Reports and insights
See what came in, and what needs you today.
Sales and payments are on Flex. Owed balances, VAT, the trial balance and period close are on Basic.
The three numbers every owner asks about
BizPlusX keeps them apart, so each one means one thing.
Sales
On Flex. What you sold in the period, from invoices and from simple sales.
Money collected
On Flex. What has actually been paid to you, however the customer paid.
Still owed
On Basic. What customers have been invoiced and have not yet paid.
Your dashboard
The same shape every day, so you know where to look
A row of key numbers. A chart of the trend. Beside it, a list called Needs you, with a button on every row. Whatever your business sells, the page is laid out the same.
On your phone
Take the day with you
The app opens on today. Bookings are on Flex. Overdue balances across customers are on Basic, with a button to deal with each.
From each figure to the report behind it
Revenue, profit and margin
On Basic. Net profit and gross margin sit next to revenue, so you see what you kept.
Receivables and payables
On Basic. Who owes you, and who you owe, with what is already due.
Cash in and out
On Basic. The cash available now and what moved in and out of it.
VAT due
On Basic. The tax you owe for the period, ready for your return.
Trial balance
On Basic. Your books in the standard form your accountant expects.
Branch takings
On Growth. Takings, collections and receivables for each location.
Close the month on Basic
- 1
See what is ready
Period-close readiness shows what still needs attention before you close.
- 2
Clear what is flagged
Failed postings and unreconciled items are listed so you can fix them.
- 3
Check the tax
Look at VAT due for the period and compare it with your records.
- 4
Close the period
Lock the month so the figures stay put.
Assistant
Ask in plain words
On every plan, including Flex. Ask about your own records and get an answer. Each plan has an allowance by the day, the week and the month.
Questions about reports and insights
Can I see figures for each branch?
Yes, on Growth. You can see takings, collections and receivables for each branch.
Does BizPlusX keep my books?
On Basic. Your sales, payments and purchases feed your books, and your accountant can work from the same statements.
Do I need to be an accountant to read it?
No. The dashboard speaks in plain words. The detailed reports are there when you or your accountant want them.
Is the assistant included?
Yes, on every plan, including Flex, with a daily, weekly and monthly allowance.
Start each day knowing where you stand
Start free and see today's sales. Add owed balances, VAT and the trial balance on Basic.