GetInvoiceInsights
Analyze your invoice data with powerful visualizations and reports.
Data Requirements
You need at least 1 processed invoice to generate insights.
Key Insights & Visualizations
The panel includes the following sections:
Spending Chart
- Visualization: A chart showing your total spending over time.
- Functionality: You can adjust the time period (e.g., last 6 months, year-to-date) and potentially group spending by month or category.
- Currency: Spending is converted to your main currency (configurable in Settings) using real-time exchange rates.
Total Spend Summary
- Displays the total amount spent within the selected period, converted to your main currency.
Top Vendors
- List: Shows the vendors sorted by the total amount spent.
- Details: Includes the vendor name, total amount spent (converted to main currency), and the number of invoices.
- Sorting/Filtering: You can sort by amount and search the vendor list.
Spend by Tag
- Analyzes spending based on the tags you've applied to invoices.
- Shows the total amount spent for each tag (converted to main currency).
- Helps understand spending distribution across different categories you define.
Subscription Insights
- Identifies recurring payments from invoices based on vendor name, amount, and frequency.
Functionality
- Use the date picker to define the period for which insights are calculated.
- Use the frequency filter to group the chart by day, week, month, or year.
Configuration
- Main Currency: Set your preferred currency for reporting in the general Settings tab. This affects how amounts are aggregated and displayed in Insights.
- Amount Formatting: Currency symbol position, decimal, and thousands separators are based on your choices in Settings.