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.
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.
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.
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.
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.
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.
- 1Ask in Plain English
Type or speak your report request naturally, like "Show me revenue by client this year."
- 2AI Generates Your Report
The assistant queries your data, selects the best chart type, and builds an interactive visualization.
- 3Interact & Explore
Hover for details, explore data points, and see the full picture with responsive, interactive charts.
- 4Save, Export & Re-run
Save reports to your dashboard, export data as CSV, or re-run queries anytime with one click.
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.
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
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.