Reporting & exports

Revenue visibility and tax-ready exports.

Dashboard KPIs show outstanding, paid-this-month, overdue count, and recurring pipeline. Drill into reports for revenue by month, invoice aging, client concentration, and payment mix by chain.

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Dashboard built for operators

See what needs attention today — not just historical charts. Status breakdown pies and recent payments tables keep finance and founders aligned. Overdue invoices surface at the top so collections does not depend on someone remembering to refresh a spreadsheet.

Outstanding AR and paid-this-month KPIs
Overdue count and aging buckets
Recent payments with chain and asset breakdown
Recurring pipeline visibility

Exports for accountants

Queue CSV and PDF exports filtered by date range, client, and status. Each row ties a fiat invoice to on-chain receipt metadata — tx hash, asset, network, confirmation time — so bookkeepers reconcile without wallet explorers.

Invoice aging and client concentration reports
Payment mix by chain for treasury review
Date-range exports for month-end close
Configurable columns for jurisdictional requirements (roadmap)

API access for BI and warehouses

The reports API returns the same aggregates powering the dashboard. Pipe data into Looker, Metabase, or Snowflake for board decks and investor updates without manual CSV pulls.

Common use cases

Month-end close with aging report
Tax prep with annual payment summary
Board decks with revenue trend charts

Related features

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