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Finvio
by Finvio · AI Business Finance Assistant
Calendar Focus
Track business milestones, tax deadlines, and financial cycles.
Messaging System
Secure collaboration with team members and financial advisors.
Invoicing
Generate and track professional invoices for your clients.
Payroll
Manage employee salaries, taxes, and benefits in one place.
Reporting
Detailed P&L, Balance Sheet, and Cash Flow statements.
Audio Call
Direct peer-to-peer encrypted voice calls for your team. No accounts, no servers — just connect.
Video Call
HD peer-to-peer video meetings right inside Finvio. Encrypted and serverless.
Client CRM
Manage leads, clients, contacts, and track deal stages.
Inventory & Supply
Track stock levels, suppliers, and cost of goods sold.
Project Management
Track tasks, billable hours, and project milestones.
Tax Preparation
Auto-categorize expenses, estimate taxes, and generate summaries.
Reports & Analytics
P&L statements, cash flow charts, and financial insights.
Recurring Transactions
Automate subscriptions and regular payments.
Budget Planning
Set spending limits and track category budgets.
Goals & Milestones
Set financial targets and track progress.
Documents & Receipts
Store receipts and link to transactions.
Contracts Manager
Track agreements, renewals, and deadlines.
Estimates & Quotes
Create professional estimates for clients.
Total Clients
0
Active Deals
0
Revenue Pipeline
$0
Client Directory
Total Items
0
Total Stock Value
$0
Low Stock Alerts
0
Total COGS
$0
Inventory Items
Suppliers
Active Projects
0
Total Tasks
0
Billable Hours
0h
Revenue Potential
$0
Projects
Time Tracker
00:00:00
Gross Income (YTD)
$0
Deductible Expenses
$0
Net Profit
$0
Est. Tax Liability
$0
Tax Year Settings
Schedule C Summary (Self-Employment)
Deductible Expense Categories
Quarterly Estimated Payments
Total Revenue
$0
Total Expenses
$0
Net Profit
$0
Profit Margin
0%
Profit & Loss Statement
Revenue
$0
Cost of Goods Sold
$0
Gross Profit
$0
Operating Expenses
$0
Net Income
$0
Cash Flow Trend
Top Expense Categories
Active Subscriptions
0
Monthly Outflow
$0
Monthly Inflow
$0
Next Due
-
Recurring Expenses
Recurring Income
Total Budget
$0
Spent This Month
$0
Remaining
$0
Budget Health
-
Category Budgets
Budget vs Actual (This Month)
Active Goals
0
Completed
0
Total Target
$0
Total Saved
$0
Financial Goals
Total Documents
0
Receipts
0
Contracts
0
Storage Used
0 MB
Recent Documents
Active Contracts
0
Expiring Soon
0
Total Value
$0
Monthly Commitment
$0
Contract List
Pending Quotes
0
Accepted
0
Total Pipeline
$0
Conversion Rate
0%
Recent Estimates
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Audio Call
Encrypted, peer-to-peer
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Video Call
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Invoices
Employees
Payroll History
Period
Profit & Loss
Cash Flow
Revenue by Source
Expenses by Category
Balance Sheet (Snapshot)
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Business Profile
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Business Information
👨👩👧👦 Team
Track finances together with your team members or partners. Generate a code to start a team, or join a team shared by someone else. Team Members tagged on transactions show up in the per-member graphs on Home.
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