Everything Nexly does
A complete set of books for a small business: invoicing, quoting, expenses, customers, GST and reporting, with an assistant that can read all of it.
Dashboard
The current state of the business on one screen.
- Income and expenses for the period
- Profit as it stands today
- Cash flow month by month
- Outstanding customer balances
- Upcoming and overdue payments
- Recent activity across the account
Invoices
Bill customers and keep track of what's been settled.
- Professional invoice templates with your branding
- Send by email straight from Nexly
- Paid, unpaid and overdue status on every invoice
- Recurring invoices on a schedule you set
- Automatic payment reminders
- Part payments and payment history
Quotes
Price the job, then bill it without retyping anything.
- Build quotes from saved line items
- Send and track accepted, declined and pending
- Expiry dates on every quote
- Convert an accepted quote into an invoice
Customers
One record per customer, with the full history attached.
- Contact and billing details
- Every invoice, quote and payment in one view
- Current balance owing
- Notes for the next conversation
Expenses
Record what you spend and keep the paperwork with it.
- Add an expense in a few seconds
- Upload receipt photos and files
- Categories that map to your reporting
- Tax-inclusive and tax-exclusive amounts
- Spending trends over time
Reports
The reports your accountant asks for, in plain language.
- Profit & loss
- Cash flow
- Balance sheet
- GST tracking and estimates
- Income and expense breakdowns
- Export to share with your accountant
Nexly AI
An assistant with your books already in context.
- Explain any report in plain language
- Answer everyday accounting questions
- Create invoices and quotes from a short instruction
- List overdue invoices and how late they are
- Explain where cash went and what's coming
- Point out trends worth acting on
Security and permissions
Controls that suit a business, not just a single user.
- Email-verified accounts and secure, expiring sessions
- Role-based permissions for owners, admins and staff
- Encrypted storage and transfer
- Automatic backups
- Row-level data isolation, so no business can see another's records
Set it up in an afternoon
Free during early access. No payment required, no credit card required.
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