Core operations

Finance Workflows

Revenue, spend, banking, matching, and closing workflows for daily execution.

11 pages

Invoices

Create, send, follow up, approve, export, and settle invoices with clear lifecycle tracking.

Manage pre-invoice offers and convert accepted quotes into invoice workflows.

Handle billing corrections with draft, issue, and application stages tied to invoice context.

Capture incoming money, classify status, and link entries to customers and invoices.

Track spend, attach receipts, use OCR support, and manage recurring expenses with approvals.

Track owner withdrawals separately from operating expenses to keep equity movements explicit.

Compare balances, inspect account-level transactions, and validate reconciliation status.

Match imported transactions, split mixed payments, and resolve exceptions with undo support.

Review payout bundles from payment providers including gross, fees, net, and match context.

Export operational and advisor-ready files across analysis, invoices, and account data workflows.

Complete month-end with checklist discipline, approval handoff, and controlled locking.