Flowtlas · Business extension

Keep financial workflows connected to the work

The Finance extension adds accounting, invoicing, payment and reporting capabilities for organizations that need financial records connected to their operational workspace.

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Capabilities

What Finance adds

Double-entry accounting

Record financial activity using balanced ledger entries and configured accounts.

Invoices and payments

Move billable work into invoicing and track configured payment workflows.

Financial reporting

Review financial activity through reports built from the workspace ledger.

Connected workflows

Where Finance fits

Prepare an invoice
Record and reconcile a payment
Review configured financial reports

Availability & scope

Discuss Finance

Accounting configuration, tax treatment, payment providers and statutory reporting requirements vary by organization and jurisdiction.

Discuss Finance