> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apollospace.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Financials

> Revenue, expenses, and cash flow — tracked natively in Apollo Space without ever exporting to a spreadsheet.

## 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](/en/agents/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.

<Info>
  **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.
</Info>

## What appears on the Home screen

Two widgets on the Home screen cover financials:

<CardGroup cols={2}>
  <Card title="Financial summary" icon="wallet">
    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

    The org's native currency (BRL by default; configurable in Settings → General).
  </Card>

  <Card title="Cash flow" icon="chart-area">
    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
  </Card>
</CardGroup>

## How to record revenue

<Steps>
  <Step title="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".
  </Step>

  <Step title="Manually">
    **Financials → New revenue**. Use this for income that doesn't come from leads (interest, vendor refunds, royalties, etc.).
  </Step>

  <Step title="Confirm + categorize">
    Categories are customizable per org (Sale, Recurring, One-off, Other). You create the labels that make sense for your niche.
  </Step>
</Steps>

## 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

Each category can have a color, icon, and description. Useful for rollups in reports.

## 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                                 |

For a **Member** to see line-by-line detail, the owner must explicitly grant the **"finance:read"** permission to that user under Settings → Members. By default, financial data is fenced to leadership.

## Financial privacy

<Warning>
  The Financial Summary on the Home screen is visible to Owners / Admins. Members / Viewers see **only the monthly aggregate** (no line-item detail) by default. To change this visibility for the entire team: Settings → Financials → Privacy → "Show aggregated summary to everyone".
</Warning>

## Reports + export

<CardGroup cols={2}>
  <Card title="Monthly report" icon="file-chart-column">
    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.
  </Card>

  <Card title="CSV / XLSX export" icon="file-export">
    Available at any time under **Financials → Export**. Filter by period + category. Useful for sending to your accountant.
  </Card>
</CardGroup>

## 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

<CardGroup cols={2}>
  <Card title="CRM" icon="users" href="/en/features/crm">
    How leads become recorded revenue.
  </Card>

  <Card title="Dashboard" icon="house" href="/en/dashboard/overview">
    Where Financial Summary + Cash Flow appear.
  </Card>

  <Card title="Billing (Stars)" icon="star" href="/en/billing/stars">
    The other side — what YOU pay Apollo Space.
  </Card>
</CardGroup>