Everything Jeramyl does — in plain language.

Record money coming in from clients, sales, or any revenue source. Tag it to the right customer and business workspace.

Log expenses by category, attach receipts, and keep a complete record of what you've spent — searchable and organized by business.

Upload a photo of any receipt — Jeramyl reads the vendor, amount, date, and category automatically. Available on mobile and web.

Jeramyl groups your transactions into intuitive spending categories — Software, Marketing, Travel, and more — so reports make sense without manual sorting.

Jeramyl spots recurring charges — like software subscriptions, memberships, or service fees — so you can review what you're paying regularly.

Optionally back up your records and exports to Google Drive so your data is always accessible outside Jeramyl.

Create, send, and track invoices. See which are paid, unpaid, or overdue — with amounts and due dates in one place.

Record bills you owe to vendors and suppliers. Track due dates and payment status so nothing slips past you.

Create a price estimate for a client before the job starts. When the work is done, convert it to an invoice in one step — no re-entry needed.

See at a glance which invoices are overdue and for how long. Know exactly which clients need a follow-up without searching through emails.

Track invoices that repeat each month or billing cycle. Know which ones have gone out and which are due — without setting manual reminders.

Generate a statement of account for a customer — showing their balance history, invoices issued, and payments received — as a shareable PDF.

When a payment comes in, Jeramyl suggests which invoice or recorded transaction it most likely matches — so you can confirm or adjust, rather than search.

See which customers owe you money and how long each invoice has been outstanding — 0–30 days, 31–60 days, 60+ days — so you know who to follow up with first.

See which bills you owe to vendors and how long they've been unpaid — so you can prioritize payments before they become overdue.

A category-based income and expense summary designed for accountant review at tax time — so your records are already organized when you need them.

A shareable monthly summary covering income, expenses, net profit, and key business metrics — automatically generated from your recorded data.

See your expenses broken down by category group — like Software, Marketing, or Payroll — rather than one long unorganized list. Easier to read, easier to review.

A guided checklist to close out each month cleanly — review uncategorized transactions, confirm receipts, reconcile balances, and confirm nothing is missing before the month is over.

Automatically carry forward any outstanding items — unpaid invoices, pending bills, uncategorized transactions — so your next month starts with a clean, accurate opening position.

Export your transactions, reports, and invoices as CSV or PDF files — useful for sharing with your accountant or keeping offline records.

See projected income and outgoings based on your recorded invoices, bills, and payment history — so you can plan ahead rather than react after the fact.

An estimate of how many days your current cash position can cover expenses — based on your recorded data. Helps you spot pressure before it becomes a problem.

A view of bills that are due soon, so you can see upcoming cash obligations before they arrive — and time your follow-ups with clients accordingly.

Proactive alerts when Jeramyl detects that bills coming due are likely to exceed expected income — giving you time to follow up on invoices before a shortfall hits.

Each customer gets a profile with their invoices, payments, and balance — so you have a full history without digging through records.

See total revenue per client, lifetime value, and who your most valuable customers are — derived from your recorded invoices and payments.

When a single client starts driving a large share of your revenue, Jeramyl flags it — so you can see the risk before it becomes a problem.

A monthly summary of your business health — income vs. expenses, top customers, alerts — generated from your Jeramyl data. Available on every plan.

Ask anything about your business: "How did this month compare to last month?", "Which invoices are overdue?", "Where did costs go up?", or "Which client brings the most revenue?" — and get a plain-English answer. Pro plan: 30 messages/month for the workspace owner.

At month-end, the AI reviews your records and surfaces missing receipts, uncategorized transactions, and overdue invoices — so you go into review with a clean list of what needs attention.

Continuously monitors your business for overdue receivables, projected cash shortfalls, unusual expense spikes, customer concentration risk, and records that need review. Each alert explains why it appeared and what to do next.

Business plan includes AI access for the workspace owner and up to 4 assigned team members — 150 shared messages per month across the team.

Maintain separate books for each business you run — under one login. Each workspace is isolated so records never mix. Pro supports up to 5; Business is unlimited.

Invite your team to a workspace so they can record transactions, manage invoices, and collaborate — without sharing your personal login. Pro supports up to 5 members; Business is unlimited.

Upload your bank statement and match it against your recorded transactions, invoices, bills, and payments. See what matches and what doesn't — helping you catch gaps in your records before month-end.

A detailed audit history of every change to invoices, bills, and transactions — with source links so you can trace where each entry came from and who made it.

Compare revenue, expenses, and profit across the last 6 months to spot patterns — which months are strong, which are slow, and where costs are drifting.