Financial copilot
Know what was billed. Know what was received.
Review invoice totals, outstanding balances and recorded receipts with the matter context intact. Export a financial view your team can reconcile against the underlying records.
Open this workspaceAvailable in your signed-in workspace, subject to your plan and permissions.
Show where the firm’s recorded revenue stands.
From work to cash
An illustrative view of recorded work, issued invoices and receipts—not a revenue forecast.
Recorded work$12,500
Work ready to review or invoice
Invoiced$10,000
Issued invoices in this period
Collected$8,250
Receipts allocated to those invoices