Finance Management

Complete financial control in one place

Invoicing, receipts, expenses, and budgets — everything your finance team needs, fully connected.

app.worktree.io/finance
INV00042
Northwind Supplies
Paid£1,450.00
INV00041
Acme Retail Ltd
Overdue£860.00
INV00040
Marrow & Co
Sent£2,120.00
INV00039
Fernbridge Retail
Draft£340.00

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.

  • Linked to a saved Contact, Customer or Supplier
  • Line items with automatic VAT calculation
  • Email invoices directly to customers
  • Branded with your logo & invoice footer
  • Payment status tracking
  • 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
  • Branded with your logo & receipt footer
  • 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 to Social event costs
  • Spend vs budget visibility
  • Budget notes & descriptions
New

Payment Portal

Send an invoice and your customer pays by card in seconds — branded, personalised, powered by Stripe.

  • Branded with your own logo & footer
  • Addressed to the customer or contact by name
  • Overdue alerts and due-date countdowns
  • Paid status syncs back to the invoice automatically
  • Settles to your own connected Stripe account
  • No customer account needed — just a link
AI

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.