Finance & Invoicing — Task365

Why agencies choose Finance & Invoicing

Everything you need to run this part of your agency — without the busywork.

GST invoices with auto-numbering

BikriBook sync with retry & logs

Expenses with receipt uploads

Profitability by client & margin

Razorpay-powered plans

Get paid on time, every time

Invoices are saved locally first (so an integration outage never blocks you), then synced to BikriBook, sent to clients, and tracked until paid. The profitability page shows true margins per client.

Auto-numbered GST invoices with PDF preview

BikriBook sync with retry and full logs

Profitability: revenue vs team cost vs tools cost

Finance & Invoicing · Task365

GST invoices with auto-numbering

BikriBook sync with retry & logs

Expenses with receipt uploads

Profitability by client & margin

Live

Works with your stack

Lead365 · BikriBook · Razorpay · Slack · Teams · Google Calendar · Meet · Meta Ads

Frequently asked questions

Invoices are saved locally first (so a BikriBook outage never blocks you), then synced with one click. Payment status is checked automatically every 6 hours and your team is notified when a client pays.

Yes - the Profitability page shows revenue, team cost (from tracked hours), tools cost, profit and margin % per client, with green (>40%), yellow (25-40%) and red (<25%) status.

Automatically as INV-YYYY-SEQ, with your own prefix and starting number from Settings.

Explore more features

Client Management

Retainers, onboarding checklists, health scores and a branded client portal.

Projects & Tasks

Kanban boards, recurring tasks, approvals, time tracking and workload views.

Leads & CRM

Pipeline, Lead365 sync, Meta Ads capture, proposals and win/loss tracking.

Reporting

Weekly/monthly client reports with auto-calculated metrics and PDFs.

Automation

No-code rules: notifications, task creation and follow-ups on autopilot.

Try Finance & Invoicing free for 14 days

Every feature, every plan, no credit card required.

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