Budget planning with revisions and transfers
ERP & business
FinancePlan budgets, approve spend, forecast cash
Take control of company spending with budgets, multi-step approvals and cash flow forecasting in one place. Every expense request, payment and capital investment runs through clear approval rules with AI risk scoring so nothing slips through.
Fait partie d'une plateforme modulaireRun the back office — finance, people and workUne base de données · un identifiant · aucune ressaisie
Why it matters
The back office slows down when every department keeps its own numbers.
Sales, stock, finance and people share one database here, so an order, a payslip and a purchase order all reach the same books without exports or overnight syncs.
Ce que vous obtenez
Finance capacités pour votre flux de travail.
Multi-level approval workflows with delegation
Cash flow forecasting and scenario planning
Scheduled payments and bulk batches
AI risk scoring on every request
Capital expenditure tracking and approvals
Comment ça fonctionne
Finance, étape par étape.
Plan the budget
Build budgets with revisions and transfers between lines.
Approve the spend
Spending requests follow multi-level approvals, with delegation when someone is away.
Score the risk
AI rates the risk of each request and records why it was flagged.
Forecast cash
Scheduled payments and scenarios feed a cash-flow forecast, including capital spending.
Dans l'administration
Voir Finance dans l'administration de Store Console.
Commencer par ce dont vous avez besoin
Exécuter Finance sur votre propre serveur.
Commencer avec ce module, ajouter ceux autour quand vous en avez besoin, et garder chaque enregistrement sur votre propre serveur.
Watch the tour
See Finance at work.
Budgets with live actuals, requests and approval chains, AI-ranked payment batches, cash flow scenarios, CapEx and AI document reading.