Monitor Revenue and Expenses
Planfix is a system for managing entire companies, using rules you set. Use data tags to manage company finances and get a complete view of financial movement in your company.
Planfix is a system for managing entire companies, using rules you set. Use data tags to manage company finances and get a complete view of financial movement in your company.
Planfix's features let you set up a single system for managing all of your company's business processes. Add data tags to the system to track project costs and view return on investment.
Reflect all kinds of costs in the system, for long-term projects and one-time tasks. Track expenses and revenue not only for client projects, but also for internal tasks, such as tasks that involve office software or company marketing campaigns.
Install the "Income and Expense tracking" configuration to use a pre-made solution. You can use it to quickly get the system set up according to the needs of your company's workflows.
With data tags, you can keep track of time, money, and other parameters of your business. Learn how easy it's to track expenses at the project, task, and employee levels to understand where your money is going.