Finance Module

Invoices, Expenses, Reports.

The Finance Module - tracking income and expenses, generating invoices, processing payments, and producing reports that actually make sense.

Invoices are generated automatically when customers book appointments or buy products. Accept credit cards, ACH, PayPal, Venmo, whatever your customers use. Get paid faster. Log business expenses, categorize them, and generate reports for tax time. Your accountant will thank you. View profit & loss, revenue by service, customer lifetime value, and monthly trends. Know where your money comes from and where it goes.

Key Features

Everything you need in the Finance Module

Never Write Another Invoice

Customer books a massage. Invoice generated, emailed, payment link included. Customer buys a product. Invoice generated. You literally do nothing. No more 'I'll send you an invoice later' that you forget about.

Get Paid How Your Customers Want to Pay

Some customers want to pay with credit cards. Some prefer ACH. Some love PayPal. Some use Venmo. Accept them all. Stop losing sales because 'you don't take that.'

Tax Time Doesn't Have to Hurt

It's April. Your accountant asks for your 2025 expenses. You panic-search through emails and receipts. Or... you log expenses all year, categorize them, export a clean report. Your accountant cries tears of joy.

Know Where Your Money Actually Goes

Profit & loss by month. Revenue by service. Customer lifetime value. Which service makes you the most money? Which costs you time without profit? Finally, you have answers instead of guesses.

Common Use Cases

How businesses use the Finance Module

Generate invoices automatically

Process payments

Track expenses

View financial reports

Ready to Add Finance to Your Hive?

The Finance Module is available in all Bizz OS plans. Start your free trial or talk to us about your specific needs.