Good morning!
Here is your business at a glance today
Business Plan
This Month
Simple Money Flow โ Last 6 Months
Revenue vs expenses by month
Spending Breakdown
Where your money went this month
Payment Reminders
Invoice Aging
Basic Alerts
Customers Who Owe You
| Customer | Invoice | Days | Amount |
|---|
Recent Transactions
| Date | Description | Type | Amount |
|---|
Money In & Out โ Record every payment you receive and
every payment you make.
All Transactions
| Date | Reference | Description | Purpose | Category | Type | Amount / Conversion | Actions |
|---|
Expenses โ Everything you spend to run your business. Rent,
electricity, packaging, marketing, and more.
All Expenses
| Date | Description | Paid To | Category | Amount |
|---|
Invoices โ Bills you send to customers. Track which are paid,
waiting, partial, or overdue. Includes VAT & tax support and
manual reminders.
Invoice Register
| Invoice # | Customer | Sent | Due Date | Status | Payment | Total (LKR) | Actions |
|---|
Quotes & Estimates
Prepare a document, email or download it, and convert the
accepted version into an invoice.
| Document # | Customer | Date | Valid Until | Status | Total | Actions |
|---|
Customers โ Customer details, billing addresses, invoice
history, and quick WhatsApp/email contact links.
My Customers
Who Owes Me โ See all outstanding invoices and money you owe
to suppliers. Use the WhatsApp button to send reminders.
Customer Invoices to Collect
LKR 0
Supplier / Business Payables
LKR 0
Supplier / 3rd Party Management โ Track suppliers, vendors,
contractors, and other third parties in one place.
Suppliers & 3rd Parties
3rd-Party Account Ledger
| 3rd Party | Direction | Purchase / Service | Date | Due | Status | Balance | Actions |
|---|
Payroll Management โ Open a section below to manage
employees, contractors, payroll, statutory contributions,
attendance, payments, compliance, and workforce costs.
Employee Payroll
| Employee | Department | Gross | Net Salary | Employee EPF | Employer EPF | Employer ETF | APIT | Status | Actions |
|---|
Process Monthly Payroll
Select a payroll month, review each employee, then record payment. Paid and pending status is retained separately for every month.
Payroll Monthโ
Paid Employees0
Pending Employees0
Worker classification warning: Calling an individual a
freelancer or contractor does not by itself remove statutory
employment obligations. Classification must reflect the actual
contractual and working relationship.
Independent Contractors / Freelancers
Maintain genuine contractor profiles separately from employee payroll. Mark uncertain relationships for compliance review.
Genuine Contractors0
Compliance Review0
Active Contracts0
Contractor Payments
Record invoices and retainers for the selected month. Marking one paid creates a contractor expense and cash-out entry.
Pending Payments0
Paid This Month0
Outstanding0
| Contractor | Month | Invoice / Service | Due | Status | Amount | Actions |
|---|
Statutory Contributions
Employee EPF0
Employer EPF0
Employer ETF0
Employee EPF reduces net pay. Employer EPF and ETF are employer costs and do not reduce employee net salary.
APIT & Tax
Estimated APIT0
Primary Employment0
Secondary Employment0
Leave & Attendance Inputs
This optional component is prepared for working days, days worked, paid leave, unpaid leave, overtime, holiday and Poya hours. Fixed monthly payroll can continue without attendance inputs.
Attendance EnabledOptional
Unpaid Leave Inputs0
Overtime Inputs0
Payroll Payment History
| Date | Month | Employee | Method | Reference | Amount |
|---|
Payroll & Compliance Reports
Workforce Cost Reporting
Gross Earnings0
Employer Statutory Cost0
Total Employer Cost0
Team Access โ Business supports unlimited users with role
permissions and admin controls.
Business Team RolesManage Team
| Role | Permissions | User Limit |
|---|
Admin Backlog โ A record of edits, deletions, supplier
changes, and admin-level account actions.
Recent Admin Activity
| Date | Action | Item | Before | After | By |
|---|
Business Reports ๐
Income vs expenses, profit, outstanding invoices, customer
revenue, and supplier spend
Monthly Cashflow Trend
Income and expenses by month
Income vs Expenses
Monthly comparison
Customer Revenue Report
| Customer | Invoices | Total Billed | Paid | Outstanding |
|---|
Business Insights โ A plain-language summary of how your
business is doing. No spreadsheets needed.
๐
This Month Summary
๐ฌ Income vs Expense Comment
โ
Things to Check
โ ๏ธ Payment & Expense Warnings
Business Settings
Settings & Billing
Manage business details, invoice defaults, saved footer text,
billing, team access, and account controls without leaving the
page.
My Business Details
Business Information
Appears on invoices only when entered.
Business Currency
Used for salaries, deductions, and employer payroll
costs.
Business stores transactions in LKR for reports, while
each entry keeps the currency you actually earned or
spent.
Invoice Defaults & Templates
Invoice Defaults
All new invoices and invoice PDFs use this selected
theme.
New invoices will use this prefix, for example INV-0001.
Switch the structure and mood of every invoice while
keeping your selected template colour.
Bank Details
Optional. These details appear automatically on every
invoice and stay hidden when blank.
Template Library
Invoice Preview
Your Business Logo
Your Current Plan
Business Plan โจ
LKR 8,500 / mo
Choose monthly or annual billing; first payment is due after
the 15-day trial
Built for growing SMEs ยท unlimited users
Your Business trial status will appear here.
Everything in Studio, plus:
โMoney In & Out
โExpense Tracking
โSupplier / 3rd Party
Management
โWho Owes Me
โBusiness Reports
โBasic Business
Insights
โMonthly Email
Reports
โPriority Support
โUnlimited Users
โVAT / Tax Support
โMore Invoice
Templates
โManual Payment
Reminders
Team Access (unlimited)
Create invite links and assign roles in Manage Users.
Business allows unlimited users.
Authorized Team
Notification Preferences
Monthly Email Report
Prepare a basic monthly business summary for email.
Manual Payment Reminders
Use the reminder buttons in Invoices and Who Owes Me.
Automated reminder schedules can be connected as
integrations are enabled.
Automatic WhatsApp / SMS Follow-ups
Advanced automation can be connected as integrations are
enabled.