AI-Boosted Reports

Interactive Reports & Analytics

Generate beautiful, interactive charts and graphs using plain English. Just describe the report you need and the AI Assistant creates it instantly — no spreadsheets, no formulas, no dashboards to configure.

6
Chart Types
2
Languages
CSV
Export Format
Data Points

Reports Powered by Natural Language

Forget complex report builders and rigid templates. With Invoice My Clients, you simply tell the AI Assistant what you want to see. Type a question like "Show me my top 5 clients by revenue this quarter" and get a fully interactive chart in seconds.

Every report is generated from your real invoice and client data, rendered as a feature-rich interactive chart or graph that you can save, export, and revisit anytime from your Reports dashboard.

Feature-Rich Interactive Charts

Your reports come alive with six interactive chart types, each with hover tooltips, responsive layouts, and beautiful styling.

Bar Charts

Compare values across categories with grouped, rounded bars. Perfect for revenue by client, monthly totals, or any side-by-side comparison.

Line Charts

Track trends over time with smooth monotone curves and data points. Ideal for revenue trends, payment patterns, and growth metrics.

Pie & Donut Charts

Visualize proportions and distributions with labeled slices and legends. Great for revenue share, status breakdowns, and category splits.

Area Charts

Show volume and trends with filled gradient areas. Best for cumulative revenue, cash flow over time, and stacked comparisons.

Scatter Plots

Explore correlations between two variables with X/Y data points. Useful for analyzing invoice size vs. payment time and other relationships.

Data Tables

View raw data in a clean, organized table format. Perfect when you need exact numbers, detailed breakdowns, or data to export.

Generate Any Report You Can Think Of

The AI understands your business data and can generate reports across all your clients and invoices. Just describe what you need in plain English.

Client Analytics

Dive deep into your client relationships. See who your top earners are, track client activity over time, compare payment behaviors, and identify your most valuable business relationships.

"Top 10 clients by revenue""Client payment speed ranking""New vs. returning clients"

Invoice Insights

Understand your invoicing patterns. Track invoice statuses, analyze average amounts, see how quickly you get paid, and spot overdue trends before they become problems.

"Invoice status breakdown""Average days to payment""Overdue invoices by client"

Revenue & Financial Reports

Get the full picture of your finances. Track monthly and quarterly revenue, compare year-over-year growth, analyze revenue by service category, and forecast future earnings.

"Monthly revenue trend""Revenue by quarter comparison""Revenue forecast next 3 months"

Natural Language Queries

No query language to learn, no filters to configure. Just ask questions the way you think about your business. The AI understands context, time periods, comparisons, and complex business logic.

"Who owes me the most money?""Compare Q1 vs Q2 revenue""Show unpaid invoices over 30 days"

How It Works

Generating reports is as simple as having a conversation. The AI Assistant connects directly to your data and creates visualizations in real-time.

  • 1
    Ask in Plain English

    Type or speak your report request naturally, like "Show me revenue by client this year."

  • 2
    AI Generates Your Report

    The assistant queries your data, selects the best chart type, and builds an interactive visualization.

  • 3
    Interact & Explore

    Hover for details, explore data points, and see the full picture with responsive, interactive charts.

  • 4
    Save, Export & Re-run

    Save reports to your dashboard, export data as CSV, or re-run queries anytime with one click.

Coming Soon

Even More Insights on the Way

We're expanding reports beyond invoices and clients. Soon you'll be able to track how clients interact with your transactional emails and follow up at the perfect moment.

Coming Soon

Transactional Email Analytics

Understand how clients engage with your invoice emails. Track open rates, click-through rates, and response times to optimize your billing communications.

  • Email open and read tracking
  • Click-through rate on payment links
  • Optimal send-time analysis
Coming Soon

Client Response Intelligence

Measure how clients respond to your invoices and follow-ups. Identify patterns in payment behavior tied to communication timing and frequency.

  • Response time by client
  • Follow-up effectiveness scoring
  • Payment likelihood prediction

Start Generating Reports Today

Open the AI Assistant, ask your first question, and see your data come to life with interactive charts and graphs.

Available on all AI plans. Free tier includes 20 messages per month.