Financial visibility across every module, in one view
Finance
Revenue, commissions, and payments generated across every vertical module roll up into one financial view instead of being trapped in each module. Accounts, invoices, receipts, and an approval workflow are already live — a full double-entry general ledger and payroll are what's still on the roadmap as NeoCRM grows into a complete operating system.
Built for: Finance teams and business owners who need one number to trust
Month-end close means exporting numbers from three different systems into one spreadsheet and hoping the totals reconcile.
Revenue and commissions generated across every module roll up automatically, so month-end starts from a number finance can already trust.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Invoice status
Approvals run a separate chain: pending → approved or rejected, with rejected requests resubmittable into a new pending request.
Everything inside the Finance module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Ledger & payments
- Multi-account ledger (cash, bank, wallet, receivable, payable) with opening and current balances tracked per account
- Ledger entries categorized as payment received, payment sent, income, expense, refund, adjustment, or transfer, with payment method captured
- Inter-account transfers recorded as linked debit/credit entry pairs, not two disconnected rows
- Every entry can link back to the deal, case, or record that generated it — commission payouts, deal closes, and client retainers all land here
Invoicing & approvals
- Invoices with real status tracking — draft, sent, partial, paid, overdue, cancelled — and paid/balance amounts synced to the ledger
- Receipt generation on entries, with a receipt number and timestamp
- An approval workflow on payments and invoices — pending/approved/rejected, with an approver, a note, and a resubmission chain if rejected
- Recurring billing workspace — weekly, monthly, quarterly, or yearly client charges with line items, tax, and discount
Oversight
- An executive cockpit: pending approvals, overdue invoices, low-balance accounts, and module-by-module rollups with trend deltas
- Alerting on critical, warning, and info conditions across the ledger
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See it running with your own data
Tell us your work email and we'll walk you through the modules that fit your business — no generic demo, no pressure to buy.
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