Finance

Overview

Controllers and accountants need a proper general ledger — chart of accounts, journal entries, AR and AP, payment application, and bank reconciliation — without buying an ERP that forces CRM and inventory on day one. Finance is rebuilt as an independently entitleable NestJS + Next.js product with its own API, portal, billing SKU, and schema prefix fin_. It covers currencies through bank accounts with service links to CRM, POS, and procurement for document-driven posting workflows — each module keeping its own data boundary.

Ideal for

Controllers managing GL and period close, accountants handling AR/AP and payment application, finance managers running multi-currency and bank accounts, and suite operators entitling Finance when back-office is ready — not on day one of CRM.

Problems it solves

• ▸Chart of accounts, journals, and trial balance live in Excel — month-end close is a fire drill
• ▸Sales orders in CRM and purchase invoices in procurement do not flow to the ledger
• ▸Exchange rates and currency codes are manual lookups instead of system-managed
• ▸Applying customer payments to open invoices requires cross-referencing three screens
• ▸Finance was bundled into a CRM you did not want — you need GL and AR/AP, not a full suite rewrite

Features

• ▸Currencies and chart of accounts — codes, exchange rates, hierarchical COA
• ▸Journal entries — draft and post with line-level debits and credits and audit trail
• ▸Accounts receivable — AR invoices with payment terms; link intent from CRM sales orders
• ▸Accounts payable — AP bills from vendors; link intent from procurement purchase invoices
• ▸Payments and banks — record payments, apply to open invoices/bills, bank account management
• ▸Service links and webhooks — Platform link-activated events for cross-product posting

Modules

Benefits

• ▸Structured COA through GL — not spreadsheets and fire-drill month-end closes
• ▸AR and AP in one finance product with payment application workflows
• ▸Multi-currency support with system-managed exchange rates
• ▸Linked posting intent from CRM sales orders and procurement invoices when siblings are entitled
• ▸Standalone runnable — manual journals, AR, AP, and banks without CRM on day one
• ▸Zero shared ledger database with CRM, POS, or procurement — webhooks and service links only

Use cases

• ▸Month-end journal post: accountant drafts entries, reviews debits and credits, posts to GL — trial balance reflects period close
• ▸CRM sales order invoices: shipped sales order triggers AR invoice creation when CRM and Finance are linked; payment terms carry over
• ▸Vendor bill from procurement: goods receipt in Procurement creates AP bill in Finance for payment scheduling
• ▸Customer payment received: treasury records payment, applies to open AR invoices, updates customer balance
• ▸Multi-currency invoice: export sale in EUR with exchange rate from Finance currency table; GL posts in functional currency

Implementation

Technologies

FAQ