Finance

Send invoices and see who still owes you.

Issue an invoice, record an expense and check incoming payments. See what has been paid and what is overdue in one place. Prepare advance invoices, credit notes, recurring invoices and payment reminders.

Finance in your AI assistant

Example voice conversation: Finance

  1. Prepare an invoice for Alza.cz for office maintenance, CZK 45,000 excluding VAT, due in 14 days.

    The invoice draft is ready. I filled in the billing details from your CRM.

    Invoice · Alza.cz · CZK 45,000 excl. VAT · Due in 14 days · Draft ready

  2. Issue it and send it to the customer's billing email.

    The invoice has been issued. I queued the PDF for delivery to the customer's billing email.

    Invoice · Alza.cz · CZK 45,000 excl. VAT · Due in 14 days · PDF queued

  3. And enable automatic reminders for it.

    Done. If the invoice remains unpaid after its due date, a reminder will follow your configured rules.

    Invoice · Alza.cz · CZK 45,000 excl. VAT · Due in 14 days · Reminders enabled

Finance overview
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Finance
Finance overview
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Save time on everyday work.

01

Find the details you need faster

Find the details you need alongside your current work, without searching other tools.

02

See what needs attention

Review your records to check their current status and decide what to work on next.

03

Use the same details in other apps

Connected apps share information, so you do not have to enter the same details again.

What you can do with this app.

Manage invoices, expenses and payments and keep track of unpaid bills.

Sales, advance and recurring invoices
Credit notes, purchase invoices and expenses
Payment records and financial transactions
Numbering sequences for business documents
Payment reminders and unpaid documents
Finance
Products
Menus
Point of Sale

Finance: less retyping between apps.

Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.

Explore connected apps

Yes, it all works together!

Start for free and see how much manual data entry and information chasing you can eliminate.