Stay on top of agency cashflow with reporting automations

Yes, Allfred allows for invoicing in any currency and you can easily export or send invoices in one click, supporting all major formats.

Allfred provides you with the ability to create and manage various types of financial documents. These include invoices, pro forma invoices, credit notes, and credit accounts. In addition, you have the capability to categorize various types of expenses, encompassing invoices, bills, card payments, contracts, and more.

Yes, you can easily create payment orders in Allfred by selecting the necessary expenses and exporting them. We understand that each client might have unique requirements suitable to their accounting software. Therefore, Allfred offers the ability to customize these exports to ensure compatibility with your specific accounting system.

With Allfred's robust reporting options, you have the resources to make informed, strategic decisions. This includes analyzing work efficiency, revenue, and project profit margins, along with identifying the profitability of employees or teams. You can track the health and effectiveness of projects or monitor client performance. You can also export cash flow reports, evaluate commissions, and monitor ongoing work progress.

Yes, Allfred provides a revenue analysis dashboard with real-time data broken down into segments. It helps you understand and analyze the sources of your revenue and identify opportunities for growth to optimize your agency's performance. The dashboard allows you to monitor both current and projected profits from agency work, as well as from external production or media costs.

Allfred enables you to gain comprehensive clarity over your agency's cash flow. It facilitates the tracking of incomes and expenses by providing real-time data. With the high-level dashboard, you can instantly track the status of your projects and promptly intervene when a project is in negative credit balance.

Yes, Allfred provides comprehensive financial summaries, giving you a clear overview of your annual financial performance. You can also export these summaries for further use.

Yes, Allfred allows you to segment financial reports by teams, departments, projects, or clients, giving you detailed insights and control over your finances.

The ability to create and finalize financial documents in Allfred depends on the assigned user roles. Generally, only those in CFO or Finance Manager roles have this authority. Other users such as Project Managers, Team Leaders, or Managing Directors have the ability to prepare documents needed for invoicing, but the final approval is typically reserved for those in finance-focused roles.

Allfreds Billing plan feature allows users to set up a customized invoicing plan based on their specific needs, including invoicing frequency or planned to invoice amount. Details from the planned project billing are automatically carried over to the Invoicing Plan, which is accessible to Finance Managers. This offers them a comprehensive overview of anticipated income, enhancing their financial planning capabilities.

Allfred offers several financial automation capabilities. It automatically plans and tracks invoiced amounts and provides automatic updates of invoicing statuses. Guiding you throughout the invoicing and expense assignment process, Allfred minimizes errors. You can send invoices directly from Allfred and set up automatic notifications for overdue client payments. To speed up expense creation, Allfred employs Optical Character Recognition (OCR) for automatic data extraction from invoices.

Yes, Allfred integrates all your data, connecting budgets, work in progress, tracked hours, external expenses, and invoicing to provide you with up-to-date and comprehensive project overviews.

Allfred offers a comprehensive dashboard that provides a real-time overview of invoice statuses. You can also set automatic client notifications for overdue invoice payments, helping to expedite payment and keep your finances on track.

Yes, Allfred offers customizable invoice templates, allowing you to align your invoicing with your brand and specific business requirements.

We offer integrations with a variety of accounting software. For specifics on the supported integrations, please contact our support team at support@allfred.io.

Yes, Allfred allows you to export financial reports in multiple formats. You can export details of all financial documents such as outgoing invoices, proforma invoices, and received expenses, credit notes or payment orders.

Yes, Allfred supports multi-currency transactions, allowing you to invoice and manage your finances in any currency. This supports businesses operating in the global marketplace.

Allfred places utmost priority on data security. It implements advanced encryption and security measures to ensure your financial data is kept confidential and secure from unauthorized access. Moreover, we are committed to maintaining the confidentiality and integrity of your data, so you can trust that your information is in safe hands with Allfred. Discover more about data security here.

Allfred provides flexible alert settings, allowing you to set up notifications for when you're nearing your budget thresholds, helping you manage your finances effectively.

Allfred accommodates a range of VAT values, suiting businesses with clients across various countries.

Allfred allows you to monitor overhead costs by creating internal projects and helps identify areas where costs can be reduced. You can also track hours spent on internal work, enabling effective decision-making regarding resource allocation.

Allfred provides real-time updates on all financial matters, such as project revenue, cash flow, work in progress, project effectiveness, users and client performance, etc, ensuring you have the most current and accurate information at your fingertips.

Yes, Allfred allows you to analyze profit per project, client, or even an employee. This helps you get insights into planning resources and optimize your agency performance.