Finance

Finance

Finance shows how your organisation is doing against its budget, in four tabs: Overview, P&L, Cash flow and Balance sheet. Filter by Scenario, by Closed through month or by Projects. How much cash you will have, and for how long, is in  Cash flow forecast⁠ .
Finance is in Beta. It shows your own budget and actuals once we set it up for you as part of our financial monitoring offer. Until then, it shows sample figures from an example organisation, so you can see what you'd get. Each team also gets its own budget page; see  Team budgets and budget areas⁠ .
Your bookkeeping connects under  Integrations⁠  (Moneybird or QuickBooks). What each tool costs per month shows on your  tools⁠ .