All features

Reporting

Forecasts

Forecasts build on real data: captured invoices, recurring entries and open claims produce the picture of the coming months.

Forecasts in Invoisary: income and cost forecast, profit and loss forecast, and account balance projection.

What is included

How the year ends if things carry on like this.

Project income, cost, result and account balance forward, based on seasonality and the current run rate.

Income and cost

Coming months are projected from seasonality, with the flat run-rate projection shown alongside for comparison.

Profit and loss

Monthly result plus cumulative curves before and after tax, with the projected annual result above the chart.

Account balance

The balance projection optionally accounts for open invoices, recurring invoices, personal draw and tax, with a minimum balance as the threshold.

More in the same area

Reporting

The Invoisary dashboard with widgets for income and expenses, open claims, and cost-center and supplier charts.

Dashboard

Widgets you choose, extended with charts of your own.

A report in Invoisary showing income and expenses per partner, broken down by month.

Partner report

Who brings revenue and who drives cost, month by month.

The shared group revenue report in Invoisary with expenses, revenue and result per group.

Group report

Expenses and revenue per group, with the result beside them.

Invoisary

Invoisary. Invoices, expenses, and budgets in one workflow.