See income, spending, outstanding balances and overdue amounts, all calculated from the records underneath and consolidated into one reporting currency.
Start with the health of the business, then open the records behind each total.
From source record to answer
Open any total until you reach the documents behind it.
Reporting, project analysis, exchange rates and period controls all read the same records and respect the same accounting boundaries.
Availability
Included on every plan
Part of
Understand and close the books
Try asking
How much did I invoice last month?
Frequently asked questions
How does this feature work?
See income, spending, outstanding balances and overdue amounts, all calculated from the records underneath and consolidated into one reporting currency.
Which plan includes this feature?
Included on every plan. The pricing page shows the current plan boundary and any usage allowances.
Can I use the invoiso assistant with this workflow?
Yes. The in-app assistant can work with the records available to your plan and previews changes before applying them. For example: “How much did I invoice last month?”.
