See the Economics Behind All Your Work
Financials combines the records already in Experi with standalone sales and costs, so you can understand portfolio performance without maintaining a second spreadsheet ledger.
Explore FinancialsOne Read Model, Without Duplicating Your Records
Experi keeps invoices, payments, credit notes, expenses and supplier bills as their existing sources of truth. Financials brings them together with standalone transactions, portfolio businesses, management categories and shared-cost allocations for a clearer view of income, costs and profit.
Key Benefits
Portfolio and Business P&L
See income, costs and profit across your whole workspace or by portfolio business. Attribute records without forcing every activity into a client project.
Bring Every Source Together
Existing invoices, payments, credits, expenses and Bills appear automatically. Add only the standalone records that do not already have an Experi source.
Review and Export
Filter transactions, identify missing classifications or currency values, review UK tax-year summaries, and create a structured CSV package for your accountant.
How It Works
Set Your Portfolio Currency
Financials starts with your Business Profile currency. Experi uses settlement values or manual exchange rates where records use another currency and clearly flags missing conversions.
Organise the Records You Already Have
Create portfolio businesses and management categories, then classify the invoices, Bills, expenses and standalone transactions that Experi brings into the view.
Review Performance and Export
Use portfolio and business summaries, allocate shared costs without changing portfolio totals, review the relevant UK tax year, and export reconciled CSV files for further review.
Perfect For
Included in Pro
Financials, portfolio businesses, shared-cost allocations, tax-year views and accountant CSV exports are included in Pro at no additional subscription charge.
View Pricing DetailsFrequently Asked Questions
Does Financials replace my invoices, Bills or expenses?
No. Those records remain the source of truth. Financials reads and classifies them through a combined reporting view, avoiding a competing copy of the same transaction.
Is Financials accounting or tax-submission software?
Financials is designed for portfolio economics, management records and accountant handoff. Its tax-year summaries are records for review, not tax advice, a statutory set of accounts, payroll, double-entry bookkeeping or a tax submission.
Can I split a shared cost between businesses?
Yes. Allocate a shared cost by percentage or fixed amount. Allocations affect business P&Ls but never create new transactions or increase the overall portfolio expense total.
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