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Finance

Finance Features

Everything Finance does, in depth — the day-to-day tools your team will actually use.

Everything Finance needs to run day to day

Invoicing

Create and send invoices linked directly to the deal or project they came from.

Invoice auto-generated from a closed-won CRM deal, with line items and a total due

Expense management

Track and approve business expenses in a consistent workflow.

Expense approval workflow with submitted expenses pending, approved, and reimbursed

Payroll cost sync

Pull payroll costs automatically for accurate financial reporting.

Payroll costs syncing from Triostack Payroll into Finance with a reconciled cost history

Financial reporting

Get up-to-date reports across revenue, cost, and margin.

Financial reporting dashboard with revenue vs cost trend and margin by product line

Multi-entity support

Manage finances across multiple business entities or regions.

Consolidated financial view across three business entities in different countries with a combined total

Ready to bring Finance into your business?

Start free today, or talk to our team about rolling out the full Business Suite.

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