Revenue, expense, profit, and cash flow metrics
Finance overview tracks headline numbers like revenue, expenses, profit, and cash flow across selectable time periods.
Finances
Financial overview for live metrics, cash flow, KPI targets, and request approvals.
Lyniti Finances is designed for teams that need live financial visibility without leaving workspace context. Metrics, requests, approvals, and forward-looking cash flow all stay connected so financial review does not drift away from operations.
Best for
- Teams monitoring revenue, expenses, profit, and cash flow in one dashboard.
- Approval workflows where spend and income requests must be reviewed before bookkeeping.
- Operations that track KPI targets, health states, and upcoming money movement together.
KPI cards and target tracking
Key performance indicators have current values, targets, notes, and health states so teams can monitor progress from same view.
Upcoming income and expenses
Cash flow section shows upcoming items and recurring approved requests so future movement stays visible before it hits bookkeeping.
Spend and income request approvals
Requests can be approved or declined from finance view, with created-by details, attachments, statuses, and approval history.
Pass approved items to bookkeeping
Approved requests connect into bookkeeping flow, so operational approvals and accounting records do not drift apart.
Frequently asked questions
What financial metrics does Lyniti track?
Finances tracks revenue, expenses, profit, and cash flow across selectable periods, plus KPI cards with target and health states.
Can Lyniti handle approval workflows for financial requests?
Yes. Finance view supports approval and decline flow for spend and income requests with statuses, attachments, and history.
Does Finances connect to Bookkeeping?
Yes. Approved items can pass into bookkeeping flow so approvals and accounting records stay aligned.