invoiso
Understand and close the books
Included on every plan

Reports that let you keep asking why

Build reports for income, expenses, receivables, payables and stock at any past date. Group and drill down independently by customer, supplier, category, product or period while totals stay visible. Compare net, VAT/GST and gross side by side.

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An invoiso income analysis report with drill-down and export controls.
Change the view, open any total and export the same result without rebuilding it elsewhere.

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

  • Show me income by customer by quarter this year
  • What did I spend the most on this quarter?

Where this earns its place

See how this feature fits a real business workflow.

Agencies, consultancies & contractors

See which projects actually make money

See revenue, shared costs and budget for every project in one view.

See the use case

Frequently asked questions

How does this feature work?

Build reports for income, expenses, receivables, payables and stock at any past date. Group and drill down independently by customer, supplier, category, product or period while totals stay visible. Compare net, VAT/GST and gross side by side.

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: “Show me income by customer by quarter this year”.

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