Visible receivables and due dates
Review invoice totals, paid amounts and balances with their customers and dates. Link partial payments to records to follow how much of each receivable has been settled.
SOLUTIONS / Finance
Financial management: A clear view of cash, receivables and payments.
Track invoices, collections, expenses, cash and bank accounts, and instruments with transaction history.
MADE FOR YOUR DAILY WORK
Finance
Sales value, collected payments and available cash are different things. Review invoices, payment movements and accounts together for a clearer view of your daily finances.
Traceable account movements
Reach the source of collections, payments, expenses, cash and bank movements. Review checks and other instruments with their due dates and statuses.
Meaningful charts alongside figures
Select a period and currency in the finance overview to examine cash flows and distributions. Then open the underlying records for more detail.
FROM FIRST STEP TO FOLLOW-UP
A workflow your team can follow.
- Create the invoice with its customer and lines.
- Record partial payments and their account movements.
- Review cash and due dates in the finance overview.
ONE SOLUTION, CONNECTED SECTIONS
Explore what’s inside.
See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.
- Finance overview
Review accruals and cash movements separately.
- Invoices
Track invoices, saved addresses, lines and collections.
- Payments
Track partial payments with account and record links.
- Expenses
Track company expenses and employee reimbursements.
- Cash & bank
Review cash and bank movements by currency.
- Cheques & promissory notes
Manage instruments with parties, status and transaction history.
Before you get started.
Does this replace statutory accounting software?
This page describes operational financial tracking. Statutory accounting, official tax filings and e-invoicing integrations are not promised in this scope. Discuss your integration requirements with our team.
Is every section available in every plan?
Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.
KEEP YOUR WORK CONNECTED
Works better together.
YOUR NEXT STEP
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