Running the finances of several events and of your own company in loose spreadsheets creates dangerous blind spots in cash flow. When client payments, vendor fees and receivables are scattered, it is nearly impossible to know the real profit of each project.

The new Financial Management dashboard unifies every money movement in your business in one robust, intuitive interface built for the reality of people who live off the celebrations market.

What changes in practice

• Consolidated cash flow. Follow money in and out month by month, spotting seasonality and the periods where revenue concentrates.

• Tight installment control. See settled payments, pending installments and overdue charges, with quick filters by client, date or financial status.

• Statement per event. Know exactly the contribution margin and the costs tied to each celebration without cross-checking bank statements by hand.

• Smart due-date alerts. Get proactive reminders about installments due in the coming days to avoid late payments and slip-ups.

Why this matters

Financial predictability is the base for healthy growth in any advisory or events company. Having money under control in one place removes hours of manual checking and gives you the confidence to negotiate with vendors and plan new hires.

You start making decisions based on concrete data, keeping your business financially healthy at any time of year.

💡 How to use it: Open the side menu in your dashboard and click the Finance & Payments tab to see the consolidated cash flow summary and manage active installments.