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.
Finance is coming soon. It is in active development and not yet part of a live plan — the capabilities below are what it will ship with. Ask us for early access and we will bring you in as soon as it is ready.
What makes it unique
The features that set Finance apart from a generic ERP.
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 project-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.