Product Capabilities
Every feature listed here is live in the product. Each one includes a quick check you can run in your own workspace.
Reviewer quick-start · about 5 minutes
Formulas are published on the Methodology page so results can be checked by hand.
Add, edit and delete customers. Each customer shows total invoiced, total paid, outstanding balance, average days to pay and on-time rate, calculated from their invoices and payments.
Try it: Add a customer, invoice them, record a payment and watch the figures change.
Create, edit and delete invoices with number, customer, amount, issue date and due date. Status moves to Partially Paid, Paid or Overdue automatically. Search, filter by status and export to CSV.
Try it: Create an invoice with a past due date and see it marked Overdue.
Record completed, pending or failed payments against an invoice. Remaining balances update immediately, and a payment larger than the balance is rejected.
Try it: Pay half an invoice and check its balance and status.
Scheduled receivables, expected cash inflow, at-risk and overdue amounts, forecast confidence, calculation date and the factors used. An auditable forecast built on verified ledger balances and customer payment behaviour.
Try it: Change a due date and see the chart redraw on the Cash Flow page.
See current, 1–30, 31–60 and 60+ day balances, plus open invoices ranked by overdue age and remaining balance.
Try it: Create invoices with different due dates and compare their position on Overview.
A logistic-regression model trained on each workspace's own settled invoices once at least 10 exist. Every open invoice receives a late-payment probability and an A–D grade, with the learned feature weights shown on Overview.
Try it: Record 10 or more settled invoices, then open Overview to see each open invoice scored.
Search and filter customer, invoice and payment records, then export the current results to CSV for review and reporting.
Try it: Filter invoices by status and export the resulting list.