Shared categories
One list of financial categories, used across every document.
Reports & analytics
Always know where revenue and expenses stand
See revenue and recent activity at a glance, break down income and expenses by category, and export reports for your accountant.
- A dashboard with revenue and a recent activity overview
- Revenue and expense reports broken down by financial category
- Optional revenue recognition, spread over the service period
v2.getapollo.io
Dashboard
Revenue and activity in one place
See revenue and recent activity without digging through documents.
Revenue overview
Revenue for any period you choose, in one place.
Recent activity
See what's happened on your documents as soon as you log in.
Totals and charts
Totals and charts make reports quick to read.
Financial categories
One set of categories for your whole business
Give items a financial category once, and change it on a single invoice line when you need to.
Assigned on the item
Set a category on an item, and it carries over whenever you invoice it.
Line-level override
Change the category on any invoice line when it needs to differ.
Reports
Revenue and expenses by category
See where your money comes from and where it goes, category by category.
Revenue by category
Revenue from your invoices by category, with credit notes taken into account.
Expenses by category
Expenses by category for any period you choose.
Revenue recognition
Optionally spread revenue over the service period, with its own report.
XLSX and CSV export
Export reports to XLSX or CSV for your accountant.
Connect to bookkeeping
Reports complement accounting exports
Reports and analytics questions
What businesses ask most often about reporting in Apollo.
Is the revenue-by-category report accrual or cash based?
Accrual. It's based on the net line totals of finalized invoices, minus credit notes, regardless of when you were paid.
What are financial categories?
A shared list of categories for your whole business. You set them on items and can change them on individual invoice lines.
How does revenue recognition work?
If you turn it on, revenue is spread over the service period instead of a single date, with its own report.
Which formats can I export reports in?
XLSX or CSV. For accounting-software formats, see the accounting exports page.
Reports & analytics
Revenue, expenses, and categories, clear in one place
Track your business with a dashboard and reports you can pass on to your accountant.