Your financial dashboard, at a glance
Revenue, expenses, profit and outstanding in four tiles, each with its trend. A chart you filter by category, by type, before or after tax and by period. Your waste right below, and your overdue receivables one click away.
Everything you need to run your business
A complete dashboard to track your finances and make better business decisions — included in every plan, even the Free one. An employee without access to the finances sees their own: hours this week and this month, and upcoming tasks.
Revenue & expenses
Revenue, expenses, profit and outstanding in four tiles, with the last full month's change and a mini-chart of the fiscal year.
Charts & categories
Analyze your spending by category and your revenue by customer; filter the main chart by category, by type, before or after tax and by period.
Multi-business
Switch between workspaces to manage multiple businesses from a single account.
Revenue, expenses and profit in one place
- Four tiles: Revenue, Expenses, Profit (revenue minus expenses) and Outstanding
- On each tile, the % change between the last two full months and a mini-chart of the fiscal year
- Revenue and expenses before or after tax (GST and QST)
- Period: fiscal year, last 6 or 12 months, or a calendar year
Charts you filter yourself
- Revenue and Expenses chart: three monthly series — revenue, expenses, profit
- Filtered by category, by type (invoices or expenses) and before or after tax
- Expenses by category and revenue by customer, as pie charts
- Each chart keeps its own period: that is how you customise your dashboard
Your waste, right under your charts
If your role can view waste, the dashboard adds a Waste panel: losses in dollars over time, broken down by reason — expired, spoiled, overproduction… — and the most-wasted items, with the cost of the period. What waste really costs you, without opening a report. The waste log is part of the Point of sale add-on.
- Losses in dollars over time
- Breakdown by reason
- Most-wasted items, at cost
- One period filter for the whole panel
A dashboard for your bank too
The bank import, in the Elite plan, has its own dashboard: the transactions imported, those categorised — by your rules or by hand — and those reconciled with your expenses and invoices, account by account. The month-end reconciliation compares the computed balance with your statement.
- CSV, OFX or QFX files from your bank, institution detected
- Transactions categorised and reconciled, counted
- Month-end reconciliation, account by account
Your favourite reports, one click away
Pin up to six reports with a star: they rise into a strip at the top of the Reports page, saved on your account, business by business. Income statement, sales by item, receivables… what you look at every week is no longer something to hunt for.
- Up to 6 favourites per business
- Reports sorted by group: invoices and expenses, payments, accounting, time tracking, profitability
- Saved on your account, no setup
Overdue receivables and multi-business management
- The Outstanding tile: the balance of invoices still due
- The receivables aging report sorts every debt by age: 0-30, 31-60, 61-90 and over 90 days
- Filter by customer and cut-off date, PDF or CSV export for your reminders
- Switch workspace in one click — several businesses under a single InnoBooks account
Ready to run your business with clarity?
Designed and built in Québec, InnoBooks brings your revenue, expenses and balances together in a single dashboard, updated in real time.
See also
- Accounting — Bank import, reconciliation, general ledger, balance sheet and cash flow.
- Report — Profitability, sales, receivables, taxes and accounting: more than twenty reports.
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