Finance
Startup health, financial planner, invoices, and expenses.
4 guides
- ExpensesThe Expense Tracker in Nautis is where you log every business expense, attach the receipt, sort by category, and watch spend against budgets. You can scan a receipt with the camera and let AI fill the form for you, set up recurring expenses for monthly subscriptions, route submissions through an approval chain, and produce reports to share with your accountant or board.12 walkthroughs · 5 FAQs · 5 min read
- Financial PlannerBuilds a full multi-year financial projection for your startup — revenue, costs, profit & loss, balance sheet, cash flow, and loan schedules. You enter your assumptions once and Nautis renders the statements, ratios, and a dashboard with burn rate and runway. Export to Excel or PDF when you're ready to share.6 walkthroughs · 7 FAQs · 6 min read
- InvoicesNautis Invoices is a full invoicing tool for billing your customers. You add clients and products once, then generate professional PDF invoices, send them by email, track who has paid, record partial payments, set up recurring invoices for retainers, and view revenue analytics. Credit notes let you refund or reverse an invoice cleanly. This is the billing your customers module. It is different from Invoices & Payments in your organization settings, which is your Nautis subscription billing.11 walkthroughs · 5 FAQs · 6 min read
- Startup HealthStartup Health is a monthly check-in that captures your cash, recurring revenue, and burn in under a minute. Nautis turns those three numbers into runway, growth, and burn-trend metrics, draws charts, raises alerts when something looks bad, and lets you spin up a polished investor snapshot you can share with backers.6 walkthroughs · 5 FAQs · 5 min read
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