From invoice chaos
to automated clarity.
Insighty gives finance teams a single view of every planned, issued, and paid invoice — with automated monthly billing batches, reminder rules, and real-time revenue tracking across all clients.
Joined by finance teams across Europe
Where finance teams lose control
Manual invoice preparation
Recurring invoices for retainers, hosting, and domains are prepared manually each month — a time-consuming process that breaks when someone is sick or on leave.
No revenue vs. plan view
What was planned versus what was actually invoiced and paid? Without a unified tracker, month-end reconciliation is a painful manual exercise.
Late payment blind spots
Issued invoices disappear into email. There's no systematic tracking of which invoices are overdue, by how much, and for which clients.
Recurring invoices.
Sent automatically.
Configure monthly automation rules that send formatted invoice emails on a specified day each month. Each automation holds multiple line items — retainers, hosting fees, domain renewals — with description templates that auto-fill the month and year.
- Scheduled invoice batches on any day of month
- Multi-line item templates with {month} tokens
- Send history log and manual trigger
Planned vs. actual.
At a glance.
A month-by-month matrix showing every revenue entry — projects, retainers, hosting, domains — with status (planned / issued / paid). Finance teams see exactly what's outstanding and what's already collected without opening a single spreadsheet.
- 4 revenue streams in one matrix
- Planned / issued / paid status per entry
- Probability weighting for forecast accuracy
Automated alerts
before anything expires.
Configure reminder rules that fire N days before domain expiries, maintenance contract ends, or hosting renewals. Rules can include automated invoice generation — sending a formatted billing email to accounting without any manual work.
- Domain, hosting, and contract reminders
- Configurable days-before threshold
- Auto-invoice generation on trigger
100%
Recurring invoices automated
0
Manual reminders needed
4+
Revenue streams tracked
1
Finance dashboard
"The automation engine replaced a 2-hour monthly invoicing session. We set it up once and it runs itself — every retainer, every hosting fee, every domain renewal."
Elena Voss
Finance Manager, Brand Studio Co.
Automate your monthly billing cycle.
Join the founding member waitlist and lock in pre-launch pricing for your finance team.
No credit card required · Founding member pricing locked for life