Finance

Know exactly which clients make you money

Track retainers, project revenue, expenses and margins per client in INR — so you grow the profitable accounts and fix the ones bleeding time.

Profitability you can actually see

NEXPMX Finance ties revenue, retainers and expenses back to each client and project. See real margins — not just top-line revenue — and catch accounts where the hours far outweigh the fee.

Forecast recurring retainer income, monitor cash flow, and walk into renewal conversations knowing exactly what each relationship is worth. Financial clarity without a finance team.

Finance dashboard showing revenue and profitability per client

Why agencies love Finance

Turn scattered numbers into clear, per-client profitability.

Per-Client Margins

See revenue minus real cost of delivery for every account. Find your hidden winners and money-losers.

Retainer Forecasting

Project recurring income month by month. Plan hiring and spend against predictable cash flow.

Expense Tracking

Log client and overhead expenses in one place. Every rupee mapped to the account it belongs to.

How Finance works

From raw numbers to clear decisions in three steps.

1

Connect Revenue

Pull in retainers, invoices and project fees. Everything ties back to the right client automatically.

2

Log Costs

Track team time and expenses against each account to reveal true cost of delivery.

3

Act on Margins

See which clients to grow, reprice or exit — and forecast next quarter with confidence.

Finance does not stand on its own

Everything Finance records is written to the same business memory the rest of the product reads from. This is Reports, working from it.

The Reports screen in NEXPMX, reading the same records Finance writes.

Ready to see your real numbers?

Start tracking client profitability today. Plans start at ₹650 per user.