Income and Expenses

Bank accounts. Income & Expenses.

Connect your bank accounts and track income and expenses in real time. Add expense documents and match them directly to bank transactions. All documents in one place, ready for your accountant.

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Access to accounts at any bank
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Banking

Add bank accounts quickly and easily

Connect one or more bank accounts in just a few minutes. Invexa lets you add accounts from different banks and follow every movement, per account or across the whole business. The platform supports banks in Bulgaria and popular digital banks such as Revolut, for a complete, up-to-date financial picture in one place.

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Adding expenses

Add expenses quickly and easily, right in the platform. Every expense is stored as part of your overall financial picture.

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Matching with transactions

Match expenses to real bank transactions, automatically or by hand. That way you always know which payment belongs to which expense.

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Documents and categories

Upload PDF documents and sort expenses into predefined categories. All your documents in one place.

AI-powered dashboard for financial insights

Financial clarity.Better decisions.

Current financial position

Get a clear, up-to-date picture of your business's financial position in real time. All income and expenses come together in one place, with no manual reports needed.

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Insights into past periods

Follow your business's performance by month and year. The AI dashboard analyzes income and expenses and helps you understand trends over time.

Financial forecast tables

Build forecasts on real financial data, not assumptions. AI analyzes your historical information and helps you plan future income, expenses and cash flow.

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Better business decisions

When data is organized and analyzed, decisions become clearer and more confident. Invexa gives you the financial awareness for steady, controlled growth.

Current financial position

Get a clear, up-to-date picture of your business's financial position in real time. All income and expenses come together in one place, with no manual reports needed.

Core Features Img

Past-period insights

Follow your business's performance by month and year. The AI dashboard analyzes income and expenses and helps you understand trends over time.

Financial forecast tables

Build forecasts on real financial data, not assumptions. AI analyzes your historical information and helps you plan future income, expenses and cash flow.

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Better business decisions

When data is organized and analyzed, decisions become clearer and more confident. Invexa gives you the financial awareness for steady, controlled growth.

Frequently asked questions

What exactly is Invexa?
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Invexa is a platform for managing and analyzing business finances. It brings income, expenses, invoices and bank data together in one place and turns them into a clear financial picture, so you can make better decisions.

Is Invexa suitable for small and medium-sized businesses?
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Yes. Invexa is built specifically for small and medium-sized businesses that want clear control over their finances, without complex systems or in-depth financial expertise.

Can I use Invexa together with my accountant?
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Of course. You can invite your accountant or a colleague with full or limited access, so everyone works with the same up-to-date data.

How long does the initial setup take?
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The initial setup takes just a few minutes. Adding bank accounts, creating invoices and inviting users is quick and easy.

Is my data secure when I use Invexa?
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Yes. Invexa uses secure bank integrations and modern data protection standards. We store only the information needed to provide the service, and access to your data is strictly controlled and protected.

How does Invexa use AI for financial insights?
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The Invexa AI dashboard analyzes past, current and future financial data, spots patterns and trends, and helps you plan and make decisions based on real data.

Do I have to pay to use Invexa?
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Invexa offers a free plan as well as paid plans with advanced features.
Please see the pricing page to choose the best option for your business.

Everything for your business in one place

Sign up for free and unlock the full potential of your business.