Payment dashboard
Review orders, transactions, balances and refunds in one place.
Payment activity
In Managed: Payment dashboard on Free
Reporting and finance · Payment dashboard on Free
Know your numbers without a spreadsheet
Review payments, expenses, staff earnings and business activity alongside your bookings and client records. Starter adds full reporting; Growth adds business intelligence and forecasts.
Free includes the payment dashboard. Full reports are available on Starter and Growth; business intelligence is Growth only. See pricing for the full plan comparison.
Keep payments and expenses visible
Feature access depends on your plan and setup. Provider and payment charges may apply.
Expenses
Record expenses with receipts, categories, tax lines and recurring schedules.
Expense tracking
In Managed: Available across plans
Staff earnings
Review commission and tips alongside the work recorded in your workspace.
Team payments
In Managed: Full reports on Starter & Growth
Business activity
Bring lead, campaign and stock reports together with your financial workflows.
Business activity
In Managed: Full reports on Starter & Growth
Choose the reporting depth that fits
Start with the payment dashboard, then add broader operational reports or business intelligence as your business grows.
Questions about reporting and finance
See this month’s numbers before the month ends
Start with the payment dashboard and add reports that fit your plan and workflow.