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Your month in revenue, on the 1st

Monthly Income ReportKnow exactly what you earned, every month

On the first of every month this agent adds up what actually hit your account, split by client and by project, next to last month. It counts invoices Accordio matched to real bank deposits through Plaid, not what you sent out. The report shows up on its own, so you stop tallying invoices by hand.

Try it free
Ideal for Solo operators
April income report
Time comparison
Traditional way
1-2 hrs
Exporting invoices, ticking off which ones actually got paid, rebuilding the same spreadsheet every month.
With Accordio
0 min
The report builds itself on the 1st and shows up ready to read.
Average time saved
98%
From businesses of one who dropped the manual monthly close.
Why Accordio

Revenue At A Glance

One clear total for the month, no spreadsheet to keep alive. You see what you collected the moment the month closes.

Client And Project Breakdown

Splits income by client and by project so you know where the money actually comes from. If one client is half your revenue, you see it.

Month-Over-Month Trend

Puts this month next to last so dips and spikes show up early. No guessing whether it was a good month.

Counts Money In The Bank

Reports on deposits Plaid matched to invoices, not invoices still sitting unpaid. The number is what you actually have.

Delivered Automatically

Runs on the first of every month without a prompt. The report finds you, not the other way around.

Drill Into Any Number

Ask why a client moved up or down and it walks you through the change. Every figure links back to the invoice and the deposit behind it.

Get started

Reads every invoice your bank paid this monthAnd builds the revenue report for you.

Import your files
Gmail, Google Drive, Slack
Reconciled invoices
Recurring retainers
Project payments
Plaid bank deposits
Client accounts
Prior month reports
Total collected
Revenue by client
Revenue by project
Month-over-month change
Top earning client
New vs recurring income
Still outstanding
Average invoice size

Adds context from payment emails and project threads.

Built from the invoices Accordio already matched to your bank feed.

Every figure ties to a deposit matched against an invoice.

Works everywhere

One message.
Every action.

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