Finance 24 guides.
Overview
What Finance covers, and the property that makes it more than invoicing.
Money in
Raising invoices, collecting them, and anything that repeats.
- Invoices and ARRaising one, what each state means, and the two things that make an invoice hard to argue with.
- Getting PaidCollecting through a gateway, recording what arrives by other means, and chasing what does not.
- SubscriptionsAnything that repeats, and the recurring revenue figure that comes out of it.
Money out
Spending, claims, and the queue every financial decision passes through.
- ExpensesCompany spending and personal claims, in one place, with a route to approval.
- The Approval QueueOne place for every financial decision waiting on somebody, and how to work it in five minutes.
- Payroll in FinanceThe approval view of a run prepared elsewhere, and the line between the two.
- BudgetsWhat you planned to spend, against what you actually did, by quarter.
The books
A real double-entry ledger, mostly posted for you.
- Chart of AccountsThe list every number eventually lands in, and the two settings that decide how the engine behaves.
- The General LedgerDouble-entry, mostly posted for you, and the three states a journal entry can be in.
- GL MappingsHow an expense category or a payroll component decides which account it posts to.
- Financial StatementsThe trial balance, the profit and loss, and the balance sheet, produced from the ledger rather than assembled.
- TaxRates per jurisdiction, treatment per line, and the accounts each one posts to.
Month end
Locking a period, and checking the ledgers agree first.
Setting up
Getting existing books in, in the order that avoids doing it twice.
Background reading
Older explainers, written for an evaluation rather than a task.
- What is Finance?Finance is a milestone-driven invoicing engine that automates B2B billing from signed contracts to collected cash.
- Multi-Tax & Regulatory Compliance EngineFinance automatically computes VAT, GST, or Sales Tax for every invoice based on seller registration, client location, and transaction type.
- Bi-Directional Ledger ReconciliationFinance serves as the single financial source of truth, auto-syncing confirmed payments to ERPs like Xero, QuickBooks, or SAP while generating tax-compliant receipts.
- Audit-Ready Financial DocumentationEvery Finance carries a unique ID cryptographically linked to its originating Documents contract hash, creating unbreakable forensic audit trails.
- Intelligent Currency Routing (Smart Pay)Finance routes payments to the optimal gateway by currency—USD to Stripe, INR to Razorpay, EUR/GBP to PayPal/Adyen—for minimal fees and maximum conversion.
- Milestone-Based Contract-to-Invoice Logic Invoices generate automatically when project milestones complete or receive client sign off, enforcing contract discipline from CRM to cash
- Pro-Rata & Change Request AdjustmentsFinance enables mid-cycle invoice modifications like pro-rata adjustments, discounts, and change requests while maintaining complete audit trails and contract references.
- Finance compared with legacy invoicing toolsFinance replaces FreshBooks, Zoho Invoice, and Stripe Billing by delivering milestone-driven, CRM-native billing with contract-linked audits and intelligent multi-currency routing.