Finance & reporting

Send invoices and see the real margin on every job

Invoices, Xero and QuickBooks sync, and the real margin on every job, from the quote to the last payment.

“We've always needed different sources for different reporting. We wanted everything in one place.”

Harland Guscott, Founder, Guscott Heating Services

Your numbers on one dashboard

Proposals, invoices, collection rate and revenue for the period you pick.

One purchase order per supplier, at their prices, drafted from the job's materials.

Does Payaca integrate with Xero and QuickBooks?: Yes. Payaca has two-way sync with both Xero and QuickBooks. Invoices, customers and items stay in sync between systems, eliminating double entry.
How does project costing work for installations?: Payaca tracks material costs, labour hours (via automatic timesheets), and expenses against each project. You see the true margin on every installation, not just the quoted price.
Can Payaca read supplier receipts automatically?: Yes. Photograph or upload a supplier receipt and Payaca's AI extracts the materials, quantities, and prices straight into the project's cost record, so nobody re-types every line item. Fractional quantities (half a bag of screws, 2.5m of pipe) are handled correctly.
Can I create custom dashboards in Payaca?: Yes. Build dashboards for revenue, pipeline value, team performance, conversion rates, and more. See the metrics that matter to your business in real-time.
How does invoicing work in Payaca?: Generate invoices directly from completed projects with one click. Payaca pulls in project details, tracks payment status, sends automatic reminders, and syncs everything to your accounting software.

Built for

Dedicated onboarding available

Growing installers run their whole job on Payaca, from design or enquiry to payment. We'll handle your workflow mapping and data migration.