Q: Questions for you:
-Can your tool import expenses /income manually through CSV, excel, PDF upload?
-Can your tool create reports like Balance Sheet/Income statement, Cashflow etc?
-Apart from businesses can I use this too track my personal income and expenses?
-Does it have webhook, integrations available with other tools apart from Stripo or ability to connect to banks?
-Automation available e.g sending automated invoice if a customer purchases online?
Ay_
Mar 26, 2025A: Hello!
All great questions!
- Yes, we support imports from CSV, and you can also use our API for more advanced cases.
- Yes, we support reports: https://invoiless.tawk.help/article/reports
- Why not! You can create a new property (here's how: https://invoiless.tawk.help/article/how-to-create-a-new-property) and use it as a personal finance manager to track expenses, income, etc. You can also attach receipts to transactions as PDFs.
- Yes, we support Webhooks: https://docs.invoiless.com/guide/webhooks.html, and you can use our API with no-code tools like n8n, Make, or Pabbly for automation.
- We have an API, and you can use a no-code tool like n8n to automate anything. Here's an example from our blog post: https://invoiless.com/blog/connect-woocommerce-to-invoiless-with-n8n
Hope that helps! 😊
WonkaPLUSThank you so much for the detailed answers :)
-imports from csv, excel, pdf for example does your tool automatically categories the transactions by income and expense? also if so is it using AI to categorize?
for the reports I see 5 types are supported, any plans to add balance sheet, cashflow statements too?
-The invoice automation I guess that can probably work through Make too instead of N8n?