Invoiced
Filament

Ask questions about your Invoiced data

Connect Invoiced to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Invoiced tracks your invoices and payments, but understanding which customers are most profitable or how acquisition channels affect payment behavior requires connecting billing data to your CRM and marketing tools. Filament links Invoiced to your other platforms and answers questions about customer payment patterns, subscription revenue trends, and cash flow forecasting in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Invoiced KPIs with Filament Analytics

Connect your Invoiced account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Invoiced metrics you can track in Filament:

invoices
Track invoice performance and payment cycles with invoice_number, total_amount, status, due_date, paid_date, and customer_id. Analyze which customers pay fastest, identify overdue patterns, and monitor revenue recognition timing.
records:
invoice_numbertotal_amountstatusdue_datepaid_datecustomer_idcurrency
invoice_line_items
Analyze product and service revenue at the line item level with item_description, quantity, unit_price, discount, and tax_amount. See which offerings drive the most revenue and identify pricing patterns across customer segments.
records:
item_descriptionquantityunit_pricediscounttax_amountinvoice_id
payments
Monitor payment transactions and collection efficiency with payment_method, amount, payment_date, applied_to_invoice, and transaction_id. Track which payment methods customers prefer and measure days to payment.
records:
payment_methodamountpayment_dateapplied_to_invoicetransaction_idcustomer_id
customers
Understand customer payment behavior and account health with customer_name, account_balance, credit_limit, payment_terms, and created_date. Segment customers by payment reliability and lifetime invoice value.
records:
customer_nameaccount_balancecredit_limitpayment_termscreated_datecustomer_number
subscriptions
Track recurring revenue streams with subscription_plan, billing_frequency, mrr, next_billing_date, and subscription_status. Monitor subscription health, churn risk, and expansion revenue opportunities.
records:
subscription_planbilling_frequencymrrnext_billing_datesubscription_statuscustomer_id
estimates
Analyze quote conversion rates and sales pipeline with estimate_number, total_amount, status, expiration_date, and converted_to_invoice. Measure which estimates close and how long the sales cycle takes.
records:
estimate_numbertotal_amountstatusexpiration_dateconverted_to_invoicecustomer_id
credit_notes
Track refunds and adjustments with credit_note_number, amount, reason, issue_date, and applied_to_invoice. Identify patterns in customer disputes and measure the impact on net revenue.
records:
credit_note_numberamountreasonissue_dateapplied_to_invoicecustomer_id
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Combine Invoiced with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Invoiced lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Invoiced data gets even more powerful when combined with other tools:

Invoiced
HubSpot

Invoiced + HubSpot

Connect Invoiced payment data with HubSpot deal stages to see which sales pipelines convert to paying customers fastest. Build a kpi dashboard tracking customer acquisition cost against invoice value and payment timing.

Invoiced
Xero

Invoiced + Xero

Connect Invoiced receivables with Xero accounting data to create a complete financial picture. Track how outstanding invoices affect cash position and compare subscription revenue against operating expenses in one business intelligence dashboard.

Invoiced
Google Ads

Invoiced + Google Ads

Connect Invoiced customer data with Google Ads campaigns to see which ad spend drives customers with the highest invoice values and fastest payment cycles. Measure true marketing ROI beyond initial conversion.

Benefits of Filament's Invoiced Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Invoiced account

Connect your Invoiced account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Invoiced data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Invoiced dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Invoiced integration FAQ

Everything you need to know about connecting Invoiced with Filament and getting the most out of your data.