Welcome Back
Sign in to access finance, HR, invoices, contractors, clients, and business records.
Business Dashboard
Vortex finance and HR operations overview.
Monthly Profit & Loss
Payday Rule
Monthly Overview
Income, expenses, reserve, and available balance by month.
Reserve Summary
Admin-only all-time reserve visibility.
Dashboard v2
Visual trends from your existing records. No data changes.
Revenue, Expenses, Contractors & Net Cash
Expense Breakdown
Current service month.
Reserve Growth
Cumulative reserve over time.
Quick Income
Quick Expense
Client Balances
Contractor Payroll Balance
Income
Track client payments received.
Add Income
Income Records
Expenses
Track operating expenses.
Add Expense
Expense Records
Contractor Payments
Track contractor salary and payment modes.
Add Payment
Payment Records
Payroll Balance
See monthly contractor due, paid, and remaining balances.
Current Month Contractor Balances
Contractors / HR
Maintain contractor profile and compliance status.
Add Contractor
Contractors
Clients
Track client, billing, and service details.
Add Client
Clients
Invoices
Track invoice status and payments.
Add Invoice
Invoices
Documents
Track metadata for contracts, W-9/W-8BEN, invoices, receipts, and statements.
Add Document
Actual file upload can be added later using Firebase Storage.
Documents
Bank Reconciliation
Upload CSV statements, detect duplicates, and add missing records.
Upload Statement CSV
Columns supported: Date, Description/Memo/Details, Amount or Debit/Credit.
Rules
Results
Analytics
Monthly P&L and expense breakdown.
Monthly Overview
Expense Categories
Admin
Finance/HR portal only. DevOps Reporting remains separate.
Collections
expenses
contractorPayments
contractors
clients
invoices
documents
settings
Firebase project: hrvortex