Dashboard and activity
Operational pulse
See what changed, what needs attention, and where approvals stall.
Module map
Each area is designed to stand alone yet connect cleanly—activate what you need, keep a coherent model.
Companies and branches
Entity model
Represent legal entities and facilities the way finance actually manages them.
Counterparties
Trusted master data
Customers and suppliers with matching workflows to prevent silent duplicates.
Collections
Receivables lifecycle
From invoice to cash with clear ownership and status transitions.
Payments and approvals
Controlled disbursements
Payables with queues that respect maker-checker habits.
Cash and bank
Liquidity truth
Accounts, transfers, and positions that treasury can stand behind.
Invoices and integrations
Document flows
Operational invoice routes with connector-aware behavior where enabled.
Planning and budgets
Structured foresight
Scenarios and recurring patterns without one-off spreadsheet sprawl.
Tasks and operations
Work that closes loops
Queues, assignments, and operational reporting for finance-adjacent teams.
Governance and audit
Evidence and policy
Surfaces that help administrators and auditors see who did what, when.