FRM
Financial Resource Manager
{{ n.label }} {{ n.badge }}
PeriodAug 2026
Tax rate{{ taxLabel }}
{{ title }}
{{ subtitle }}
Monthly profit
{{ kpi.profit }}
{{ c.label }}
{{ c.value }}
{{ c.note }}
Monthly profit by customer
{{ b.name }} {{ b.value }}
Needs resolution
View all →
{{ a.kind }}
{{ a.where }}
All line items reconcile. Billing run is unblocked.
Upcoming annual renewals
{{ r.name }}
{{ r.date }}
{{ r.amount }}
Customer▼ {{ custFilterCount }}
Product▼ {{ prodFilterCount }}
Clear
{{ toggleAllLabel }}
+ Customer
{{ filterPanelTitle }}
{{ o.label }}
Customer / Product {{ c.label }}{{ c.arrow }}
{{ g.caret }}{{ g.name }} {{ g.meta }} {{ g.blockedLabel }} {{ g.totalCost }} {{ g.profit }} {{ g.annual }} {{ g.margin }} +
{{ r.total }} {{ r.totalCost }} {{ r.profit }} {{ r.annual }} {{ r.margin }} ×
⚠ {{ r.flagKind }} {{ r.flagText }}
{{ r.fixLabel }}
{{ footLabel }} {{ foot.revenue }} {{ foot.cost }} {{ foot.profit }} {{ foot.annual }} {{ foot.margin }}
Customers
{{ c.name }} {{ c.profit }}
{{ cust.name }}
{{ cust.meta }}
Open in billing run
{{ s.label }}
{{ s.value }}
Product Term Qty Price Revenue Cost Profit Margin
{{ r.product }} {{ r.term }} {{ r.qty }} {{ r.priceFmt }} {{ r.total }} {{ r.totalCost }} {{ r.profit }} {{ r.margin }}
Product Customers Units Revenue Cost Profit Margin
{{ p.name }} {{ p.customers }} {{ p.units }} {{ p.revenue }} {{ p.cost }} {{ p.profit }}
{{ p.margin }}
{{ runBanner.title }}
{{ runBanner.note }}
Resolve blockers
{{ runBanner.btn }}
Customer Lines Bill amount Tax w/ Tax Status
{{ b.name }} {{ b.lines }} {{ b.amount }} {{ b.tax }} {{ b.withTax }} {{ b.status }} {{ b.reason }}
Billable this run {{ billFoot.amount }} {{ billFoot.tax }} {{ billFoot.withTax }} {{ billFoot.note }}
{{ a.kind }} Blocks billing
{{ a.where }}
{{ a.detail }}
Open line
{{ a.fixLabel }}
Nothing blocking
Every line reconciles: quantities match invoices, all prices are set, no negative margins.
Paste rows from the workbook
Tab- or comma-separated: Customer, Product, Qty, Price, Cost, Qty Billed, Term (monthly/annual).
Load sample
{{ importBtnLabel }}
{{ importStatus }}
Preview
Customer Product Qty Price Cost Billed Match
{{ p.customer }} {{ p.product }} {{ p.qty }} {{ p.price }} {{ p.cost }} {{ p.billed }} {{ p.match }}