Financial clarity without the spreadsheet chaos
Complete accounting and financial management. Invoices, bills, journal entries, estimates, purchase orders, and reports — all connected to your sales pipeline.
Invoicing
Create, send, and track invoices. Auto-generate from sales deals. Manage payment status, due dates, and reminders.
Bills & Expenses
Track vendor bills, manage approvals, and monitor cash flow. Multi-level approval workflows for every transaction.
Journal Entries
Double-entry bookkeeping with chart of accounts. Create manual journal entries, adjustments, and recurring entries.
Chart of Accounts
Customizable chart of accounts with hierarchical categories. Assets, liabilities, equity, revenue, expenses.
Financial Reports
Profit & loss, balance sheet, cash flow. Filterable by date range, department, and category.
Approval Workflows
Configurable approval chains for invoices, bills, and journal entries. Role-based permissions with multi-level sign-off.
Estimates, Purchase Orders & Sales Orders
Full document lifecycle from estimate to invoice. Create estimates for clients, manage purchase orders with vendors, and track sales orders through fulfillment.
- Estimates with convert-to-invoice flow
- Purchase orders with vendor management
- Sales orders linked to CRM deals
- Status tracking and approval at every stage
Real-Time Financial Reports
Generate profit & loss, balance sheet, and cash flow statements on demand. Filter by date range, department, or category for granular insights.
- Profit & loss statement
- Balance sheet
- Cash flow statement
- Tax management and compliance
Get your finances in order
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