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Financial overview

Know what comes in. And what the work costs.

Review approved work value alongside recorded business expenses and project costs. Understand estimated profit without piecing the records together.

Get startedSee how it works

A clearer way
to keep things moving.

01

Approved work value

See the value of accepted proposals.

02

Costs in context

Review business expenses alongside the costs of your projects.

03

A useful estimate

Understand the relationship between approved value and recorded costs.

HOW IT WORKS

From here
to your next step.

01

Keep records connected

Link proposals and costs to the right work.

02

Review the overview

See the totals available for the selected currency.

03

Explore the detail

Open the records behind the figures.

GOOD TO KNOW

A little more
about financial overview.

Visit the help center
01Is estimated profit my collected cash?

No. It uses approved work value and recorded costs. Invoice payment status is tracked separately.

02Are different currencies added together?

Different currencies stay separate in the financial overview.

Better together.

Proposals

Give every project a polished start.

Explore

Contracts

Get the agreement in place.

Explore

Invoices

Keep the payment details clear.

Explore
YOUR NEXT CHAPTER STARTS HERE

A little less managing.
A lot more creating.

Give your best work the space it deserves.

Get started for freeWorking together? Meet Yaai Studio.