Advanced Features
Financial Tracking & Profit Analytics
The platform separates basic financial tracking from profit analytics. Use both together for a more accurate picture of business health.
Two Financial Layers
Financials Dashboard
- • Revenue tracking (monthly/yearly)
- • Expense entry with receipts
- • Invoice aging buckets (0-30, 31-60, 61-90, 90+ days)
- • Category-level accounting
- • Quick expense photo capture
Profit & Margin Analytics
- • Order-level cost vs sell comparison
- • Category profitability breakdown
- • Customer profitability ranking
- • Underpriced order detection
- • Export to CSV/XLSX/PDF
Invoice Management
- • Generate from Orders — One-click invoice generation from any order
- • PDF Download — Professional invoices with your logo, payment terms, and totals
- • Email Invoices — Send directly to customers with pay link
- • Online Payments — Stripe Connect integration for card payments
- • Partial Payments — Track deposits and payment plans
- • Tax Handling — Automatic tax calculation for non-exempt customers
Profit Analytics Reports
- • Revenue Summary — Total revenue and profit metrics
- • Profit by Category — See which product lines are most profitable
- • Customer Profitability — Rank customers by total profit contribution
- • Job Profitability — Identify underpriced orders with cost vs sell analysis
- • Top/Bottom 10 — Quick view of best and worst performing orders
Stripe Connect Integration
- • Connect your Stripe account in Settings → Payment Settings
- • Customer payments go directly to your Stripe balance
- • Automatic invoice status updates via webhooks
- • View payout history and upcoming payouts
- • Supports refunds from Stripe dashboard
Invoice Aging
Track outstanding invoices by age:
0-30 days
Current
Current
31-60 days
Overdue
Overdue
61-90 days
Past Due
Past Due
90+ days
Collections
Collections