Finance Hub
Invoicing, expenses & cash reports in your CRM
Invoice customers over WhatsApp, record income and expenses, and see your cash flow — without exporting to a separate accounting app.
- Create invoices and send a hosted link over WhatsApp
- Log expenses with receipt attachments
- Auto-capture revenue your team already records
- Income, expense & category reports, per currency
Invoices your customers open on WhatsApp
Build an invoice from line items, then send the customer a link to a clean, hosted invoice page right in the chat they already use. You see when it's opened, mark it paid in a click, and the payment lands as income automatically — no PDFs to email, no separate portal to log into.
One ledger for money in and money out
Record expenses with a receipt photo, categorise income and spending, and let the Finance Hub pull revenue you already track elsewhere — car-rental payments, store orders, salon visits, commissions — into the same ledger. You choose which sources count and when, so nothing is double-counted.
- Manual income & expense entries with receipts
- Configurable auto-capture from your business records
- Cash-flow and category reports, exportable to CSV
Explore more
Works well with
Contacts & CRM
One clean record per customer
Tags, custom fields, notes and CSV import with automatic phone-number deduplication — so every customer is one record, not five.
Learn moreDeal pipelines
Kanban sales tracking that speaks your language
Track opportunities on visual Kanban pipelines with custom stages, values, assignees and your own currency.
Learn moreReady to answer every customer in one place?
Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.