Finance
Money in, money out
Receipts read on their own. Invoices that are legally yours. Both reconciled against the bank.
Every receipt that lands in the mailbox, every invoice a vendor emails, every PDF you drop in: read, categorised, and totted up by vendor and by month. Expenses is the money-out half of Finance.
Receipts arrive three ways
- Billing mail from a vendor’s known senders is parsed on its own. Connect the mailbox the receipts go to.
- API
- Some providers sync receipts directly.
- Upload
- Drop a PDF or a photo. Vendor, amount, date and invoice number are read off it. A PDF with several invoices becomes one expense each.
Working the list
- Approve, reject, categorise. Categories are yours.
- Vendors are records: every expense from a vendor on one page, with the contract and the contact.
- Duplicates are detected and skipped. Currencies stay separate.
- Bulk edit: categorise a filter, mark a month reviewed.
Reading it
Spend by category and vendor, month to date, and the trend against the prior period. The assistant answers the rest: what did we spend on tools last quarter, which vendors went up.
Around finance
The parts of the workspace this one works with.
Income
Money in. Every document you issued, paid against unpaid, by client, reconciled with Stripe.
Income is every document you issued: invoices, receipts, credit notes. Paid against unpaid, by client, with the Stripe payment reconciled beside it so the books match the bank.
Banking
Your Mercury account in Finance. Balances, every transaction, spend by category, receipts matched to bank lines, and payments you approve in Mercury.
Connect Mercury and the bank sits next to the rest of the money. Balances, every transaction, and spend by category, with the receipt matched to the line it paid for. Banking is the third tab of Finance.
Green Invoice
Issue invoices, receipts and credit notes that are legally yours, and reconcile them against Stripe.
Income rides on your invoicing provider account, connected per user. Documents issued from Everything are issued by the provider, numbered by the provider, and legally yours. A correction is a credit note, which is how invoicing compliance works.
Stripe
Revenue, MRR, churn, overdue invoices and customer billing health. The assistant can also make payment links, start subscriptions and void invoices.
Connect Stripe and the money shows up where the relationships are. Each customer carries its MRR, its subscriptions and whether the last payment went through. The Revenue report reads real cash. Stripe stays the source of truth.
Questions
Personal cards?+
Forward the receipt to the mailbox, or upload it. The source is recorded.
Is the reading accurate?+
Vendor, amount and date are read reliably from most receipts. Anything uncertain is flagged for a look.
Can I chase unpaid invoices from here?+
Yes. Filter to unpaid and ask the assistant to draft reminders, or send them yourself with the hosted link.
Is this bookkeeping?+
It is the record of what you issued and what was paid. Your accountant still closes the books; the export is for them.
Which banks?+
Mercury, for now.
Can it move money on its own?+
No. A payment is a request that someone approves in Mercury, unless your workspace has turned on direct domestic sends for people allowed to use them.
What happens if I disconnect?+
The token and Everything’s copy of your transactions are removed. The history of payment requests stays.
Can I edit an issued invoice?+
No. Issued documents are immutable. Cancel it with a credit note and issue a new one.
Other providers?+
Green Invoice today. Write to support about yours.
Does it change anything in Stripe?+
Only through the assistant, and only the things above, each after you confirm. The pages read. Refunds and anything else, do in Stripe.
Several Stripe accounts?+
Connect each. Revenue is reported per currency and per account.
Try finance on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.
More in Measure
The daily brief, reports, goals and the money.
What is overdue, who is waiting, what has gone quiet, and what is on the calendar. Written before you open it.
Pipeline, revenue, outreach, calls, templates, sequences, rep leaderboards, engagement, and the tabs you build yourself.
Pin a target to a metric, per user, team or workspace. Attainment computes itself.