Finance Manager Dashboard
Finance Manager

Know where the money is. At every stage.

Meetingbox gives finance teams one place to see every cost, invoice, margin, and change. Across events, teams, and years. No rebuilding numbers. No chasing updates. Everything stays connected to the actual project.

Know your margin before the event happens

Every supplier change, quantity update, or scope adjustment updates your budget automatically. Meetingbox Intelligence flags risks early so finance can act before profit disappears.

3 canapés, per person from

Service
· Accommodation
General
Prices
Description
History

Quick Pricing Summary

Total Cost (USD)
10,780.00
Total Sell (USD)
14,960.00
Total Profit (USD)
4,180.00
Margin
27.9%

Cost Details

Net Cost
$49.00 / pax
VAT (7%)
$3.43
Gross Cost
$52.43
Price raised from quote

Sell Details

Net Sell
$68.00 / pax
VAT (5%)
$3.40
Gross Sell
$71.40

Profit Analysis

Profit Amount$4,180.00
Break-even Point161 attendees
COST: $10,780PROFIT: $4,180

Intelligence Insights

  • Cost spike: +$4/pax detected
  • Margin: 32% → 27.9%
  • Target restored with +$2/pax
Margin Risk Detected
Supplier change identified. Margin dropped below 30% threshold.

Automated Invoicing

Create invoices directly from approved services and milestones. Track sent, paid, and overdue invoices without re entering data.

Invoiced$42.5k
Pending$8.2k
Margin24.2%
+ New Invoice
ServiceQty/UnitMargin
Event Production
48h @ $12022%
Venue Management
60h @ $10018%
Technical Support
12h @ $15025%
Create project
Create tasks
Create invoice
Create purchase order
Create bill
↗

Know where your money really goes

Go beyond basic finance reports. See profit by project, client, and service in real time. Understand what earns money and what drains it. Act early by adjusting pricing or removing unprofitable services.

Reports
Revenue current vs previous
Current
Previous
0k
50k
100k
150k
200k
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
MonthRevenue Curr/PrevBills Curr/PrevProfit Curr/Prev
January153k / 94k19k / 12k133k / 82k
February157k / 142k32k / 17k125k / 124k
March172k / 140k28k / 15k144k / 125k

All your financial KPIs in one place

Bring all financial KPIs together in one view. Stay aligned with company goals. Spot risks early and act before numbers drift off track.

Quoted vs Confirmed
1.06m
24%
264.8k
Billable Hours by RoleLive
85%Utilized
Design: 53 (45%)
Design
Mgmt
Other
Budgeted Income
PeriodActualBudgetStatusDiff
Jun160k120k
+40k
Q2416k360k
+56k
Year1.4m1.2m
+141k
Week 1Week 4

Meetingbox Inbox for finance

No more digging through emails, spreadsheets, or tools. All financial alerts, approvals, risks, and changes live inside the project where the work happens. See overdue invoices, cost changes, margin risks, and budget overruns as they happen. Act fast without switching systems or chasing updates.

Inbox
3 Unread
Search...
1d
Lukas
Lukas Meyer
Executive Summit 2027
Organizing a professional conference for 65...
SK
Sven Koch
2d
Innovation Workshop
We need to organize our annual corporate meeting...
Global Event Solutions - Executive ...
€137,450
Lukas
Lukas MeyerYesterday, 2:30 PM
Organizing a professional conference for 65 participants. Requirements include main auditorium for keynotes, multiple breakout sessions, exhibition space, and networking areas.
AI Draft
MeetingBox Team

Dear Lukas,

Thank you for your event request. I've reviewed your requirements and would like to discuss a few details.

Could you please provide:

  • • Specific budget range
  • • Preferred venue location
MB

Supplier Cost Comparison

Choose suppliers based on real numbers. Compare costs, performance, and margin impact using your own event history.

Supplier Comparison
Global AV Corp
Project Cost$12,400
Reliability98%
Margin Impact+12%
Score4.8
Event Tech Pro
Project Cost$10,900
Reliability82%
Margin Impact+18%
Score3.9
Recommended: Global AV Corp (Best Reliability/Margin balance)

Proposal building with financial confidence

Build proposals based on real data. See which services are profitable, which suppliers perform well, and what usually breaks margin. Create proposals manually or with intelligence support, always grounded in your own numbers.

BackSettings
Build with AI
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Days
+ New Day
Day 1 • Feb 4
Arrival & Welcome Reception
3 services
Day 2
Business Program & City Exploration
4 services
Day 3
Team Building & Cultural Experience
4 services
Day 4
Day Trip & Departure
3 services
Munich

Munich Event

Change Cover Photo

Arrival & Welcome Reception

Wednesday, February 4, 2026
+ Add Service
Airport Transfer - Munich Airport to Hotel
▪▪▪
10:00 ARRIVAL - Central European Time

Comfortable coach transfer from Munich Airport to the hotel. Professional driver, luggage assistance included.

Location
Munich Airport
Facilities
Air-conditioned coach, WiFi on board
Munich Airport
10:00Munich Premium Transport€400 total (50 pax)
Bayerischer Hof Munich

Luxury 5-star hotel in the heart of Munich. Elegant rooms with modern amenities.

Hotel
Room
Lobby

Billable hours and cost tracking

Track billable time per project, service, and role. See how team time affects cost and margin as work happens. Know what is billable, what is not, and where effort drifts beyond scope.

Billable Hours & Utilization
In Scope
Design Lead
32h
$4,800
Event Manager
45h
$3,600
Support Team
12h
$600
82%
Billable
Scope Drift Detected

Design review hours (32h) have exceeded the approved scope (20h). Margin impact: -1.2%

Finance File Vault

All financial documents stored per event and project. Ready for accounting, audits, and handover.

Finance File Vault / Q3 Conference
Invoices
12 files
Contracts
4 files
Supplier Agreements
8 files
Accounting Exports
Updated today
Meetingbox Intelligence

Your financial analyst.

Predict cash flow, identify margin risks, and automate expense approvals with Meetingbox Intelligence.

  • Predict cash flow
  • Identify margin risks
  • Automate expense approvals
  • Generate financial reports
Meetingbox AI
Online & Ready

Seamless Integrations

Meetingbox connects with the tools you already use.

Salesforce
HubSpot
Slack
Stripe
QuickBooks

Meet the finance manager.

Join thousands of finance managers who trust Meetingbox.