Live overview
Expandable widgets: balance over time, recent transactions, upcoming revenue, and upcoming expenses.
Finance
Your agency’s money, in one place
Real balances, real Stripe data, and a P&L that builds itself so you always know where you stand without opening a spreadsheet.
Built for how agencies work
Kyo is the future of agency finances.
More in Finance
The details that round it out.
Stripe, synced
Connect Stripe and real-time payment data flows into the finance tabs on its own.
Forecasts
Upcoming revenue and expenses feed income forecasts and margin outlooks.
FAQs
Frequently asked questions about Finance
Stripe payments sync automatically when you connect your account. For everything else, you add entries manually with a direction (income or expense), category, date, and recurrence setting. Each entry feeds directly into the P&L, balance tracking, and forecasts without any extra steps.
Only the people you allow. Finance access in Kyo is permission-gated. Each team member gets none, read, or full access independently. Workspace admins see everything; the rest of the team sees nothing unless you explicitly grant it.
Yes. The REST API gives you access to transaction records and financial data, so you can pull it into spreadsheets, reporting tools, or your accountant’s software. Your financial data stays portable and accessible.
Finance data in Kyo isn’t isolated in a separate tool. It feeds into HR analytics (profit per teammate), connects to deal data from the CRM, and sits alongside project delivery in the same workspace. You see the financial picture in the context of the work that’s generating it.
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