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Finance

Understand where it comes from.Know where it goes.

From operations to results, connect financial management, accounting and banking transactions, with clarity at every step.

Explore the plans

Organization today. More opportunities tomorrow.

See the path of each transaction

From recording the transaction to accounting, with steps and controls in view.

  1. Sale or purchase

    Record the transaction and follow the events behind obligations.

    New sale
    Customer
    Items
    Total
    Illustrative example
  2. Receivable or payable

    Track due dates, categories and commitments.

    Receivable or payable
    Invoice 001Open
    Invoice 002Paid
    Invoice 003Open
    Illustrative example
  3. Settlement

    Record settlements, reversals and account transfers.

    Settlement
    Payment recorded successfully.
    Illustrative example
  4. Statement

    Import statement files and review transactions.

    Bank statement
    Receipt
    Transfer
    Payment
    Fee
    Illustrative example
  5. Reconciliation

    Compare entries and statements, identifying matches and differences.

    Reconciliation
    2 matches
    1 discrepancy
    Review complete
    Illustrative example
  6. Accounting

    Follow accounting events, mappings, entries and exceptions.

    Accounting entry
    Debit
    Credit
    Description
    Illustrative example

Three pillars. One connected view.

Connected modules you can use according to your needs.

Financial management

Manage daily finances and follow your business cash flow.

  • Receivables and payables
  • Accounts and categories
  • Cash flow
  • Settlements, reversals and transfers
  • Obligations and schedules
  • Collections and follow-up

Accounting

Organize records with structure and support for professional review.

  • Chart of accounts
  • Events, mappings and exceptions
  • Accounting journals
  • Periods and closing
  • Trial balance and ledger
  • Documents, calendar and review

Banking

Centralize statements and keep reconciliation on track.

  • Bank account records
  • Statement imports
  • Transactions and movements
  • Reconciliation and history
  • Readiness settings

More control over what matters.

Manage assets, contracts and collections with history and follow-up.

Assets and property

Record assets and follow their history in the financial context.

Contracts and obligations

Track deadlines, installments and commitments through schedules.

Collections and actions

Organize collection cases, owners and follow-up actions.

Configure it your way

Configure accounts, categories, mappings and periods. Banking imports depend on supported formats; accounting review remains with the responsible professional.

Accounts and categories
Income
Expenses
Investments
Transfers
Illustrative example
Chart of accounts
Assets
Current
Non-current
Liabilities
Income
Illustrative example
Periods and closing
01/2025Closed
02/2025Closed
03/2025Closed
04/2025Open
Illustrative example

You stay in control, with your accountant’s support.

Organize your finances. Build your next step.

Explore the plans

Organization today. More opportunities tomorrow.

Features depend on your configuration. Screens illustrate workflows; the product interface may differ.