Bookkeeping
📚 Income · Expenses · P&L
Track all financial transactions, categorize them, and compute a basic profit & loss for your CRM app.
📊 Summary – Selected period
Based on all income and expense entries in the current time range.
Connected to invoicing (planned)
Income From all sources
0
Includes income linked to paid invoices and any manual entries.
Expenses Total
0
Sum of all expense entries for the selected time range.
Net result Income – expenses
0
Basic profit & loss figure for this period.
Income
Expenses
Net result
  • Once wired to your backend, these KPIs should match the totals used on your main dashboard.
  • Use categories to improve reporting granularity (e.g. software, salaries, marketing).
⚡ Quick actions
Common bookkeeping tasks you’ll run regularly.
  • Add new income/expense entries as transactions in the table below.
  • Link income entries to invoices from your invoicing module.
  • At month end, export totals for your accountant (future feature).
Automation ideas
Later, you can add bank import, recurring expenses, or rules that auto-categorize transactions (e.g. “Figma” → Software).
📚 Transactions
All income and expense entries for the selected period.
Date Type Category Description Linked invoice Amount
No transactions yet. Use “New transaction” or “Add expense/income” to get started.
🏷️ Categories & P&L
See totals by category and a mini P&L summary.
Categories Edit list
Category Type Amount
Software Expense 0
Rent Expense 0
Sales Income 0
Mini P&L Export full report
Line Amount
Total income 0
Total expenses 0
Net result 0
  • This mini P&L should match the income, expense and net KPIs above.
  • Later you can add multiple P&L views (monthly, yearly, by company, etc.).
⚙️ Bookkeeping settings
Control default currency, tax behaviour, and integration with invoices.
Currency & tax Invoice sync Export formats
  • Default currency and tax rate should be pulled from company settings.
  • Decide whether paid invoices automatically create income entries.
  • Configure export options (CSV, Excel, or direct share with accountant).