Financials
Track payables, receivables, budgets, and financial reporting in one system so cash flow is visible, performance is measurable, and decisions aren't made from outdated spreadsheets or gut feel.
Run your business with real financial visibility
Most home service businesses don't lack data—they lack clarity. Financial information is scattered across accounting software, spreadsheets, and memory. Financials brings it together so leaders can see what's happening, compare against plans, and make faster, better decisions.
Core Resources in Financials
Accounts Payable
Track vendor bills with due date visibility to manage cash flow.
- Vendor bill tracking
- Due date visibility
- Payment scheduling
- Cash flow management
Accounts Receivable
Track invoices with aging reports to improve collections.
- Invoice tracking
- Aging reports
- Collection visibility
- Payment status
Budgets
Department-level budgeting with variance tracking.
- Department-level budgets
- Variance tracking
- Spending control
- Forecast comparison
Profit & Loss
Monthly P&L reporting with trend tracking.
- Monthly P&L reporting
- Trend tracking
- Revenue visibility
- Expense analysis
Balance Sheet
Cash position tracking with asset and liability visibility.
- Cash position tracking
- Asset visibility
- Liability tracking
- Financial health
Chart of Accounts
Standardized account structure for clean reporting.
- Standardized accounts
- Clean reporting
- Category organization
- Consistent tracking
Financial Dashboards
Customizable dashboards with key metric visibility.
- Customizable dashboards
- Key metric visibility
- Real-time data
- Executive overview
Financials is part of the Performance module
Our features are organized into modules that help you command every part of your business—People, Property, Pipeline, Performance, and Process. Everything works together to save time, reduce frustration, and drive the business forward.
Performance
Run the business with confidence with clear financial visibility and targets that drive real accountability. The Performance module connects KPIs, benchmarks, and reporting so leaders can spot issues early, make smarter decisions, and stay ahead of the numbers.
Learn MoreMake financial decisions with confidence
Track payables, receivables, and budgets in one place so you always know where you stand and what to do next.