Finance & Invoicing
Get paid faster with custom tools for project budgeting, client billing, revenue recognition, and profitability analysis. Boost your bottom line without the headaches.
Project Budgeting & Cost Tracking
Create project budgets and track costs in an Airtable base, with tables for categories, estimates, and actuals. Use formulas and summary fields to calculate variances and automate alerts for overruns.
Profitability Analysis by Project/Client
Analyse profitability by project and client in an Airtable base, with tables for revenues, expenses, and allocations. Use formulas and pivot tables to calculate margins and automate reporting to stakeholders.
Client Billing & Invoice Generation
Manage client billing and invoicing in an Airtable base, with tables for clients, projects, and line items. Integrate with accounting tools like QuickBooks or Xero to automate invoice generation and payment tracking.
Revenue Recognition & Forecasting
Track revenue recognition and forecasting in an Airtable base, with tables for contracts, milestones, and schedules. Use formulas and automation to calculate recognised revenue and update projections based on actuals.