Q: Categorizing Accounting by Clients
I have a digital marketing agency, and at any time have between 10-20 clients. Sometimes clients leave, and sometimes I get clients. I would like to be able to categorize expenses and income by client, so I could then ask Adam, how much money did I make off XYZ client. I'd also like to see a dashboard where I can see the money I've made or lost, broken down by client. Is this possible?
104033418513756417090Sep 10, 2025
Founder Team
ibrahim_from_tyms
Sep 11, 2025A: Hi there,
Thank you for your question. Client or vendor transaction tagging is possible, and you can ask the AI agent to tell you how much you've spent or earned from each client.
You can also prompt the creation of a dashboard that shows revenue by customer and expenditure by vendor.
Thanks
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