Every source of income.
Part of the same picture.
Record income that does not come from an invoice and keep it beside invoiced sales and costs. Add your own fields in Studio.
Monthly income
Invoiced sales beside income entries · Sample USD
- Invoiced sales
- Income entries
- $3,000 Jul Income entries $700 Invoiced sales $2,300
- $4,200 Aug Income entries $1,200 Invoiced sales $3,000
- $5,100 Sep Income entries $900 Invoiced sales $4,200
- $6,600 Oct Income entries $1,500 Invoiced sales $5,100
- Income this month
- $1,500
- 3 sample entries
- Non-invoiced revenue
- $1,500
- Largest source
- Bluebird Studio
- Avg transaction
- $500
One month, split in two.
Income gives revenue outside normal invoicing a place alongside the rest of your accounting records.
Revenue beyond invoices
Capture income that needs its own record rather than an invoice workflow.
A dedicated income list
Find and review income entries in their own accounting surface.
Connected financial context
Keep these records in the workspace your team uses for expenses, payments, and reporting.
October 2026Sample USD
- Income
- $6,600
- Invoiced sales
- $5,100
- Income entries
- $1,500
- Expenses
- $2,300
- Net income
- $4,300
From the item to the picture.
- 01
Identify the income
Start with the revenue item and its supporting details.
Revenue item Workshop session, Bluebird Studio - 02
Record it accurately
Create the income entry inside the accounting workspace.
Income entry $700 · Bank transfer · Oct 08, 2026 - 03
Keep it in view
Return to the record as you review the business’s financial position.
Income this month $1,500
Your streams, your fields.
Summarize September income by revenue stream
- Workshops $400
- Classes $350
- Retail $150
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A "Revenue stream" field
A studio separates classes, retail and workshops on every income entry.
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Location tag
Add a branch field so each location can be filtered on its own.
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Ask the Agent
Ask Agaro Agent for a summary of income by stream. It asks before changing anything.
Shape income itself
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Fields and layout in Studio
Add fields such as revenue stream or location, and show the columns your reports need.
See Studio -
Roles and permissions
Every paid planDecide who can see, create and change income, down to records and fields, with custom roles.
See Users and Roles -
Agaro Agent
Ask about your income in plain language. The Agent asks before it changes a record, and it works within your permissions.
Meet Agaro Agent
Build around it
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Your own custom modules
Scale and upWhen income needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
See custom modules -
App Builder
Every paid planBuild a website, document, slides or internal app next to your income, described in plain words.
See App Builder -
Open API and MCP
Scale and upConnect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
The books around income.
Source
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Invoices
Create, send, and track invoices from your customer and catalog records. Email them with reminders, share a payment link, set payment schedules, issue credit notes, and run recurring invoices and subscriptions. Add custom invoice fields in Studio.
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Bank
Import or connect bank transactions, reconcile them with reconciliation models, record internal transfers, and manage business loans from one accounting area.
Income