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Financials

Transactions & expenses

Income and expenses with category and receipt

Rent, payroll, supplies, utilities, advertising: expenses that don't go through a sale also count when measuring the business. Each transaction carries its category, its location and a photo of the receipt.

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Screenshot coming soon · /admin/transacciones

What's included

What transactions & expenses does

Income and expenses with customizable categories
Payment method, invoice number and date
Receipt attached as an image
Filter by location and date range
Accounts to separate banks and cash
What your practice gains

Know if the month closed well, without building a spreadsheet

1

The P&L comes out complete, with expenses included

2

The receipt is where it should be when someone asks

3

See which expense category is getting out of hand

Related modules

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Executive dashboard

Orders, new clients, sales, average ticket and units sold, with a daily chart, recent sales and period-over-period comparison.

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Profit & loss

Period results with revenue from sales and services, cost of goods sold at weighted average cost and categorized expenses.

View module

Reports

Reports on sales, best-selling products, services, peak hours and per-location performance, with date ranges.

View module

Every module ships in the same system, none sold separately.

Try it with your practice's data

Create your account, load the starter catalogs with one click and import your catalog from Excel. If it doesn't work for you in 14 days, you pay nothing.

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