Finance — the money cockpit

Everything money lives at Finance in the sidebar: the portfolio, the explorer, attribution, reports, and the transactions ledger. All of it follows the period picker at the top of the page (This/Last month, quarter, year, custom range — everything on the page recalculates).

Portfolio

One row per venture: money in, money out, net for the selected period, ▲/▼ deltas vs the equal previous period, a daily-net sparkline, the venture's AI spend (and its share of that venture's income), and an open signals badge from your installed agents. Click any column header to sort; click a venture to open it.

Money explorer

Slices all synced money — revenue, infrastructure, ads, fees, AI — by one dimension at a time: Category, Provider, Source, Service, Venture, or Type. Toggle the KPI cards to switch between Money in / Money out / Net. Use the provider and category dropdowns to filter, and Export for a designed Excel workbook, a branded PDF report, or raw CSV — all respecting your active filters and period.

Attribution — money → ventures

Per-venture P&L is only real when every transaction lands on the right venture. Two mechanisms, both retroactive (history re-attributes on re-sync):

• Source mapping — for providers with clean sub-entities: GCP projects, Cloudflare accounts, Claude workspaces, OpenAI projects. Map each source to a venture in Money explorer → Attribution rules → sources, or Cloud costs → Attribution for infrastructure.
• Rules — "description contains X → venture Y" for everything else (Stripe descriptors, bank memos). A rule can also recategorize (e.g. "anthropic" → category ai). Click Suggest rules and Kordox drafts rules for you — deterministic name matches plus AI drafts for the unclear remainder; nothing applies until you tick and Save & re-sync.

Transactions

The ledger table supports search (by description), a type filter (revenue / expense / refund), and pagination at 50 per page.

Invoices → PDF

On any client's 360 page (Clients → client → Invoices) and on the public pay page, the Download PDF button produces a branded, printable invoice — line items, totals, status, billed-to, and the pay link.

AI spend

Connect Anthropic (Claude) and/or OpenAI under Connectors (admin API keys — the wizard walks you through where to create them). Daily API costs arrive per workspace/project as category ai, attributable to ventures like any other source. The AI Spend Sentinel agent watches week-over-week changes; subscription charges (Claude Pro/Max seats) arrive via your card connectors and classify with one suggested rule.

Ask about your money

Ask Kordox understands ledger questions: "What did GloTax cost in June?", "How much did we spend on Claude this month?" — answered from your attributed data, in your language, with the interpretation spelled out.