Complete financial control in one place
Invoicing, receipts, expenses, and budgets — everything your finance team needs, fully connected.
Everything for your finance team
Five powerful tools — all connected, all in sync.
Invoice Management
Professional invoice creation with templates, email delivery, and payment tracking.
- Professional invoice templates
- Email invoices directly to customers
- Payment status tracking
- Invoice customisation options
- Invoice history & records
Payment Tracking
Record and track all incoming and outgoing payments.
- Payment recording & management
- Payment status tracking
- Payment history
- Linked to invoices & customers
- Payment reference tracking
Receipt Management
Capture and store business receipts in one central place.
- Receipt creation & storage
- Supplier & customer linking
- Receipt reference tracking
- Date & amount recording
- Notes & additional context
Expense Management
Track and manage all business expenses with approval workflows.
- Expense creation & categorisation
- VAT tracking
- Manager approval workflow
- Expense status tracking
- Cost & description recording
Budgeting
Create and track budgets with spend visibility across your business.
- Budget creation & management
- Budget period tracking
- Linked expense monitoring
- Spend vs budget visibility
- Budget notes & descriptions
Payment Portal
Send a payment link from any invoice — your customers pay by card in seconds, powered by Stripe.
- Branded payment page per invoice
- Stripe-powered secure checkout
- Overdue alerts and due-date countdowns
- Paid status syncs back automatically
- No customer account needed — just a link
AI Receipt Scanning
Upload a receipt image and AI extracts vendor, amount, VAT, date, and category automatically.
- Extracts amount, VAT, date & vendor
- Smart category detection (Travel, Meals…)
- Confidence scoring flags uncertain reads
- Works with photos, PDFs & scanned images
- Cuts manual data entry to near zero
Why teams choose our Finance module
Built for accuracy, built for speed.
Improved Cash Flow
Better manage your finances with automated invoicing and payment tracking that keeps things moving.
Increased Efficiency
Automate manual financial processes and cut administrative overhead across your team.
Enhanced Compliance
Stay compliant with automated financial controls, full audit trails, and regulatory reporting.
Ready to take control of your finances?
Get started today — all modules included, no setup fees.