Finance guides
Triostack Finance centralizes invoicing, expenses, and reporting. Because it connects directly to CRM, Payroll, and Projects, your numbers reflect what's actually happening in the business — not a delayed export from another system.
The Free plan covers basic invoicing and expense tracking for up to 3 users. Starter adds automated invoicing from CRM deals and payroll cost sync (up to 25 users); Business adds financial reporting, multi-entity support, and unlimited users; Enterprise adds advanced audit and compliance controls.
Before you start
- Your company's legal and bank details for invoices.
- Your expense categories and who approves expenses for each team.
- Triostack CRM, Payroll, or Projects set up, if you want their data to flow in.
- For more than one company or region: the list of legal entities you operate.
1. Set up invoicing
Create and send invoices linked to the deal or project they came from. Linking means every invoice can be traced back to what was sold or delivered, and nothing gets billed twice or missed. One-off invoices can still be created manually.
2. Invoice from closed deals automatically
On Starter and above, a closed-won deal in Triostack CRM becomes an invoice with the client, line items, and value already filled in — no re-keying between the sale closing and the client being billed. Invoices can also be generated from delivered project work.
3. Configure expense approvals
Set up expense submission and approval: employees submit expenses, the approver (their manager, following the org chart, or a fixed approver per team) approves them, and finance books and reimburses them. Every step is recorded in one audit trail, and you can see what's pending, approved, and reimbursed at a glance.
4. Sync payroll costs
On Starter and above, payroll costs from Triostack Payroll are pulled in automatically after each approved pay run, with a reconciled cost history — so salary cost is in your reports without a manual journal.
5. Read your financial reports
On Business and above, financial reporting shows revenue, cost, and margin — including P&L, cash flow, and budgets — broken down by product line and other dimensions. Because payroll and project costs flow in as they change, reports are always current. AI highlights notable changes in revenue, cost, or margin.
6. Track project profitability
With Triostack Projects, track project costs and billing against actuals, combining delivery and payroll cost data to see each project's margin.
7. Manage multiple entities
On Business and above, manage finances across multiple business entities or regions, with a consolidated view across all of them alongside each entity's own figures.
Best practices
- Set an expense policy (limits, receipts required, categories) before switching on submissions, so approvers apply the same rules.
- Reconcile payments weekly instead of at month-end to keep the close short.
- Review margin by project and product line monthly — it shows where the business actually makes money.
Plans & availability
What each Triostack Finance plan includes. Some steps in this guide need a specific plan — check here before you start.
Free
Get started with invoicing and expenses for a small team.
- Up to 3 users
- Basic invoicing
- Expense tracking
- Community support
Starter
For teams automating invoicing from closed deals.
Everything in Free, plus:
- Up to 25 users
- Automated invoicing from deals
- Payroll cost sync
- Standard support
Business
Most popularFor finance teams that need reporting across entities.
Everything in Starter, plus:
- Unlimited users
- Financial reporting
- Multi-entity support
- Priority support
Enterprise
For organizations that need audit-ready financial controls.
Everything in Business, plus:
- Unlimited users & entities
- Advanced audit & compliance controls
- Custom onboarding & implementation
- Dedicated support
Connected apps
How Triostack Finance works with the rest of TriostackOne.
Frequently asked questions
Do I have to create invoices manually?
No. From the Starter plan, invoices can be generated directly from closed CRM deals, and also from delivered project work. You can still create one-off invoices manually.
How is Finance different from invoicing in CRM?
CRM includes the sales-side documents — quotations, invoices, payments received, and agreements — plus payment gateways for collecting payment. Finance is where the finance team manages invoicing alongside expenses, payroll cost, project cost, and financial reporting for the whole business.
Can I manage more than one company?
Yes. Multi-entity support is included from the Business plan, with a consolidated view across entities. Enterprise adds unlimited entities and advanced audit and compliance controls.