Finance & Reporting

Know your numbers, grow your margins

Invoicing, accounting sync, project costing, and custom dashboards. See exactly where your profit comes from.

app.payaca.com

Dashboard

January 2024
Revenue
142,850
+12% vs last month
Jobs
47
+8 vs last month
Pipeline
89,200
-3% vs last month
Conversion
68%
+5% vs last month
Revenue Trend

Understanding your true margins is the difference between growing profitably and just growing. Payaca connects project costs (materials, labour, expenses) with invoicing and accounting so you see exactly where your profit comes from.

Two-way sync with Xero and QuickBooks eliminates double entry, while custom dashboards give you real-time visibility over revenue, pipeline, and team performance.

What's included

Everything you need to know your numbers, grow your margins.

Invoicing

Generate invoices from projects with one click. Track payments, send reminders, and reconcile automatically.

Accounting Sync

Two-way sync with Xero and QuickBooks. Invoices, payments, and contacts stay perfectly in sync.

Project Costing

Track material costs, labor hours, and expenses per project. Understand true margins on every installation.

Analytics Dashboard

Custom dashboards for revenue, pipeline, team performance, and more. The metrics that matter to you.

We really want everything in one place rather than different sources for reporting.
HG
Harland Guscott
Director, Guscott Heating Services

Frequently asked questions

Does Payaca integrate with Xero and QuickBooks?
Yes. Payaca has two-way sync with both Xero and QuickBooks. Invoices, payments, and customer contacts stay perfectly aligned 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 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.
Dedicated onboarding available

Ready to streamline your clean tech operations?

Join 500+ installers who've transformed their business with Payaca. We'll handle your workflow mapping, process optimisation, and data migration.

Dedicated onboarding
Data migration support
AI + human support