Revenue, profit, and costs organised by month. No spreadsheets.
Invoiced · September
Sep 202616 quotes accepted
Received
Completed payments
To collect
Open balance
Expenses
17 receipts scanned
VAT due
Current quarter
Performance · 90 days
64%sent
average value
to accept
Know if the month was good
Invoiced, collected, expenses and net result on one screen.
See where you lose money
Profit per job and collection rate. What the bank account does not tell you.
Ready for the accountant
Export the month with the tax itemised, without spending Sunday afternoon adding up.
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See your revenue for each month, compare with previous months, and spot trends. Everything calculated automatically from your paid quotes.
September · where the money went
Materials
BuildRight, Toolmart, Sanitana
Tools
2 purchases
Transport
Fuel and tolls
Subcontractors
1 helper · 3 days
Total expenses R 25,680. All from scanned receipts, nothing entered by hand.
Invoiced per month · 2026
R 1,039,200 this year02
Each client shows the total billed, associated costs, and profit margin. Discover which clients are most profitable and where you can sharpen your pricing.
For anything else, message us on WhatsApp.
Reports include monthly revenue, profit by client, material costs by period, and a summary of quotes by status, all calculated automatically from your activity.
You can export individual quotes as PDF. Exporting aggregated reports as CSV is planned for an upcoming release. Your data is always available in the analytics dashboard.
Reports update in real time whenever you record a payment, create a quote, or add an expense. There's no need to wait for manual or overnight processing.
Yes. For each client, you see total billed, associated costs, and real profit margin. This helps you spot your most profitable customers and the ones that need renegotiating.
Free to start
Available on the Plus plan. Start with a 14-day free trial.