel season and price rises blow them up.Starts in one click