Ask what you made this month and get the breakdown by client, project, and status. It reads your invoices and the bank deposits Accordio has matched to them, so paid, pending, and overdue are always current. No spreadsheet, no adding it up by hand.
Type the question the way you think it. "How much from Northwind this quarter?" comes back as an exact number.
Split revenue by client, project, or status in one ask. You get the cut you asked for, not a fixed report.
It separates deposits that have actually landed from money still owed. You always know what is in the bank versus on paper.
Stack this month against last, or this quarter against the same one a year ago. The trend shows up without building a chart.
It points out who is driving your revenue and who has gone quiet. You catch a client concentrating too much of your income early.
It reads your live invoice and deposit data every time you ask. No export, no refresh, no stale spreadsheet.
Reads your Accordio invoices and the bank deposits matched to them via Plaid.
Pulls every revenue source into one place to query.
Slices your income any way you ask for it.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Based on your contracts and invoice schedule, AI predicts your income for the next 30/60/90 days.
"Invoice Sarah for the branding project." AI pulls the contract, tracked time, and rate — builds the invoice.
First of the month. AI generates: total revenue, by client, by project, compared to last month. Sent automatically.
Which clients and projects make you the most per hour? AI calculates effective hourly rate across everything.