Billing insights
Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.
The problem it solves
Partners cannot see where cash is stuck or which clients are profitable without building reports.
How it works
- Open billing insights.
- Review revenue, profitability, aging and the cash-flow forecast.
- Drill into client profiles and payment predictions.
What your practice gets
- See where cash is stuck.
- Profitability by client.
- A forward view of cash flow.
Questions accountants ask
Is the forecast guaranteed?
No. Forecasts and predictions are estimates to inform your decisions.
Where does the data come from?
From invoices, payments and time recorded in Fedix.
Who is it for?
Partners and practice managers.
Related features
Features that work alongside billing insights.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoRevenue reports
Revenue summaries, comparisons, time series and revenue by client, with export.
VideoPractice bank feed matching
Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.
VideoSupplier bills
Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.
Card and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
Service catalogue
Maintain your standard services and fees once, adjust prices in bulk, set commission treatment, map lodgment types to items and import with AI help.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.