You keep a spreadsheet of what you billed. It already contains your revenue, your margin, who keeps coming back and what is still owed — it just never shows you. This reads that file and puts all of it on one screen.
A date and an amount is the whole requirement. Every other column is optional and simply unlocks another page when it is there.
Revenue, gross margin, orders and what you are still owed — each against the window before it, so you see the direction.
Month by month, your top customers, and the channel mix that actually brought the orders.
Retention by cohort, the month people stop coming back, and what a customer is worth over the whole relationship.
Receivable ageing buckets, days sales outstanding, past due, and the oldest invoices as one chase list.
What it matched from your file, and what it could not. A blank stays blank instead of becoming an average.
Switch pages, change the window, filter by line of business — the numbers move, because this is the file itself, running in the page. Northgate Supply Co. and its figures are invented; the file is the one you get.
One file you double-click. It reads the spreadsheet of invoices you already keep — nothing to install, nothing to connect.
Price in USD. Etsy adds local VAT or tax at checkout depending on your country.
No team, no ticket queue, no account manager between us.
I am a data analyst with a full-time job doing exactly this. Everything here I built and I run — the nightly loaders, the checks that catch a broken feed before you would, the backups. You write, I answer, usually the same day.