What it is
Finance brings together Sales Invoices, Purchase Invoices, Payments and Expenses. The Overview shows revenue, outstanding and overdue on one side, purchases, supplier balances and expenses on the other. The Reports tab breaks Revenue, Expenses, Profit, Cash flow, Receivables and Payables down by month, project, category or payment type - and every figure is clickable down to the source records.
Why you'll love it
- Project profit = sales invoices − (purchase invoices + expenses), always up to date.
- Click any number to see exactly which invoices make it up.
- The AI Finance Assistant explains what changed.
▶ Watch it
How to do it
Tick each step as you try it in Metrak.
How it connects
Records you create here flow into - or come from - these features.
Who uses it
More in Finance & money
Ready to run your projects on Metrak?
Start free - no credit card. Your whole team can be on it today.