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.
Start free