The same cost counted twice
A supplier invoice entered again as an expense, or a matched invoice adding a second cash receipt. Both are called out rather than quietly doubling a total.
Finance
Finance
Revenue, costs and cash, with the coverage stated beside it.
Seven pages over one project ledger: the overview, the budget, expenses, subscriptions, payments, invoices and the review queue. Amounts are stored as integer minor units in euros, dollars or pounds. Every figure states what it covers, and the monthly close asks you to acknowledge what the evidence does not establish.
- 7
- pages over one ledger
- 3
- currencies, stored as integer minor units
- 0
- payments sendable from any page
1 of 1 in Finance
In the workspace
The pages this covers
- Finance overviewRevenue, costs and cash in one place, with the coverage behind the answer: are we profitable?
- BudgetPlan business area budgets with fixed amounts and percentages, compare revenue and costs, and review saved history.
- ExpensesTrack operating costs, keep receipts and find what is driving spend.
- SubscriptionsReview recurring software costs, customer subscriptions and upcoming renewals.
- PaymentsBrowse synced Mollie payments, refunds and chargebacks with their latest recorded status.
- InvoicesTrack sales and supplier invoices, due dates, payment matches and supporting documents.
- Finance reviewResolve missing receipts, possible duplicates, overdue invoices and payment matches.
The problem this solves
What goes wrong when this work lives in spreadsheets, documents and one person's memory.
A budget line nobody can delete safely
An area still referenced by non-cancelled costs or commitments cannot be removed, so the plan and the ledger stay in agreement.
A half-applied import
A CSV batch commits whole or rolls back whole, and bulk categorisation validates every selected record before any of them change.
In the app
What it looks like
Captures of Growth-OS itself, rendered with sample data rather than our own records.
Highlights
Why it matters
The budget allocates exactly
Fixed amounts are reserved first, percentages apply to the remaining pool, and the largest fractional shares take the rounding cents, so a hundred percent allocates the pool to the cent.
The review queue explains itself
Possible duplicates, missing receipts, unpaid invoices, upcoming renewals and proposed payment matches, each with its reason and a record of who resolved it and why.
A withheld number beats a wrong one
A missing exchange rate withholds the euro total rather than guessing, and a truncated ledger says that it was truncated.
How it works
From an empty record to something you can act on, in the order you do it.
- 1
Record or import
Enter an expense or an invoice, or preview a CSV first. An invalid row blocks the batch instead of landing half of it.
- 2
Classify the funding
Every outgoing cost is necessary, budgeted or unclassified, and a budgeted one names an area that exists in that month's saved plan.
- 3
Reconcile
Match a payment to an invoice by its provider payment id, after a person has checked the customer and the amount. A provider payment can be allocated once.
- 4
Review, then close
Work the exception queue, then run the monthly checklist across all three currencies.
Honest limits
What this does and does not promise
Payments are stored records carrying a last recorded status. Nothing can be sent, refunded or moved from any Finance page, and reversing a payment record recalculates a balance rather than issuing a refund.
The operating result is provisional. It is not a statutory profit and loss statement and not a bank balance, and the monthly close asks you to acknowledge that before it saves.
Questions
Frequently asked questions
Used alongside this
These pages share records with this one, so what you write here shows up there.
Do this work in Finance
The page opens on this project's records. The in-app guide describes every field.