Íris

The question only Íris answers“Is the money coming in — and will there be some left?”

Brings together what the CRM sold with what finance invoiced and received: who owes money, how much comes in and goes out in the coming weeks, and what makes the numbers wrong.

What it delivers

• Delinquency by overdue range and currency, with the customers who owe the most and each one's owner in Bitrix24
• Cash flow for the next 13 weeks and accounts payable by due date and by supplier
• Sold × invoiced: won deal without an invoice, invoiced differently from sold, invoice without a deal, charge that didn't reach Books
• Recurring revenue (MRR, renewals and cancellations), commission on what was received and margin and discount per salesperson and product
• Collections cadence that alerts whoever collects on the right day, and cleanup of what makes the numbers wrong
• Automatic financial reports (daily, weekly or monthly) or on demand, in chat, on screen or as a spreadsheet

In the Dashboard, what it sees comes through the conversation with Atlas (Bitrix24). The full panel lives in Cockpit, inside Bitrix24.