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Finance > Overview
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Finance overview

Your balance, what's coming in and what's going out, in one place.

Get started with Finance

Four quick steps. You can hide this at any time.

  1. Add your customersOpen workspace
  2. Create your first dealDeal pipeline
  3. Set up your invoice detailsInvoices
  4. Connect Stripe to receive paymentsConnect Stripe

Balance

Not connected yet

Connect Stripe to see your balance and money on its way.

This month

Fills in as you use Finance
No invoices yet

Your numbers appear here once you create invoices, record payments or add expenses.

Create invoice
Revenue this month
No data yet
Create an invoice
Expenses this month
No data yet
Add an expense
Net cash flow
No data yet
Record a payment
Money owed to you
No data yet
See invoices
Bills to pay
No data yet
Add a bill
Forecast vs booked
No data yet
Open deal pipeline

Revenue & cash flow

Last 6 months

Nothing to chart yet
Your revenue and cash flow chart appears once there are invoices or payments to show.

Quick links

Coming up

Nothing due yet. Invoice due dates will show here.

Recent transactions

No activity yet

Payments are handled by Stripe and our banking partners. PipelineIQ is not a bank and doesn't hold your money.