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Finance & billing.

Create documents, track money in and out, and understand your financial position across branches.

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WHAT'S INCLUDED

Explore the capabilities.

Built to keep related work and information connected across your business.

01

Quotes, invoices & credit notes

Manage the document lifecycle from quotation to payment and adjustment.

Itemized quotes and invoices with taxes and discounts
Document numbering, PDF downloads, printing and email delivery
Payment allocation, partial payments and outstanding balances
Credit notes linked to original invoices
Public document links and historical record snapshots

02

Bills & expenses

Stay on top of supplier obligations and operating costs.

Supplier bills, due dates and payment recording
Expense categories, attachments and project or branch allocation
Overdue and outstanding balance calculations
AI-assisted bill capture

03

Accounting & payments

Connect operational records with a clearer financial view.

Configurable chart of accounts and account transactions
Receivables, payables and payment receipts
Branch-level financial accounts and budgets
Tax, revenue, expense and profit tracking
Financial snapshots and audit histories

MORE TO EXPLORE

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