For freelancers · Preview
Income and expenses at a glance,plus the CSV for your accountant.
As a freelancer you are bookkeeping, sales and project lead at once. Peak Analytics sums your receipts by month and client, shows which client carries which share, and gives you a CSV for Excel or your accountant, without typing tables by hand.
Put the goal into words. Add perspectives and timing right below.
Preview. Peak Analytics doesn't replace bookkeeping or tax advice; CSV export uses your plan's export allowance. Examples are fictional.
Receipts / Month × income/expense, sum / CSV for the accountant
How much came in, how much went out, from whom?
- Monthly view
- „How much did I earn and spend each month?“ → CSV for the accountant
- Client share
- „How dependent am I on my largest client?“ → Largest client with share of total
- Expenses
- „Which expenses went up this quarter?“ → Odd item as a „Check“ task
Your question
What do you want to know about your business at month-end?
Receipts by counterparty and month answer all three. A one-person business rarely needs more analysis than that. The example runs only in this browser window and reads no data from your workspace.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. One clear evaluation question.
Draft · not yet put together
- Soru
- Still open
- Data basis
- Still open
- Next step
- Still open
Two fictional situations
What do you want to know about your business at month-end?
Two fictional freelancers show how receipts answer that and what they pass on.
Mara Sommer, copywriter (fictional)
„How much did I earn and spend each month?“
- The action
- Month × income/expense, sum
- The intent
- CSV for the accountant
Monthly view
- Soru
- How much did I earn and spend each month?
- In Peak Analytics
- Receipts
- Why
- Seeing the monthly numbers yourself means no surprises at year-end.
Two fictional situations show the path from question to finding. Below is what the preview can do today.
To the source and limitIs this for you?
Fewer spreadsheets, more overview.
Income and expenses at a glance,
plus the CSV for your accountant.
This is where Peak Analytics helps.
- Seeing the monthly numbers yourself means no surprises at year-end.
- A client with a very large share is a risk you want to see early.
- A subscription nobody uses shows up in the quarterly sum, not in the bank statement.
No real data
What the preview doesn't do.
- Preview
- Fictional examples
- Your data stays where it is
Available in the preview
Question, pivot and task exist today.
In the Peak Analytics preview you evaluate orders, receipts, tasks, goals and files as a pivot: rows, columns, measure, day to year. The largest value shows with its share of the total, „Check“ turns it into a task, and you share a released snapshot by link or export it as CSV. Files from Peak Docs are one of the five Peak Analytics sources: storage by folder, kind and size.
Look at Peak DocsPeak Analytics / Your next step
Fewer spreadsheets, more overview.
See how a fictional freelancer reviews their month.
See a freelancer example
Fewer spreadsheets, more overview.
„Which expenses went up this quarter?“ → Odd item as a „Check“ task
Frequently asked questions
Is Peak Analytics finished?
Peak Analytics is available as a preview. What this page describes as available exists in the preview; examples with company names and numbers are fictional.
Does this replace my bookkeeping?
No. Peak Analytics evaluates existing receipts; it doesn't replace bookkeeping or tax advice.
How do I get the numbers into Excel?
Through CSV export, which uses your plan's export allowance.
What about receipts in other currencies?
They stay separate. Peak Analytics doesn't add up mixed currencies or convert them.