Finance
Receivables, payables, expenses and the books — where the work already is.
- In every plan
- Connected to every other module
Finance runs the money side of the business. Invoice and quote customers, pay bills and suppliers, approve expenses, reconcile accounts and read your profit & loss — with a double-entry ledger underneath for when your accountant asks.
What Finance is made of.
In the app: Clients & Business › Finance. These are the pages you will find there.
Overview
Available now, expected in, committed and expected out — with a 30-day projection.
Money
Every movement across every account, statement import and categorisation rules.
Receivables
Invoices, quotes, recurring invoices, customers and payments received.
Payables
Bills, purchase orders, vendors and payments made.
Expenses
Submit, approve and reimburse.
Accounts
Bank and cash accounts, reconciled against the ledger.
Reports
Profit & loss, balance sheet, aging, budgets — and the Books beneath them.
Settings
Payment providers, invoice sending and defaults.
What this looks like on a normal day.
Get paid
Send invoices and quotes from your organisation’s own mailbox, set up recurring invoices, and accept card payments through Stripe or Paystack.
- Invoices, quotes and recurring billing
- Stripe and Paystack payment providers
- Customers shared with the CRM
Pay and approve
Bills and purchase orders from vendors, and an expense workflow any member can submit to without full Finance access.
- Bills and purchase orders
- Expense submission and approval
- Owner-controlled payment permissions
Books your accountant will accept
Everything posts to a double-entry ledger with a chart of accounts, journals, periods, trial balance and fixed assets.
- Profit & loss and balance sheet
- Ledger, journal and trial balance
- CSV statement import and reconciliation
Who leans on finance most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe modules this one talks to most.
Clients & Business
Clients & Business
Win customers, keep them, get paid and know your numbers.
Clients & Business
CRM
Every client, every conversation, every deal — one honest history.
Clients & Business
Inventory
Whatever you count — stock, parts, properties, vehicles, rooms — in your own words.
Clients & Business
Reports
Where the business is moving, read from live records.