Finance
Invoices, reconciliation, Zoho / QuickBooks sync.
Invoices & payments
AR invoices end-to-end: create, send, track, collect.
3 min read
Bank reconciliation
Match bank statements to receipts and payments the fast way.
3 min read
AR ageing
Customer receivables by age bucket, the foundation of cash collection.
1 min read
Credit control
Credit limits, credit holds, and blocking bookings on bad payers.
2 min read
Vendor invoices (AP)
Receive, match, approve, and pay vendor bills.
2 min read
Three-way match
Cost line ↔ vendor invoice ↔ proof of service. Blocks over-billing and duplicate payments.
2 min read
Multi-currency
Handle revenue, cost, and reporting across multiple currencies cleanly.
2 min read
FX revaluation
FX revaluation accounting: revalue open foreign-currency receivables, payables and bank balances to month-end rates and post the unrealised gain or loss.
1 min read
Taxes and VAT
VAT / GST / sales tax on invoices and bills, and tax reporting.
2 min read
Customer statements
Monthly statements of account per customer, emailed or portal-delivered.
1 min read
Dunning and reminders
Automated reminder sequences for overdue invoices.
2 min read
Cost accruals
Recognise vendor cost before the invoice arrives, match P&L with revenue.
2 min read
Revenue recognition
When to recognise revenue: on completion, pro-rata, or over-time.
2 min read
Finance reports
Standard reports: P&L, balance sheet, cash flow, margin by shipment, DSO.
2 min read
Entries and ledgers — what each action posts
The exact journal entry behind every finance action: which accounts are debited, which are credited, and how to trace a document back to the general ledger.
6 min read