Vortex Business Portal

Finance, HR, contractors, clients, invoices, documents, and reconciliation.

Email Password

Business Dashboard

Vortex finance and HR operations overview.

Today -

Revenue$0This month

Reserve$05% of revenue

Contractors$0Paid this month

Expenses$0This month

Available$0After reserve/costs

Open Invoices0Pending payment

Outstanding$0Unpaid invoices

Payroll Due$0Monthly contractor due

Payroll Paid$0This month

Payroll Balance$0Still owed

Monthly Profit & Loss

Payday Rule

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

DuplicateSame date and absolute amount exists manually.

MissingNo matching manual entry found.

Add MissingPositive → Income, Negative → Expense.

Results

Analytics

Monthly P&L and expense breakdown.

Monthly Overview

Expense Categories

Admin

Finance/HR portal only. DevOps Reporting remains separate.

Collections

income
expenses
contractorPayments
contractors
clients
invoices
documents
settings

Firebase project: hrvortex