Modules Finance

Finance

From invoicing to accounting

Create and send invoices, track expenses, manage budgets, run bank reconciliation and produce financial reports — with AI-assisted categorisation.

Key features

  • Invoicing & Billing

    Create polished invoices, send automatically and track payment status in real time.

  • Expense Management

    Capture receipts on mobile, auto-categorise with AI and generate expense reports.

  • Bank Reconciliation

    Connect your bank feeds and auto-match transactions with a click.

  • Financial Reporting

    P&L, balance sheet, cash flow and custom reports at any date range.

Getting started with Finance

Connect your bank account, set up your chart of accounts, and you’re ready to invoice your first customer.