Finance, Billing & Accounting (FMS)
Invoices, collections, payables and books in one connected ledger.
Billing, collections, payables and accounting in one place, connected to the clients, projects, payroll and purchasing that create the money.
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- Auto double-entry journal
- Bookkeeping
- 7d · 3d · due · overdue
- Payment reminders
- P&L · Balance sheet · Cash flow
- Financial reports
Finance
The Problem It Solves
Money work is where small disconnects become expensive. Invoices are typed again from project data, payments are matched by hand, and the books are assembled at the end of the period from files that disagree.
Invoices rebuilt from other tools
Client and project details are re-typed into invoices, so errors reach customers.
Not knowing who owes what
Receivables and payables are scattered, so chasing is irregular.
Payments reconciled by hand
Bank and cash movements are matched line by line, and late.
Books that lag operations
Payroll, vendor bills and training fees reach the ledger long after they happen.
Approvals in an inbox
Refunds and expense claims wait in email for someone to notice.
Reports built at period end
Profit and loss, balance sheet and cash flow are compiled manually.
Without it, and with it
The same everyday work, before and after.
Without it
Invoice details are retyped from project files.
With it
Invoices are raised against the client and project records that Projects manages.
Without it
Payment follow-up is irregular.
With it
Payment links track partial and full payments, with receivables and payables in view.
Without it
The ledger is written up afterwards.
With it
Settled transactions post to a double-entry journal automatically, feeding the general ledger and trial balance.
Without it
Approvals wait in email.
With it
An approvals inbox lists pending transactions, refunds and employee expense claims in one place.
What it does
Finance covers the whole money cycle. Raise invoices, credit and debit notes against your clients and projects, collect payments through payment links, track receivables and payables, reconcile bank and cash accounts, and review the books through a general ledger, trial balance and financial reports.
It does not keep a second copy of your business. Customers are the client records from Projects, vendors and bills come from Procurement, payroll runs come from HR and training fees come from Training, so finance reads the same facts the rest of the company works from.
Primary purpose
Record money once, reconcile it against the books and trace every figure back to its source.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Create your own automated workspace
Register your company and set up Finance with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
Invoices, credit and debit notes
Raise invoices against client records and projects, with numbering and tax configuration you control.
Payment links and collections
Send payment links and track partial and full payments, with online payments through Razorpay.
Receivables and payables
See what customers owe and what you owe vendors, with bills and vendor payments from Procurement.
Banks, cash and transfers
Bank and cash accounts, fund transfers, and bank and cash reconciliation.
Ledger and trial balance
Settled transactions post to a double-entry journal automatically, feeding a general ledger and trial balance.
Financial reports
Profit and loss, balance sheet, cash flow, tax, revenue, expense, budget versus actual and project profitability.
Approvals inbox
One list of pending transactions, refunds and employee expense claims, each linking to its own detail page.
Fiscal periods and settings
Fiscal periods with closing, exchange rates, tax configuration, numbering and payment methods.
AI capabilities
What the AI does in and around this product — concretely.
Ask about invoices and receipts
With AI Intelligence, ask which invoices are unpaid, which customers owe the most or what was received this month, and get a table or chart from your real records.
Automations on invoice events
When an invoice is created or paid, a workspace automation can email finance, notify a role or call your own system.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
Invoice to cash
From billing to a recorded payment.
- 1
Create the invoice for a client and project
- 2
Send it with a payment link
- 3
Reminders go out before the due date, on the day and when overdue
- 4
A payment settles it, a receipt is issued and an invoice-paid event fires
Transaction to ledger
Bookkeeping without a second entry.
- 1
A transaction is approved and settled
- 2
A balanced two-line journal entry is created automatically
- 3
The general ledger, trial balance and reports update
- 4
A mistake is corrected by reversing the transaction, which reverses its entry
Use cases
Real tasks, real roles.
Invoice a project
Raise an invoice against the client and project, send a payment link, and watch it move to paid.
Month-end close
Reconcile bank and cash, review the trial balance and financial reports, then close the fiscal period.
Pay vendors
Review bills from Procurement and record vendor payments against them.
Reimburse staff
Approve employee expense claims from the approvals inbox and pay them.
Supported business scenarios
- A services company billing clients by project
- A business that wants bank reconciliation and clean books each month
- A company that wants payroll, purchasing and training revenue visible in one finance view
Benefits & business outcome
What changes for your business.
Money in and out is recorded once, reconciled against the books, and traceable back to the client, project, vendor or employee behind it.
Books that follow operations
Entries post from settled transactions rather than being re-typed at month-end.
Faster collections
Payment links and scheduled reminders keep unpaid invoices from going quiet.
One customer, one vendor
Finance reuses the client and vendor records the rest of the platform maintains.
Reviewable by design
Corrections reverse a transaction instead of editing history, and changes are audit-logged.
Who it's for
Finance leads and accountants, founders who bill clients, and operations teams who approve expenses and pay vendors.
Departments
- Finance & Accounts
- Operations
- Management
Typical users
- Finance Manager
- Accountant
- Founder
- Approver
Works with
The other products and integration points it connects to.
Razorpay
Online payment collection for invoices and payment links.
Frequently asked questions
It covers invoicing, payments, bills, bank and cash reconciliation, a double-entry ledger, trial balance and core financial reports. Some areas in the navigation are marked as coming soon.
Request a demo
Ready to put Finance to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.