Clients and suppliers

Clients and Suppliers answer two questions: who brings in the most revenue, and where the money goes. Each page ranks companies by net amount for the period you choose, with each company's share of the total.

Both live under Brain > Finance. A third ranking, Recurring expenses, opens from the Finance report and lists the suppliers you pay month after month.

Rank your clients or suppliers

Steps

In Nucleo, go to Brain > Finance > Clients (or Suppliers).
Choose the period with the period buttons, or set a custom range and click Apply.
Optional: click Compare vs last year to turn the comparison on or off. When it is on, each amount shows the same period of last year below it, marked LY.
Optional: in Search companies, type part of a name to find a company. Its rank stays the one it has in the full list.

Read the ranking

Column	What it shows
#	The company's rank in the period.
Company	The client or supplier. The last row counts the companies in the list.
Invoiced (net) or Spent (net)	The net amount invoiced to the client, or spent with the supplier, in the period.
Share	The company's share of the total, as a percentage.

Use Export to download the ranking as a CSV file.

Open a company's finance summary

Click a company in the ranking. A side panel opens with:

What you invoiced to the company and what you spent with it in the period.
Open invoices and Overdue, with their value and number of documents.
Avg payment time: how many days the company takes, on average, to pay.
Documents: how many documents it has.
Monthly trend: invoiced amounts by month, or expenses for a supplier.
Latest documents: the ten most recent documents, each a link to the document page.
Open company card →: a link to the company page.

Close the panel to go back to the ranking. Only companies that exist in Brain open a panel.

See recurring expenses