Assistant

Ask, and know

Put a question to your business and get a grounded, contextual answer drawn from your live books — revenue, spend, cash position and what moved this week.

Account holder portrait — photo by Prince on Pexels

Net revenue trend, last six months

Jul 2025€23,418.60+9.4%
Aug 2025€19,072.15+26.8%
Sep 2025€14,336.94+17.2%
Oct 2025€21,509.03+31.6%
Nov 2025€0,000.0%
Dec 2025€58,244.71+52.3%

Average monthly revenue: 118,406.72 kr

Analysis

Revenue held through the year, though the trailing twelve months sit below the previous fiscal period. March, April, July and November recorded no booked income, which pulled the annual total down.

Recommendations

Revisit the sales motion. Look at how quiet months were worked and whether pipeline was left unattended — the four zero months explain most of the gap on their own.

Give marketing a floor. A small always-on spend in low months keeps demand from collapsing entirely and smooths the curve you are reporting against.

Happy to go deeper on any single month.

Compare revenue months Visualise monthly trends Show year-over-year change Analyse peak months
Ask anything
Revenue

Monthly revenue trend

Last yearThis year
€80k€60k€20k0
JanFebMarAprMayJunJulAugSepOctNovDec
Total revenue
€142,873.44
All periods combined
Average monthly
€11,906.12
All periods combined
Current month
€58,244.71
Latest month
Revenue growth
+52.3%
Year-over-year increase
Summary

Revenue fell 23% across twelve months (1 984 210 kr down to 1 527 640 kr). Worth reviewing the sales motion, marketing floor and pricing bands before the next quarter closes.

Ask questions and generate reports

Ask about revenue, spend, cash position, customers and how things have moved — then turn the answer into a report, a summary or a breakdown built on your own figures.

Plain-language questions Financial summaries Visual reports and charts Forecasts and runway PDF export
How is my cash flow looking?

Cash flow review — October 2025

Current status

Your cash position is steady at $26,140 in the bank. Runway has stretched to 9.2 months, which is comfortable for the current burn. Monthly spend came down $370 against September.

Cash balance
$26,140
+$3,480 this month
Runway
9.2 months
+1.4 months vs last month
Outstanding
$7,920
4 invoices awaiting payment
Monthly burn
$2,760
−$370 vs last month
Recommendations

There is $7,920 sitting in unpaid invoices across four customers. Chasing anything past 30 days would tighten collection noticeably. The lower burn is worth protecting — it is what bought you the extra runway.

Ask anything

Answers with the whole picture

The assistant reads your transactions, invoices, customers, projects and files, so what comes back is specific to your business rather than a generic template.

Transaction context Invoice context Customer context Project context Files and receipts context
Category breakdown
Marketing Software Payroll
$5,340
Total
Top category
Marketing
$1,840 this month
Software subscriptions
$1,215
+14% vs average
Category coverage
88%
Tagged transactions
Optimisation
$385
Quick wins
Summary

Marketing and software account for most of the month's spend. Two ad sets are underperforming and three tools overlap in scope — consolidating them is the fastest route to a lower recurring bill.

Everything it takes to run the money side

Dashboards, insights, transactions, invoicing, time tracking and files — connected in one system.

Assistant
Financial answers
Insights
Weekly updates
Transactions
Money movement
Inbox
Receipt matching
Time tracking
Project hours
Invoicing
Invoice management
Customers
Customer performance
Files
Document storage

Less admin. More attention.

Kestrel takes the manual finance work off your desk so the hours go somewhere that matters.

Chasing receipts
40 minutes per week
Receipts turn up late, go missing, or need a second ask.
Cleaning transactions
55 minutes per week
Categorising, un-duplicating and getting the numbers to agree.
Preparing invoices
1–2 hours per week
Raising invoices, checking payments and answering the follow-ups.
Explaining the numbers
1 hour per week
Pulling the data together and working out what changed, and why.
As it accumulates
What quietly disappears
Manual finance work created by tools that never spoke to each other.
4–6 hours

Books that are ready before you are

Receipts, invoices and transactions organise themselves in the background, so the ledger is in shape whenever you go looking for it.

Read more about pre-accounting

Built next to the people using it

For founders and small teams who touch their books every week — each feature has to earn its place in the workflow.

Poland
Portrait of Marta Kowalczyk — photo by Jake Nackos on UnsplashMarta Kowalczyk
Northline Ventures
"Invoice reconciliation used to swallow a full day every month and it was never pleasant. With Kestrel that work is mostly gone and we finally have a financial picture we trust."
Argentina
Portrait of Tomás Iriarte — photo by Korede Adenola on PexelsTomás Iriarte
Studio Kelp
"Running invoicing, projects and finances across three tools slowed my day down. Kestrel brought it into one place and the workflow got far simpler."
Germany
Portrait of Lena Brandt — photo by Foto Sushi on PexelsLena Brandt
Fieldnote
"My old accounting setup was scattered and never supported my bank. Kestrel made invoicing easier and handing clean data to my tax advisor is now a five-minute job."
United Kingdom
Portrait of Callum Reeve — photo by Ben Khatry on PexelsCallum Reeve
Arden Health
"Before Kestrel I had no real visibility into our cash and leaned entirely on our accountant. It gave me clarity without asking me to learn accounting software."

Works with the tools already open

Connect your banks, email, payments and accounting software in a few minutes.

Ledgebook Pinglet Tollgate Payments Kestrel Desktop Beacon Vaultdrive Cratebox Tollgate Mailyard Harbourpay
E-Invoice Caret Lumen Delve Beacon Notes Verba Opencraft Relayer Northstar Assist Flowgrid
View all integrations

Pricing that follows how you work

Start simple and move up when the workflow gets busier.

Starter

For solo founders who want a clean starting point for their business finances

$27/month
  • Financial overview and widgets
  • Weekly summaries and insights
  • Transactions with categorisation
  • Receipts and file storage
  • Invoicing (up to 10 invoices per month)
  • Time tracking
  • Up to 2 connected banks
  • Up to 2 team members
Start your trial

Best for getting started

Most popular

Pro

For founders and small teams running weekly finance workflows end to end

$54/month
  • Financial overview and widgets
  • Weekly summaries and insights
  • Transactions with categorisation
  • Receipts and file storage
  • Invoicing (up to 50 invoices per month)
  • Time tracking
  • Up to 10 connected banks
  • Up to 10 team members
Start your trial

Best value for most businesses

14-day free trial · Cancel anytime
Prices shown in USD. Local taxes may apply.