Finance

The Finance module gives you a complete picture of revenue, costs, and profitability across your business. It connects to Stripe and Xero so invoices flow in automatically, and it detects recurring revenue patterns you might otherwise track manually.

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Business Entities

Business entities sit above individual websites. They represent the top-level business unit that groups revenue and costs together.

• Each entity can be linked to one or more websites
• Revenue and cost records roll up at the entity level
• Navigate to Finance from the sidebar to manage entities and financials

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Revenue Tracking

Add revenue records to track income across your business. Three revenue types are supported:

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Importing from Stripe

If Stripe is connected, your active subscriptions appear in a dropdown when creating a new revenue record. Select a subscription to pre-fill the amount, interval, and customer details.

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Product Line Filtering

When multi-product is enabled for a website, revenue records can be scoped to a specific product line. Use the product filter to view revenue by product.

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Cost Tracking

Track operational costs to calculate margin. Costs are categorized into five types:

• Staff — Salaries, contractors, freelancer fees
• Software — SaaS subscriptions, tool licenses
• Ads — Paid advertising spend (Google, Meta, etc.)
• Hosting — Server, CDN, and infrastructure costs
• Other — Any costs that don’t fit the above categories

Cost records support the same product line scoping as revenue when multi-product is enabled.

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Invoice Feed

The Invoices tab shows invoice data from Stripe and Xero, stored locally and kept up to date with a daily sync. Each invoice is assigned one of four reconciliation states: Invoice data is refreshed automatically each day. A Last synced timestamp at the top of the Invoices tab shows when the data was last updated. If you need fresh data right away, click Refresh to trigger an immediate sync.

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MRR Detection

WisePilot automatically analyzes your stored Stripe charge history to detect recurring revenue patterns.

1. Charges are grouped by customer and amount
2. The system identifies monthly, quarterly, and annual patterns
3. Detected patterns surface with a one-click action to create a recurring revenue record

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Stripe Integration

Connect Stripe from Settings > Integrations using your API key. Once connected:

• Subscriptions appear in the revenue form dropdown for quick import
• Invoices and charges flow into the Invoices tab automatically
• Cross-website exclusion prevents the same Stripe charge from being claimed by multiple websites

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Summary Dashboard

The Finance summary provides four key metrics at a glance:

• Monthly Revenue — Total recurring plus prorated one-time/project revenue
• Active Clients — Count of entities with active revenue records
• Monthly Costs — Total operational costs for the period
• Margin — Revenue minus costs, shown as a percentage

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Filtering

Use the filters to slice the dashboard by:

• Website — View financials for a specific website
• Product Line — Narrow to a single product (when multi-product is enabled)

The dashboard also includes AI cost tracking for linked websites, so you can see how much AI generation spend is associated with each entity.

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Revenue Intelligence Dashboard

The Revenue Intelligence panel sits above the Revenue/Costs/Invoices tabs and provides real-time financial metrics with period-over-period comparisons.

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KPI Cards

Two rows of metrics update based on the global date picker: Row 1 — Revenue Health

• Current MRR — Total monthly recurring revenue from active clients
• Net New MRR — Change vs previous period (growth or contraction)
• Churn — Revenue lost from churned clients in the period
• New Logos — New distinct customers acquired in the period
• NRR% — Net Revenue Retention (>100% means expansion outpaces churn)
• Daily Run Rate — Actual charges received per day

Row 2 — Unit Economics

• ARPU — Average Revenue Per User (MRR / active clients)
• Est. LTV — Estimated Lifetime Value based on average customer lifespan
• Est. CAC — Customer Acquisition Cost (total costs / new logos)
• LTV:CAC — Ratio of lifetime value to acquisition cost (target: 3:1+)

Each card shows a delta arrow comparing to the previous equivalent period.

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Stacked Bar Chart

Monthly revenue displayed as stacked bars (recurring in blue, one-time in green) with 3-month forecast projections based on average month-over-month growth rate.

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Quarterly Pacing

Shows projected quarterly revenue using actual charges for past months, prorated charges for the current month, and current MRR for future months.

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API & MCP Access

Finance data is available through the REST API and MCP tools:

• REST API — Full CRUD for revenue records, cost records, and entities under /api/finance/. See the API Reference tab for endpoint details.
• MCP / Workspace Chat — Use query_finance with five query types: revenue_records, cost_records, mrr_summary, ai_costs, invoice_alerts.
• Runners — Autonomous runners can query finance data to inform content strategy and report on business performance.