Cash flow summaries + bank feeds in Bookipi Invoice

Managing cashflow can be hard when you’re a small business owner.

Most small businesses owners are too busy to spend time tracking cash flow and the products that are meant to help them are too hard.

To make this easier for our users, we’re launching a new cash flow feature in Bookipi Invoice that syncs with your bank feed and lets you quickly look at your inflow and outflow.

When you connect your bank feed, you’ll get a monthly overview of your cash flow.

If you want to look at your cash flow over a different time frame, you can set the range to weekly, fortnightly, quarterly or to a custom range.

Your transactions are automatically categorised so you can see where your money comes from and where it goes.

You’ll also get a breakdown of your largest and most recent transactions.

If you have any questions or feedback about this feature, please reach out to our support team.

If there are any other features that you would like to see added to Bookipi Invoice, you can request them here.

Get easy tools for your small business

Bill and invoice clients easily with our simple invoice maker, Bookipi Invoice mobile app. Find out how to get the most out of Bookipi Invoice with our mobile app guides.

Want to win more work for your small business? Try out Bookipi’s proposal maker and make professional proposals with all the details you need to win more jobs set out clearly. 

Download Bookipi Expense mobile app for free to track business and personal expenses from anywhere. 

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