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Finance Management
Stay organized and increase productivity.
No credit card required
Finance Management
Overview
Dashboard
Kanban
Reporting
Calendar 
Notifications Overview
Business finance management application helps track financial data, such as income, expenses, and cash flow. It allows you to easily create and manage budgets, track spending, and generate financial reports.
The primary goal is to help you improve your financial data’s efficiency, accuracy, and visibility. Additionally, it can help comply with accounting and tax laws and regulations and to make more informed decisions about their financial strategies.
Dashboard
- Quickly view key financial metrics, such as total income, expenses, and cash flow.
- Easily identify which areas of the business have the highest expenses, allowing for better management of resources.
- Monitor the financial performance in real time.
- Track expenses by category, helping to identify areas for cost savings.
Kanban
- Visualize and manage financial tasks and activities in a Kanban board, allowing easy and efficient tracking.
- Quickly identify which financial transactions are pending, approved, or rejected, and take appropriate action.
- Track the progress of financial tasks such as budget submissions, report approvals, and financial forecasts.
- Establish custom workflows, such as budget submission, report approval, and forecasting.
Reporting
- Track financial data in real-time, allowing for efficient management.
- Monitor and forecast financial performance, helping to optimize financial strategies.
- Analyze financial performance by departments, employees, and time period.
- Track financial performance and ensure compliance with accounting and tax laws and regulations.
Calendar 
- Quickly see when the finance team is busiest, allowing for better management of resources and scheduling.
- View the entire financial schedule for a specific period, such as a week or a month.
- Easily adjust the financial schedule, such as rescheduling a budget submission or report approval.
- Keep track of financial deadlines, such as tax returns and compliance reports.
Notifications
- Receive notifications when an expense report is submitted, allowing for timely review and approval.
- Get alerts when an expense report is approved, allowing for an efficient reimbursement process.
- Notify when expense report has been rejected, allowing for prompt correction and resubmission.
- Get reminders for upcoming expense report submission deadlines, ensuring accuracy and compliance.
Benefits and use cases of finance management application:
Financial tracking:
Track income, expenses, and cash flow.
Budgeting and forecasting:
Create and manage budgets to forecast financial performance.
Customizable financial categories:
Set your own financial categories and rules.
Compliance and regulatory management:
Ensure compliance with the laws and regulations related to financial data.
Multi-currency support:
Track and manage financial data in multiple currencies.