Features

Everything in Inala today

Built for owners and finance people at businesses with 2 to 50 staff. Agencies, consultancies and trades are who we had in mind.

Dashboard

  • What clients owe you in rands, with the overdue part shown on its own
  • Ageing in five buckets: current, 1 to 30, 31 to 60, 61 to 90 and 90+ days
  • Cash received in the last 30 days
  • Budget against actual for this month and the financial year to date
  • Your five largest overdue clients and the next follow-ups due

Receivables

  • Every invoice with filters for open, overdue, paid, and drafts or voided
  • A client view with what each client owes and how fast they usually pay
  • Payment speed per client: average days to pay, days late and the share paid on time
  • One definition of what counts as owed, used on every screen and in every export

Chasing

  • A ladder for each overdue invoice: friendly reminder, firm reminder, final notice, then a call
  • Follow-up copy written for you, as a single invoice or a statement of every open invoice
  • Copy to the clipboard or open it in your own mail app
  • Mark a step sent, record a promise to pay with a date, or pause a chase while a query is sorted out
  • A broken promise goes straight back on the list

Budget against actuals

  • A budget per profit and loss account per month
  • Start from last year's actuals plus or minus a percentage, then adjust
  • Actuals come from the Xero profit and loss report, month by month
  • Variance for each cell, each section, net profit and the full year
  • Open any month to see the accounts and the invoices behind it

Your team and your data

  • Invite people by link as owner, admin, finance or viewer
  • Every change is written to an activity log that cannot be edited
  • Export invoices, clients, payments, budget, actuals and the activity log as CSV
  • Delete the business at any time. That removes its data and disconnects Xero

Not in the beta

Billing, sending follow-ups by email from Inala, writing anything back to Xero, a Xero App Store listing and mobile apps. We will add these when customers ask for them.

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Features | Inala