Lucro FinançasThe month-end, in three steps.
Any good finance and accounting team closes a month the same way. LucroVista runs that process for you.
Send it in
Everything enters through one door, and each document finds its own place: a bank statement is recognised by its shape, an invoice by the tax number on it, a receipt by reading it — one read per receipt, costing a fraction of a cent.
- Photograph a receipt with your phone's camera, right in the browser.
- Drop bank statements, sales exports from your till, online store or delivery platforms, contracts and payroll summaries.
- Connect it. Where a system offers an API, LucroVista connects once and keeps pulling new sales and payouts automatically. Live
- Direct bank feeds Planned
- Forward invoices to your company's own LucroVista address. Live
- Connect your mailbox so invoices are found for you. Live
Every item ends in a state you can see: filed, needs one answer, duplicate, unreadable, or someone else's.
Let it clear
Overnight, or when you ask, everything new is imported and matched. Rules learned from earlier months post the routine items. Anything that needs your judgement becomes a question with the likely answer ready — answer "always", and it becomes a rule.
When every account ties to its statement and every open item is a named question, the month is clear.
- A card payment meets its receipt.
- A delivery-platform payout meets the orders it settles — net of the fee the platform kept.
- A rent payment meets the lease that predicted it.
- A receipt paid on your own card becomes money the company owes you, until it's paid back.
The aim: fewer than one item in ten needs you, by your third month.
Read the month
Your month in a paragraph
A short, plain-language summary that gets to the centre of how the business performed: what drove revenue, what moved costs, where the cash went.
Click through to the answer
Balance sheet, P&L and cash flow you can explore. Tap any number to see the entries behind it. Quick answers, without emailing anyone.
Your numbers, visualised
The measures that matter for your kind of business, turned into charts you can read at a glance — each with a target we set with you, so you see when something moves.
Revenue per trading day and average ticket for a café, recurring revenue and retention for a subscription business, months of cover for a holding company — each with a target we set with you, so you see at a glance when something moves.
Plan Coming
A forecast to the balance sheet and cash, built from your contracts, a few assumptions you control and your own run-rate. Unlocked once a company has three clear months behind it.
See how LucroVista would run your month.
Tell Andrew about your company. On a short call he walks you through LucroVista with a demo company, and you choose the setup that fits.