Deals close. The books update themselves.
Invoices, VAT, commissions, rep payouts and quarterly reports — generated from the same pipeline that won the deal. No exports, no re-keying, no month-end archaeology.
Month-end shouldn’t feel like a crime scene
You closed the revenue. Then you spent a week proving it to yourself. Here’s what changes.
- Deals close in the CRM, then wait days for someone to raise the invoice
- Commission maths in a spreadsheet only one person understands
- A rep disputes their payout and nobody can trace the number
- VAT quarter arrives and the panic-export ritual begins
- “What did we actually bill last month?” has three different answers
- A deal hits Won and the invoice is raised from the same record
- Commissions calculated from the deal itself — no formulas to break
- Every payout traceable to the invoice and the deal behind it
- Quarterly reports built from live data, ready when the deadline is
- One number for revenue, because there’s one system holding it
Direct for fixed fees. Affiliate for commissions.
A Direct Invoice bills a fixed amount — the £4,000 retainer, the project fee. An Affiliate Invoice is born from a closed deal and carries the commission with it, so the rep’s cut is locked to the revenue that earned it. No orphaned numbers, no “where did this figure come from?”
- Direct Invoice: fixed amounts for retainers and project work
- Affiliate Invoice: commission generated from the deal itself
- VAT applied on the invoice, not bolted on in a spreadsheet
- Every line item traceable back to a lead in your pipeline
Quarterly reports that write themselves all quarter
Because invoices, commissions and payouts live where the deals do, your reports are never a reconstruction. Revenue, VAT position, rep earnings — assembled continuously from live data, so filing season is a review, not a rescue mission.
- Quarterly reports built from live deal and invoice data
- Rep payouts logged against the deals that earned them
- Pipeline KPIs and revenue in the same view: £ in, £ owed, £ paid
- Affiliate Earnings tracked alongside Pipeline Value
From Won to reconciled, automatically
The books keep themselves while your team keeps selling.
Close
A deal moves to Won in the pipeline — say, a £4,000 retainer for Meridian & Co.
Invoice
Raise a Direct or Affiliate Invoice from the deal record. VAT handled, numbers inherited.
Commission
The rep’s cut is calculated from the deal and logged — visible to them, auditable by you.
Report
Revenue, VAT and payouts roll into quarterly reports continuously. Filing day is a formality.
The finance layer your pipeline was missing
Not an accounting bolt-on. The money side of the same motion.
Invoicing built in
Direct and Affiliate invoices raised from the deal record — never re-keyed from memory.
Commission tracking
Every rep’s earnings computed from real deals, logged and ready for payout.
VAT handled
VAT applied on invoices and rolled into quarterly reports without a spreadsheet in sight.
Rep payouts
Payouts logged against deals and reconciled — feed them straight into mass pay.
Quarterly reports
Built continuously from live data. Review and file, instead of reconstruct and hope.
One source of truth
Pipeline, invoices and books share one record — so revenue has one answer, not three.
“Our old month-end took four days and a lot of coffee. Now the invoice exists the moment the deal closes, the commission is already right, and my quarterly report was basically done before I opened it.”
One flat price, and the finance stack comes with it
GRID’s accounting suite is included in the platform — alongside prospecting, outreach, inbox and pipeline.
- Invoicing tool$60/mo
- Commission tracking software$250/mo
- CRM (per seat, adds up fast)$400/mo
- Reporting / BI add-on$150/mo
- Hours of month-end reconciliationPriceless
- Your stack≈ $860/mo+
Unlimited seats. No per-contact tax. No per-tool sprawl. Scraping, sending, inbox, calls, funnels and books — in one platform.
Pairs with
Agency accounting, answered
Because your CRM and your books don’t talk. In GRID they’re the same system: the moment a deal moves to Won, the invoice, the commission and the reports update themselves — no export, no re-keying, no lag.
Close the deal. Consider it booked.
Invoices, VAT, commissions and reports flowing from the pipeline automatically — for one flat $1,000 a month, unlimited seats.