Finance operations and reporting

Finance and Accounting Management

Finance reduces close chaos by organizing invoices, payments, transaction evidence, approvals and policy-aware reporting in one place.

Start with document and transaction organization. Paid plans unlock reconciliation, accounting automation and reporting.

Maturity: pilot ready
Start free Install package / choose plan Book demo / request setup

Problem this module solves

Finance reduces close chaos by organizing invoices, payments, transaction evidence, approvals and policy-aware reporting in one place.

Who it is for

  • Founders and finance leads
  • Bookkeepers and accounting teams
  • Operations teams managing AP/AR
  • SMEs preparing for better reporting

What you can do in the free version

  • Organize finance documents and basic transaction records.
  • Track invoice/payment status in simple lists.
  • Prepare records for accountant review.

Example workflows

Core workflows
Operational dashboards

Recommended connected modules

Common next module

Documents

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

Finance packages Choose Finance plan

Screenshots or UI proof

Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.

Finance dashboard
Finance dashboard
Finance institutions
Finance institutions
Reports
Reports

Plans for Finance and Accounting Management

Sorted from cheapest to most expensive.

View full pricing →
Silver - Finance
20$/user monthly
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • 1 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Guided Trial - Finance
Free
  • 10 Workflows
  • 10 Flows
  • ∞ Projects
  • 500 Clients
  • 5 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 1024 MB Secure storage
Choose plan
Paid Pilot - Finance
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan
Consultation - Finance
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan

Start Finance and Accounting Management with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

Start free Install package / choose plan Book demo / request setup
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