Know what you earned, spent and are still owed
Invoices, expenses, receivables and cashflow beside the sales that produced them — instead of in a spreadsheet somebody updates when they remember.
- 1 Invoices & expenses
- 2 Receivables
- 3 Cashflow dashboard
A team of AI agents that works for your business growth
You focus on your craft. Finance and the rest of Business Studio handle the daily marketing work — drafting, posting, replying, measuring — and nothing goes out without your approval.
Built for small business owners
You focus on the work. Finance handles the part of growth that needs a system.
How Finance works
See invoices, expenses, dues and cashflow without leaving Business Studio.
Invoices out of the pipeline
Raise an invoice against the customer already in your CRM, rather than retyping their details somewhere else.
Start 7-day trialExpenses recorded as they happen
Categorised, so the month-end number means something.
Start 7-day trialReceivables you can chase
Who owes what, and for how long. Most small businesses do not have a revenue problem so much as a collection one.
Start 7-day trialCashflow at a glance
In, out and what is outstanding, on one dashboard.
Start 7-day trialWhy businesses switch this on
7,000+ businesses automate their marketing, reviews and follow-up on Data2Sales AI Business Studio.
One customer record
The person you sold to and the person you invoiced are the same record.
Ageing you can act on
Overdue is a list, not a feeling.
Numbers beside the sales
Marketing spend and revenue in the same platform.
Common questions from business owners
Finance is one module. You get the whole Studio.
Pick a plan and every module in that tier switches on together — one workspace, one login, one invoice. Seven days on any pack, then it renews at the plan price.