Finance: income, expenses and customer invoices in one CRM

Income, expenses and customer invoices

Management accounting without a separate program. Cash and bank accounts, income and expenses, customer invoices and debts sit next to your deals and orders, so payments are visible where the sale happens.

14 days free Choose a plan with this module

What the module does

Accounts and cash desks Cash, bank and cards in any currency, with the current balance of each account.

Income and expenses Transactions by category, recurring payments such as rent, Excel export.

Invoices Invoices with VAT as PDF, sent by e-mail or to a chat, partial payments and a mark when the customer has opened the invoice.

Automatic postings A paid order or invoice lands in income by itself — no manual entry.

Settlements and bank Customer debts aged 30/60/90 days, a reconciliation statement as PDF, PrivatBank and monobank statements with payment matching.

Reports Profit and loss, margin by product and by manager, customer balances, six-month cash flow.

1 / 3

Click the photo to enlarge

Help articles (in Ukrainian)

All articles in this help section

Frequently asked questions

Does the module replace bookkeeping?

No, it is management accounting: money, debts and profit for the owner. There is no tax reporting or filing via M.E.Doc, but there is an exchange with 1C and BAS, so your accountant gets the data without retyping it.

How are bank statements loaded?

Privat24 and monobank statements are uploaded as a file, and monobank can also be connected with a token so transactions arrive on their own every hour. The CRM matches payments to invoices and orders; you just confirm.

Do order payments reach finance automatically?

Yes. A paid order, including Nova Poshta cash on delivery, becomes income in the Sales category on the default account. Invoice payments, including partial ones, are posted automatically too.

How much does the Finance module cost?

Finance is part of the Trade plan at 900 UAH per month per company and of the All-inclusive plan at 2,200 UAH; it can be added to other plans for 900 UAH per month. Access is set per role, so managers do not see what the owner sees.