Operational issue
Finances get unclear when data is split
Invoices, clients, revenue, expenses, Wise payments, and provider costs are hard to track when they live in separate tools. The total can be correct while the explanation remains missing.
▣Internal production
← All projects
Billing & Profitability Hub
Billing, expense, profitability, and Wise tracking workspace for revenue and cost control.
Proposed system
An internal finance cockpit
The app centralizes invoices, line items, clients, expenses, payments, and profit indicators. The goal is to quickly understand what came in, what went out, who costs what, and what margin remains by project or agency.
Workflow
Financial flow
- 01Client and invoice created
- 02PDF sent or archived
- 03Wise payment tracked
- 04Expenses categorized
- 05Profit calculated
Current state
Used internally
- Multi-line invoices and PDF rendering fixed
- Wise connection available for tracking
- Next step: categorization rules and margin alerts
Flow architecture
From transactions to project profit
Billing and Wise movement become a clear profitability dashboard.
