Good morning!
Here is your business at a glance today
Business Plan
This Month
Simple Money Flow — Last 6 Months
Revenue vs expenses by month
Spending Breakdown
Where your money went this month
Due Invoice Reminders
Invoice Aging
Basic Alerts
Customers Who Owe You
| Customer | Invoice | Days | Amount |
|---|
Recent Transactions
| Date | Description | Type | Amount |
|---|
Money In & Out — Record every payment you receive and every payment you make.
All Transactions
| Date | Reference | Description | Purpose | Category | Type | Amount / Conversion | Actions |
|---|
Expenses — Everything you spend to run your business. Rent, electricity, packaging, marketing, and more.
All Expenses
| Date | Description | Paid To | Category | Amount (LKR) |
|---|
Invoices — 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 — Customer details, billing addresses, invoice history, and quick WhatsApp/email contact links.
My Customers
Who Owes Me — 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
Suppliers — Everyone you buy from. Track your total spend per supplier across the year.
My Suppliers
| Supplier | Type | Contact | Total Spent (YTD) | Outstanding | Status | Actions |
|---|
Staff & Payroll — Manage employees, Sri Lanka EPF/ETF and APIT, salary payments, and payroll history.
Employee Payroll
| Employee | Department | Gross | Net Salary | EPF / ETF | APIT | Status | Actions |
|---|
Payroll Payment History
| Date | Month | Employee | Method | Reference | Amount |
|---|
Team Access — Business supports unlimited users with role permissions and admin controls.
Business Team RolesManage Team
| Role | Permissions | User Limit |
|---|
Admin Backlog — A record of edits, deletions, supplier changes, and admin-level account actions.
Recent Admin Activity
| Date | Action | Item | Before | After | By |
|---|
Business Reports 📊
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 — A plain-language summary of how your business is doing. No spreadsheets needed.
📅 This Month Summary
💬 Income vs Expense Comment
✅ Things to Check
⚠️ 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
Business Currency
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 ✨
LKR 8,500 / mo
First monthly payment is due after the 15-day trial
Built for growing SMEs · unlimited users
Your Business trial status will appear here.
Everything in Studio, plus:
✓Money In & Out
✓Expense Tracking
✓Supplier Management
✓Who Owes Me
✓Business Reports
✓Basic Business Insights
✓Monthly Email Reports
✓Priority Support
✓Unlimited Users
✓VAT / Tax Support
✓More Invoice Templates
✓Manual 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.