Project and team-specific tags let you zoom in on the data that matters. You can focus on a single project’s numbers or uncover which team spends the most. Whether you want to separate revenues into one-time and recurring categories or break down expenses by cost center – it’s all possible.

While custom tags are valuable for any company, we’ve seen that project and team tags stand out for project-driven businesses like agencies, recruitment firms, consultancies, and engineering or architecture companies. The big win for you: our machine learning model takes care of future transactions categorization automatically, keeping everything seamlessly aligned with your system. No tedious manual work, no if/else rules. Set your category once, and let our platform handle the rest.

How to create team- and project-tags

1. Click on Data and then Liquidity customization in the navigation menu on the left.

2. Click on Team/Project and then on Add new category.

3. A module opens where you have to insert a new Team/Project name.

4. Click on Bank accounts via the navigation menu on the left and then click on Bank transactions. Now, you can tag your transactions to the team or project.

5. Go to Liquidity insights in the navigation menu on the left. You can now break down your cash flow statement to a specific project and get a detailed cash flow report for individual teams and projects.