Features
Every feature built around one question: where should capital go next?
Fidelis Invona combines predictive allocation logic, transparent reporting, and rule-based execution so freelancers and independent consultants can manage working capital without guesswork.
How a feature request moves through the system
Why it's structured this way
Predictive, rule-based, and fully logged
Most tools built for independent professionals either automate blindly or require constant manual review. Fidelis Invona sits between the two: predictions inform allocation, but every decision follows a documented rule set, and every outcome is recorded for later review.
The features below are grouped by what they do — forecast, allocate, report, and adjust — so you can see how each part supports the next.
- Forecast
- Model runs use recent cash flow and invoicing patterns to estimate near-term capital needs.
- Allocate
- Funds are distributed according to configurable rules, not discretionary calls.
- Report
- Every allocation and its result is logged in a record you can review at any time.
Core feature set
What you get with Fidelis Invona
01
Predictive allocation engine
Forecasts near-term capital requirements from your income and expense patterns, then proposes an allocation before funds are moved — so decisions are made ahead of need, not in reaction to it.
02
Rule-based execution
Allocation rules are set by you and applied consistently. There is no discretionary override at execution time, which keeps behaviour predictable across cash cycles.
03
Public performance logging
Allocation outcomes are recorded in a running log, giving you a factual history to review instead of relying on memory or scattered spreadsheets.
04
Scenario adjustment
Update inputs — a slow invoice, a new contract, a planned expense — and see how the forecast and proposed allocation shift before anything is committed.
05
Threshold alerts
Set minimum and maximum thresholds for key accounts. When a forecast crosses one, you're notified with the reasoning behind the model's read of the situation.
06
Exportable reporting
Allocation history and forecast summaries can be exported for your own records, an accountant, or a year-end review.
Transparency in practice
A log you can actually read
Allocation record
Continuously updatedIllustrative representation of how logged allocation activity is displayed. Not a projection of actual returns.
Records reflect historical allocation activity within the platform. They are provided for transparency and review purposes and do not constitute financial advice or a guarantee of future outcomes.
Where each feature fits
Feature use in practice
Use case 01
Smoothing irregular invoice timing
Freelancers with irregular payment cycles use the predictive allocation engine to model expected gaps between invoices, and let rule-based execution set aside working capital ahead of a known lean period.
Use case 02
Preparing for a tax-year setting-aside
Independent consultants configure a rule that routes a set proportion of each incoming payment toward a reserved allocation, reviewed against the forecast each month via scenario adjustment.
Use case 03
Reviewing performance before a new contract
Before taking on a larger project, consultants pull the exportable allocation log to see how capital has moved over recent months, giving them a documented basis for planning.
See the full feature set in your own account
Set your allocation rules, connect your income pattern, and review the log for yourself.