ModulesFinance
Finance
Invoicing, expenses, quotations, and e-invoicing.
The Finance module handles your business's financial operations — from creating invoices to tracking expenses and generating quotations.
Sub-Modules
- Invoicing — Create, send, and track invoices with recurring billing
- Expenses — Track expenses with categories and approval workflows
- Quotations — Generate quotes and convert to invoices
- PEPPOL — EU-compliant electronic invoicing
Banking Integration
Connect your bank accounts for automatic transaction sync:
| Provider | Coverage |
|---|---|
| Plaid | US, CA, GB, FR, ES, NL, IE |
| Salt Edge | EU, UK, Global |
| Tink | 18 EU countries, 6,300+ banks |
| Ponto | Belgium / Benelux |
Go to Finance → Settings → Banking to connect your accounts.
Settings
Configure at /finance/settings:
- Company details (name, address, tax ID)
- Invoice numbering and defaults
- Product catalog
- PEPPOL provider setup
- Banking connections