Finance
Everything in Finance, in one list.
7 capabilities across 3 groups. Each one has its own page, and each page names the screen it is describing.
Billing
Invoices
A number minted only at finalising under a lock, addresses snapshotted so a renamed customer does not change last year's invoice, and corrections that are always new documents.
ReadE-invoicing
At finalising it checks the entity's tax regime and your rolling turnover against the threshold, records which reason applied with both figures, validates against the authority's own rules before calling out, and retries failures on its own.
ReadPayments
Partial payment as the normal case, a receipt that proposes its own split with the reasoning per line, database-enforced allocation limits, and an overnight pass that catches anything a webhook missed.
Read
Getting paid
Receivables & dunning
Aging by customer, an escalating sequence of notices sent once each, and a final notice that places a credit hold the database will not let you duplicate.
ReadCredits & refunds
A credit note approved above your threshold, a refund gated harder because cash leaves the business, and a write-off that always needs approval regardless of size.
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Recurring
Subscriptions
Recurring billing with proration that is deliberately asymmetric, a pause that gives the days back, a reactivation window that refuses politely, and recurring-revenue reporting that separates trials from revenue.
ReadAccounting exports
Exports to your accounting system with a real high-water mark per export, a preview that does not consume it, and ledger names you map rather than ours you have to accept.
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Underneath all of it
One person record resolved across candidate, contact, employee, referrer and vendor contact. Cross-module automations, approvals and escalations. Custom fields on real objects. A public API with webhooks. Role- and field-level permissions with an audit trail. Documents generated from the record and signed in place. And an importer that de-duplicates against what you already have and tells you what it could not place.
See all 13 module areas