Revenue reports
Revenue summaries, comparisons, time series and revenue by client, with export.
The problem it solves
Analysing fee income usually means exporting to a spreadsheet and building it by hand.
How it works
- Open revenue reports.
- Choose a summary, comparison, time series or by-client view.
- Export the report if you need it elsewhere.
What your practice gets
- Fee income analysis without spreadsheets.
- Compare periods.
- Export when needed.
Watch it in the product
A short recording of revenue reports in use.
Questions accountants ask
Can I compare periods?
Yes.
Can I export?
Yes.
Can I see revenue by client?
Yes.
Related features
Features that work alongside revenue reports.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
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.
VideoDisbursements
Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.
See 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.