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Finance Management Solutions

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Invoicing & Payments

Professional invoicing system with automated payment tracking and reconciliation for seamless cash flow management.

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Invoice Creation

Create professional invoices with customizable templates, automatic numbering, and tax calculations.

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Payment Tracking

Record and track payments with automatic invoice status updates and overdue reminders.

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Online Payments

Accept credit cards, bank transfers, and digital wallets with integrated payment gateways.

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Proposals & Estimates

Create professional proposals and estimates that convert to invoices with one click, streamlining your sales process.

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Proposal Creation

Design professional proposals with customizable templates, terms, and pricing options.

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Estimates

Generate accurate project estimates with itemized costs and approval workflows.

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Approval Tracking

Track proposal status with digital signatures and automatic follow-up reminders.

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Expense Tracking

Comprehensive expense management with receipt capture, categorization, and approval workflows.

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Expense Recording

Capture expenses with mobile receipt scanning and automatic data extraction.

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Expense Categories

Organize expenses with customizable categories and tax-deductible tracking.

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Approval Workflows

Multi-level approval processes with automated notifications and policy enforcement.

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Bank Reconciliation

Automated bank feeds and reconciliation tools to match transactions and maintain accurate financial records.

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Bank Account Management

Connect and manage multiple bank accounts with secure API integrations.

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Auto Reconciliation

Automatically match bank transactions with accounting entries for quick reconciliation.

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Transaction Rules

Create rules to automatically categorize recurring transactions for faster reconciliation.

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Credit Management

Manage customer credits, refunds, and adjustments with full audit trails and documentation.

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Credit Notes

Issue and track credit notes with automatic linking to original invoices.

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Customer Balances

Track customer account balances with credit limits and payment terms.

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Refund Processing

Process refunds efficiently with automatic reconciliation to original payments.

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Financial Reporting

Comprehensive financial reports and dashboards for real-time business insights and decision making.

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Profit & Loss

Generate detailed income statements with customizable date ranges and comparisons.

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Balance Sheet

View your company's financial position with assets, liabilities, and equity reporting.

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Cash Flow

Track cash inflows and outflows to maintain healthy business liquidity.

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