> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kashfy.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance

> Track revenue, expenses, and profit across your clinic in one dashboard

The Finance module is your clinic's books - a single dashboard covering money in, money out, and what's left. It replaces the spreadsheets clinics normally keep on the side.

Navigate to **Dashboard → Finance**.

## Three tabs

<CardGroup cols={3}>
  <Card title="Revenue" icon="trending-up" href="/finance/revenue">
    Payments received, split by method and insurance status.
  </Card>

  <Card title="Expenses" icon="receipt" href="/finance/expenses">
    Add and categorize spending, including recurring bills.
  </Card>

  <Card title="P&L" icon="calculator" href="/finance/pnl">
    Net profit and expense breakdown for any date range.
  </Card>
</CardGroup>

## Date range

A date picker at the top scopes every tab. Pick a week, a month, a quarter, or a custom range - all three tabs refresh together. Defaults to the current month.

<Tip>
  Set the range to "This year" once a quarter and export the P\&L for your accountant.
</Tip>

## Who sees Finance

Finance is a manager-level feature - staff and doctor roles don't see it. If a team member needs access, promote them to manager in [Team → Members](/team/members).