App blueprints for Finance

A payables desk that collects vendor bills and tracks due dates.

Chases overdue invoices with escalating reminders to speed up collection.

Policy portfolio, renewals and collections for insurance agencies.

Store credit/installment ledger and collections for merchants.

Monitors customer credit limits and risk, warning before you ship an over-limit order.

Simple invoice and payment tracking for freelancers.

Tracks foreign-currency receivables and payables with FX movement so export gains and losses are visible.

Simple income-expense tracking for small businesses.

Gathers all of the business's subscription spend in one panel.

Logs post-dated cheques and notes from a photo and never lets a due date slip.

Keeps loan and leasing installments in one ledger so no payment is late.

Tracks the cash float and spending by reading receipts, ending cash-drawer mismatches.

Simple expense and approval tracking for small teams.

Cash flow tracking and forecasting for small businesses.

Profit sharing and partner account tracking for co-owned businesses.

Simple client portfolio and goal tracking for advisors.

Compares budget to actuals and catches overspend before the month is out.

A reconciliation tool that matches bank activity to ledger records.

Estimates the tax to set aside from income so tax day is never a surprise.