Finance and reports

See your invoices, expenses and statements next to the clients and contracts they belong to, and read each area of Brain in one report.

Finance shows the documents of your accounting system inside Brain: invoices, pro formas, credit notes and expenses, with the companies and contracts they belong to. You keep issuing and editing documents in your accounting system, Fatture in Cloud or Odoo. Brain reads them, so that a sales rep looking at a client, or a manager looking at a contract, sees what was actually billed and paid.

On top of the documents, Finance shows your cash in Banks, where your money goes in Costs, and what would happen if something changed in Scenarios.

Documents reach Brain through the accounting connection in Connections. After the first import they update every night, and you can ask for the latest figures at any time with Sync now. Nothing you do in Finance changes your accounting: the only thing you edit in Brain is the link between a document and a contract.

Reports is the other half of this area. It gives each part of Brain its own overview, from leads to projects, and the Finance report brings income, expenses, margin, receivables and cash together in one page. You see only the reports for the areas your role can open.

In this section

• Finance documentsBrowse invoices, pro formas, credit notes and expenses from your accounting system, open a document and link it to its contract.
• Clients and suppliersRank the companies you invoice and the suppliers you pay, and open any of them to see what is open, overdue and how fast they pay.
• Income statementsCompare your company's yearly results and open any year's income statement and balance sheet.
• Banks and cashSee the balance of your bank accounts, cards, Stripe and PayPal in one figure, connect your banks and follow the money in and out each month.
• CostsSee where your money goes, by cost category and by department, and decide the category and department of each supplier.
• ScenariosStart from your real monthly costs and revenue, change them from a given month, and see the effect on your result and your cash.
• ReportsRead an overview of each area of Brain, from leads to finance, and click through to the records behind every figure.