- Product
- Finance
Financials that already know what’s closing and what’s shipped.
Invoices, payments, expenses, and forecasting that live on the same graph as your deals and projects. AI agents draft invoices when work completes, and Ask Cyril can chase overdue ones once you approve.
What Finance does for you
Invoicing, payment capture, expenses, and revenue forecasting that read directly from deals and projects — no separate ledger, no integration to QuickBooks-shaped boxes.
- Invoicing and payments
- Multi-currency invoicing with Stripe and Revolut for collection. Customer portal lets clients pay without leaving Cyril.
- Expenses and receipts
- Attach receipts and, if you switch it on, Cyril reads the amount and date for you to confirm. Each expense is charged to a project.
- Revenue forecasting
- A weighted pipeline forecast per rep from your own stage probabilities, plus a revenue projection from your payment history. Idle deals and at-risk accounts are flagged for review.
- Exports and audit trail
- CSV exports of invoices, payments and expenses, ready for your accountant, and a full audit trail per record.
Invoices that draft themselves when projects ship.
A project closes a milestone and Cyril drafts the invoice with the right line items, the right tax and the right contact, ready for a person to review. Nothing is re-keyed from the project tool into the finance tool.
- Milestone completeInvoice drafted
- Payment receivedInvoice marked paid
- Expense loggedProject margin recalculated
| Line | USD |
|---|---|
| Phase 2 workshops and analysis | 42,000.00 |
| Operating model report | 14,500.00 |
| Travel and expenses | 2,585.00 |
| Total | 59,085.00 |
Invoices can be traced back to the work they bill.
Invoices converted from a quote or billed from project time keep the link to where they came from, and the sales forecast is built from your own pipeline. Every record carries a full audit trail, and exports are shaped for your accountant rather than for us.
- Invoice back to its quote or project time, forecast back to pipeline
- Full audit trail per record, on the same log as everything else
- CSV and accountant-friendly exports, always free to take
Expenses land against the project that incurred them.
Switch on receipt reading and Cyril reads the amount and date for you to confirm, rather than asking someone to retype them. Each expense is categorised and charged to the project that incurred it, which is what makes an export useful to an accountant rather than a pile of lines they have to allocate. Because the project is on the same graph, a logged expense moves that project’s margin immediately instead of at month end.
- Receipts attached, categorised and charged to a project
- Margin recalculates on the project, not in a spreadsheet later
- Exports arrive pre-allocated, which is the part accountants charge for
- Rail fares, Kestrel workshop
- 412.80
- Project
- Kestrel Advisory Engagement
- Category
- Travel
- Receipt
- Attached
Common Finance questions
Will Cyril replace my accounting software?
For invoicing, payment capture, and expense tracking — yes. For statutory accounting (general ledger, audits, tax filing) — not at launch. Cyril exports to your accountant’s tools cleanly.
Can clients pay without a login?
They pay through the client portal, which is free and unlimited for customer users, so there is no seat cost attached to getting paid. Multi-currency invoicing is supported with payment collection through the providers named on this page.
What happens at month end?
Less reconciliation than a two-system setup, because there is no second copy of the customer to disagree with. What does not disappear is your accountant’s process — statutory work stays with them, and the export exists for that handover.
Is revenue recognition covered?
Not beyond straightforward invoicing and forecasting. Deferred revenue schedules and multi-entity consolidation are not things to plan around today — if you need either, treat them as absent rather than coming.
Be one of the first to use Cyril.
Join the waitlist for early access. We’ll only email you when there’s something real to share.
One email when your place opens. Nothing else.
