Financial Reporting
Profit Tracking Built for Designers
Stop guessing your income. Know exactly how much each project is bringing in.
Track Revenue by Project
With all your quotes, invoices, and POs in one place, you can track income at the project level—making it easier to adjust as you go and plan more profitable projects in the future.
- See detailed earnings by service, markup, or package
- Compare income across clients, phases, or project types
- Spot which services and projects bring in the most profit
Know What You’re Owed (and What’s Overdue)
Keep tabs on every dollar with a clear view of what’s been paid, what’s pending, and what’s overdue. No more chasing down payments or sorting through emails to get answers.
- Track invoice statuses by client and project
- Get notified the moment a payment is late
- Follow up with confidence and avoid cash flow slowdowns
Focus on the Work That Pays Off
Not all work is profitable. By logging billable and non-billable hours and learning from past projects, you can spend less time on busywork and more time on what moves your business forward.
- Mark entries as billable or non-billable
- See time breakdowns by task, client, or project
- Get a clearer picture of what’s profitable (and what’s not)
Export Clean Reports in Seconds
Prepare for tax season, send numbers to your bookkeeper, or check profits with clean, organized reports—no spreadsheet cleanup needed. Just pick what to include and export a ready-to-share CSV.
- Filter reports by timeframe, client, or project
- Export detailed breakdowns: markup, taxes, and totals
- Generate clean spreadsheets for tax prep or bookkeeping
Keep Your Books Clean With QuickBooks Sync
Already using QuickBooks? Sync your invoices, retainers, and purchase orders in seconds so your books stay accurate without the manual work.
- Automatically sync invoices and purchase orders
- Keep your records up to date as projects evolve
- Eliminate double entry and simplify bookkeeping
1-on-1 Training
Messy Finances?
Let’s Clean That Up.
Quick Tutorials to Help You Get Started
Make sense of the numbers and the tools behind them. Watch these short videos that walk you through syncing, reporting, and tracking project income.
Frequently Asked Questions
What is an interior design report, and why should I use one?
An interior design report gives you a clear view of what you’ve quoted, billed, and actually earned on each project. It’s like your design business’s profit radar, perfect for spotting red flags, catching budget bloopers, and making money-savvy moves without staring at spreadsheets all day.
How does DesignFiles help with financial reporting?
DesignFiles gives you smart, real-time dashboards that track every dollar that’s been invoiced, paid, or is overdue. You’ll see margins, payment history, and invoice statuses all in one place. No more hunting through emails or juggling apps. With a couple of clicks, your interior design business report is ready to go.
Can I export reports to share with clients or my accountant?
Yes! With just a few clicks, you can generate clean, professional reports that are client- and accountant-ready. Forget the spreadsheet drama. These reports are polished, and packed with all the right details (without any of the mess).
Other Tools Designers Love
Quickbooks Integrations
Invoicing and Collecting Payments
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Procurement
Manage RFQs to installs so you avoid costly last-minute surprises.
Time Tracking
Log time accurately so every minute turns into revenue.
Manage Your Revenue Like a Pro
Get clear, organized financial insights with tools built for interior designers.
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