Know your profit on any project in one report.
Invoices, payments, receivables, payables, GST and multi-currency in one place — every entry tagged to a project, so cash and profitability read off one source.
What makes it unique
The features that set Finance apart from a generic ERP.
Built for projects-based manufacturing — not retrofitted to it. These are the workflows big ERPs either skip or get wrong.
Project-tagged invoices & bills
Every invoice, bill and payment carries the project ID. P&L by project and gross margin by project come straight from the project-profitability report, not a month-end spreadsheet.
Indian fiscal year out of the box
April–March default, FY quarters and GST periods — all native via the fiscal-period engine. Multi-country offices keep their own fiscal year per legal entity.
GST engine: CGST / SGST / IGST
Place-of-supply derives intra-state vs inter-state automatically. HSN codes, reverse charge and RCM tagging feed a filing-ready GST summary report — without a third-party plugin.
Vendor bill 3-way match
Bill arrives — system matches it to the PO and the GRN. Mismatched amount, quantity or rate flags inline. Approve to post; everything below the variance threshold posts straight through.
Multi-currency with daily rates
INR base, with USD, EUR, GBP, AED, SGD, JPY, CAD and AUD synced from a live market feed. Reports and dashboards re-express foreign-currency figures in your home currency at the latest synced rate.
AR/AP aging by project + customer
Receivables aging buckets (0-30, 31-60, 61-90, 90+) — sliced by customer or by project. Open the project, see who owes you money against this scope, with last-payment dates.
Feature 01
A finance command center, not a month-end scramble.
The moment you open Finance you see the whole picture: receivables and payables outstanding, the net cash position, overdue invoices with a one-click jump to the debtors who owe you, a six-month revenue trend and the actual cash that landed each month. It runs live off the same invoices, bills and payments every other module writes — no export, no reconciliation lag, no waiting for the accountant to close the books.
- AR / AP outstanding and net position at a glance
- Overdue-invoice alert with direct debtor follow-up
- Revenue trend vs cash inflow, six months rolling
- Top debtors ranked by outstanding exposure
Feature 02
Every project document, one click away inside Finance.
The customer PO, the invoice, the dispatch proof, the bank/UTR payment proof, the tax and compliance backup — every piece of paper that justifies a billing or a receipt is stored on the project and viewable the moment Finance needs it. No chasing emails or shared drives. A per-project checklist tracks what is still missing, so nothing stalls a payment or an audit.
- Customer PO, invoice, dispatch & payment proof — all on the project
- Per-project document checklist (required vs optional)
- Filter by type, search, and payment status — instant retrieval
- The same files the rest of the ERP already holds — one source
Feature 03
Live FX rates — and CRM deal values that revalue themselves.
Exchange rates sync from a live market feed, so every foreign-currency figure across the platform is current. Set your home currency once and the rest follows: CRM opportunity values, pipeline totals and finance reports all re-express in it at today’s rate — no manual conversion, no stale spreadsheet rates. A built-in converter handles quick quotes, and a full historical-rate log keeps an audit trail of every move and its source.
- Live multi-currency rates, synced from a market API
- CRM deal & pipeline values shown in your home currency at the latest rate
- Built-in currency converter for on-the-spot quotes
- Historical rate log — every rate, date and source, audit-ready
Feature 04
A finance-only task board the rest of the company can’t see.
Finance gets its own task board, separate from the company-wide tasks. Crucially, it is gated by finance access — colleagues without it don’t just lose edit rights, they can’t see the board at all. The work finance actually does — leadership comp revisions, a GST or TDS dispute, audit clean-up, a bank-limit projection, even an internal cash-shortfall probe — stays confidential by design, not by everyone’s good behaviour. Full list, board, calendar and timeline views, with assignees, priorities and due dates.
- Dedicated finance task board, separate from company-wide tasks
- Visible only to users with finance access — invisible to everyone else
- Sensitive work (comp, tax disputes, audits, banking) stays private
- List / board / calendar / timeline with assignees, priorities, dates
Feature 05
Every finance report your CA and your board ask for — built in.
A full reporting suite, not a single dashboard. Receivables and payables aging (current → 120+ days, sliced by customer and by project), debtor and customer / vendor ledgers, GST and TDS summaries ready for filing, plus cash-flow, burn-rate, project-profitability and revenue-pipeline reports. Every figure drills back to the underlying invoice, bill or payment — and re-expresses in your home currency at live rates.
- AR / AP aging — current to 120+ days, by customer & project
- Debtors, customer & vendor ledgers with drill-down
- GST & TDS summaries, filing-ready
- Cash flow, burn rate, project profitability & revenue pipeline
The projects-based manufacturing angle
Project-tagged invoices and bills make P&L by project a report, not a reconciliation.
Every invoice, bill and payment carries its project tag. "What did we make on project X?" becomes the project-profitability report, not a month of reconciliation work.
Everything in the module
The full Finance feature list.
Grouped by functional area. Every feature below is included in every plan — no paywalled tiers, no “enterprise edition” unlocks.
| Area | Features |
|---|---|
| Core, periods & templates |
|
| AR / Sales |
|
| AP / Purchase |
|
| GST & taxes |
|
| Multi-currency |
|
| Reports & analytics |
|
Try Finance alongside every other module.
One signup. Full feature access during your trial.