Reports & Analytics

Know your numbers, grow your business

Revenue dashboards, payment aging, expense breakdowns, and AI-powered cash flow forecasting. Make data-driven decisions with real-time business insights.

Real-time dashboard

Your business at a glance

See revenue, outstanding invoices, payment status, and client activity in real-time. The dashboard updates instantly as payments come in and invoices are sent. No more spreadsheet guessing.

  • Total revenue, monthly and year-to-date
  • Outstanding invoices and aging breakdown
  • Payment received vs. expected
  • Top clients by revenue
  • Filterable by date range, client, and project

Revenue (YTD)

$142,580

+18%

Outstanding

$12,400

8 invoices

Paid This Month

$24,200

+12%

Avg. Payment Time

4.2 days

-2.1 days

Monthly Revenue

JanJunDec
Cash Flow Forecast

Next 30 Days

Expected income

$18,400

High confidence

30–60 Days

Expected income

$24,200

Medium confidence

60–90 Days

Expected income

$15,800

Low confidence

AI Insight

Based on payment patterns, 3 clients may pay late this month. Consider sending early reminders to Acme Corp and TechFlow.

AI-powered

Cash flow forecasting with AI

See 30/60/90-day revenue predictions with confidence intervals. AI analyzes your invoicing history, client payment patterns, and seasonal trends to forecast what's coming in — before it arrives.

  • 30/60/90-day revenue predictions
  • Confidence intervals for each forecast
  • Client-specific payment timing predictions
  • AI-generated insights and recommendations
  • Seasonal trend analysis

Detailed reports

Every report you need, exportable anytime

Revenue reports, expense breakdowns, payment aging, profitability analysis, tax summaries, and more. Filter by any dimension and export to CSV or PDF for your accountant.

  • Revenue by client, project, and time period
  • Expense breakdown by category
  • Payment aging (current, 30, 60, 90+ days)
  • Profitability analysis by client and project
  • Tax summary and quarterly estimates
  • Export to CSV and PDF

Revenue Report

YTD revenue by client and project

View

Expense Breakdown

Spending by category and month

View

Payment Aging

Outstanding by 30/60/90 day buckets

View

Tax Summary

Quarterly income and expense totals

Export

"The payment prediction feature changed how I manage cash flow. I finally know when money is coming in instead of just hoping. The reports are exactly what my accountant needs."

M

Marcus Rodriguez

Web Development Agency

Explore more features

Reports work best with data from every part of Invoicely.

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Free plan includes basic reports. Upgrade for AI forecasting and advanced analytics.