Finance
Finance closes the loop on everything the other apps record. Accounting holds the chart of accounts, account books, daily entries, and the financial position they produce. Account Payable and Account Receivables fill themselves from bills recorded in Purchase and invoices raised in Sales, so you're chasing real balances rather than a spreadsheet copy. Banking reconciles what actually moved, Tax applies the right rate to every document automatically, and Reports & AI schedules the reports you rely on and forecasts cash flow from your own entries.
Powerful modules, built for teams
Each module is designed to be composable: pick what you need, scale as you grow, and integrate with your existing workflows. Below you'll find an expanded view of every module, quick stats, integrations, and a short FAQ to help your evaluation.
(1) Accounting
The books themselves — account books, the transaction book, daily entries, and the position they add up to.
Chart of Accounts
Account Books
Transaction Book
Daily Accounts
Cash Flow
Financial Position
Set up your chart of accounts, open your account books, then record daily entries — the financial position updates as you post.
(2) Account Payable
What you owe suppliers, aged by due date, fed automatically by bills recorded in Purchase.
Supplier Bills
Due Dates & Ageing
Payment Scheduling
Partial Payments
Outstanding Balance
Purchase Hand-off
Record bills in Purchase and they appear here as payables — schedule payments against the ones falling due.
(3) Account Receivables
What customers owe you, aged and chaseable, fed automatically by invoices raised in Sales.
Customer Invoices
Ageing Report
Receipt Recording
Credit Limits
Payment Reminders
Sales Hand-off
Raise invoices in Sales and they appear here as receivables — record receipts and the ageing report updates.
(4) Banking
Your bank accounts, the money moving through them, and the reconciliation that keeps them honest.
Bank Accounts
Deposits & Withdrawals
Fund Transfers
Cheque Records
Bank Reconciliation
Transaction History
Add your bank accounts, record deposits and withdrawals, then reconcile against the statement.
(5) Tax
Tax rates set once and applied automatically to every invoice, bill, and adjustment you record.
Tax Configuration
Automatic Calculation
Multiple Tax Rates
Exemptions
Tax on Transactions
Filing Summary
Configure your tax rates and exemptions once — Sales and Purchase apply them to every document from then on.
(6) Reports & AI
Scheduled reports, a cash flow forecast built from your own entries, and expenses sorted for you.
Report Scheduler
Cash Flow Forecast
Expense Categorization
Scheduled Delivery
Export Options
Open Reports & AI, schedule the reports your team needs, and review the cash flow forecast it builds from your entries.
Integrations & exports
Our system seamlessly integrates with a wide range of third-party applications, enabling smooth data exchange across platforms. Whether it’s syncing with accounting software, CRMs, or analytics tools, integrations help streamline workflows and improve productivity.
Google Work Space
Google Drive
One Drive
Frequently asked
Do payables and receivables fill in automatically?
Yes. A purchase invoice creates the payable and a sales invoice creates the receivable, so Finance reflects trading without re-entry.
Which financial statements can we produce?
Account books, the transaction book, daily accounts, cash flow, and the financial position — all from the entries already posted.
How is tax applied?
Configure your rates and exemptions once in Tax, and Sales and Purchase apply them to every invoice, bill, and adjustment.
Can we reconcile against a bank statement?
Yes. Banking holds your accounts, deposits, withdrawals, transfers, and cheques, with reconciliation against the statement.
What does the cash flow forecast use?
Your own entries — scheduled payables, open receivables, and recorded bank movement — not a generic model.
Where is payroll handled?
In Human Resources. Payroll runs from approved attendance there, and the resulting cost posts to your accounts.