Finance

The challenge

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

The solution

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.

Approach

Deliverables

• ▸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

Outcomes

• ▸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

Impact

Finance gives accounting & financial operations teams a single operating system for the workflows that matter—visibility for leadership, structure for operators, and a foundation for the next phase of growth.

Tech stack