Finance

Create branded invoices, track payment status, and automate reminders.

Analyze gross and net margins by product, customer, and sales channel.

Manage plans, recurring invoices, usage, trials, and customer billing.

Create operating budgets, track actuals, and monitor variances.

Identify recurring costs, savings opportunities, and supplier renegotiation targets.

Extract structured invoice data from PDFs and images and export it to accounting systems.

Track business expenses, receipts, categories, and reimbursement workflows.

Calculate VAT-inclusive and VAT-exclusive prices across configurable tax rates.

Monitor revenue, margin, runway, burn rate, and working capital KPIs.

Track exchange rates and convert business exposure across currencies.

Track recurring subscriptions, renewal dates, spend, and cancellation opportunities.

Track incoming and outgoing cash and forecast short-term liquidity.

Automate polite payment reminders based on invoice status and aging.

Generate scenario-based revenue, expense, and cash flow forecasts.