What it’s for
It’s the end of the month and the question lands: can you afford another hire? More ad spend? You know what came in — somewhere in the CRM — and what went out — somewhere in a spreadsheet. The two numbers side by side, in one place, nobody has. Small commercial teams spend half their day toggling between the CRM and a financial spreadsheet. When a lead becomes a sale, you update the CRM; when payment arrives, you head to the spreadsheet. When you need to decide “is it worth spending $X on marketing?”, there’s no single place to see current revenue and expenses without opening three tabs. Apollo Space’s Financials module records revenue and expenses directly on the same platform — the same place Athena, your Chief of Staff, already runs the org. It doesn’t replace a full ERP, but it lets you track your operation’s financial health without leaving the app.This is a ledger, not an accounting substitute. Apollo Space does not issue invoices, calculate taxes, or close accounting books. For that, you still need your accountant or ERP. What it does: track the financial flow tied to the commercial operations already in your CRM.
What appears on the Home screen
Two widgets on the Home screen cover financials:Financial summary
A snapshot of the current month:
- Revenue — income recorded in the period
- Expenses — outflows recorded in the period
- Profit — revenue − expenses, with an arrow showing the trend vs. the previous month
Cash flow
A series covering the last 6 months — income + outflow + profit per month as lines or columns. Useful for:
- Detecting trends (are we growing or stagnating?)
- Spotting an outlier month (an extra expense that blew the budget)
- Talking with your accountant without building a report from scratch
How to record revenue
From a Closed-Won lead
In the CRM, when you drag a lead to
Closed-Won, Apollo Space asks: “Record revenue?”Expected result: a pre-filled modal with the lead’s value (the value_cents field), today’s date, and the category “Sale”.Manually
Financials → New revenue. Use this for income that doesn’t come from leads (interest, vendor refunds, royalties, etc.).
How to record expenses
Four ways to record:| Source | How |
|---|---|
| Manual | Financials → New expense → fill in amount + category |
| Recurring invoice | Set as a recurrence (monthly, annual) — Apollo logs it automatically |
| Automatic vendor (coming soon) | Integration with Pluggy/Open Finance — bank statements flow in directly |
| CSV import | Upload an expense spreadsheet — useful for backfilling previous months |
Categories
You define your org’s categories in Settings → Financials → Categories. Suggested defaults:- Revenue — Sale, Recurring, Service, One-off
- Expenses — Operations, Marketing, Vendor, Payroll, Tax, Other
Who can view / who can edit
| Role | Views | Edits |
|---|---|---|
| Owner | Everything | Everything + configures categories |
| Admin | Everything | Records revenue / expenses |
| Member | Aggregated summary (no line-item detail) | No |
| Viewer | Aggregated summary | No |
Financial privacy
Reports + export
Monthly report
An auto-generated PDF at the end of each month with: revenue by category, expenses by category, comparison with the previous month, and the top 5 contributors on each side. Emailed to owners.
CSV / XLSX export
Available at any time under Financials → Export. Filter by period + category. Useful for sending to your accountant.
Bank connections (coming soon)
The roadmap includes integration with Open Finance aggregators (Pluggy / Belvo) — bank statements will automatically appear as expenses or revenue in Apollo Space, with suggested categorization. Status: planned, no public timeline yet. Org owners will receive an email when it becomes available.Next steps
CRM
How leads become recorded revenue.
Dashboard
Where Financial Summary + Cash Flow appear.
Billing (Stars)
The other side — what YOU pay Apollo Space.