FinNex Finance backend for operational systems
FinNex is a cloud-based finance platform for small and mid-size businesses — covering the full cycle from chart of accounts through AR, AP, banking, and executive reporting.
- Cost center accounting
- Project-wise accounting
- Complex tax configurations
- Accounts payable (AP)
- Accounts receivable (AR)
- AP/AR aging
- Bank reconciliation
- Trial balance
- Profit & loss
- Balance sheet
- Cash flow
- General ledger
- Multi-level financial reporting
- Integration through APIs
Operational systems are built to run your business — not explain it.
Sales, inventory, logistics, project management — each core function needs a dedicated operational system to scale. That's essential for growth.
The problem? None of these platforms were designed to act as accounting engines. As you scale, leadership needs real financial reporting — and your operational tools start to strain under a job they were never meant to do.
Keep running your operations. FinNex handles the financial impact.
FinNex plugs seamlessly into your existing software via APIs, giving you a structured finance and accounting backend. Your operational tools keep doing what they do best, while FinNex turns that day-to-day activity into clear, actionable financial intelligence.
Operational systems lack accounting depth
Sales and inventory platforms track activity, not ledgers. FinNex adds a full double-entry accounting layer behind the system you already run.
No real-time cash visibility
Bank balances are checked manually across accounts. FinNex calculates live balances straight from GL transactions.
Manual AR/AP reconciliation
Tracking who owes what, and what's overdue, is a spreadsheet exercise. FinNex ages every invoice automatically.
Rebuilding the wheel to get financials
Bolting accounting logic onto an operational system means duplicating work already solved. FinNex connects via API instead — no rebuild required.
One connected pipeline, from order to ledger to report.
Six stages, each feeding the next automatically — so the numbers in your reports are the numbers from your operations.
Chart of accounts setup
Configure a full double-entry COA across assets, liabilities, equity, revenue, COGS, and expenses.
Sales & purchase orders
Create orders with real-time stock lookup, pricing, and GST — ready to convert to invoices.
AR / AP invoicing
Orders convert to invoices automatically, with due dates, exchange rates, and GST tracked per line.
GL auto-posting
Every invoice, receipt, payment, and credit note posts straight to the general ledger — no manual entry.
Live dashboards
Revenue, cash, AR, and AP update in real time as transactions post.
Financial reporting
Trial balance, P&L, balance sheet, and cash flow — drillable, and exportable to Excel.
Built for how finance teams actually run the business.
Dashboards, receivables and reporting — the views finance teams open every day.
Every KPI that matters, on one screen.
Six KPI cards with YoY trends, live bank balances across every configured account, and drillable charts for revenue, cash flow, AR/AP aging, and top customers — all updating as transactions post.
- Live bank balances across all accounts
- 12-month revenue trend & cash flow bridge
- Quick links straight into P&L, cash flow & AR aging
| Bank account | Currency | Balance |
|---|---|---|
| Operating — HNB | LKR | 4.2M |
| USD Reserve | USD | 38,410 |
Know exactly who owes you, and what you owe.
Every invoice is aged automatically into Current, 1–30, 31–60, 61–90, and 90+ day buckets. Outstanding balances update in real time as receipts, payments, and credit notes are allocated — partial or full.
- Automatic AR & AP aging by bucket
- Credit utilisation tracked per customer
- Overdue status badges on every vendor invoice
Board-ready reports, whenever you need them.
Trial balance, balance sheet, P&L, cash flow statement, GL inquiry, and AR/AP aging — every report drills down to the transaction level and exports to Excel in one click.
- Drill-down from summary to transaction
- One-click Excel (.xlsx) export on every report
- Configurable reporting period, any date range
The full finance cycle, in one connected system.
Ledger, banking, orders, inventory and API — the building blocks behind every report.
Double-entry GL engine
Full general ledger with auto-posting from AR, AP, sales orders, and bank transactions, plus manual journal entry support.
Multi-currency banking
Unlimited bank accounts in any configured currency, each linked to a GL account with live, transaction-derived balances.
Sales & purchase orders
Full order-to-invoice flow with real-time stock lookup, price lists, GST, and one-click conversion to AR/AP invoices.
Inventory & pricing
Stock master, categories, and units of measure with customer-specific price lists and a real-time stock search API.
RESTful API
API-key-secured endpoints for customers, invoices, payments, and orders, with a built-in API tester for in-browser testing.
Role-based access & audit log
Admin and Employee roles with a tamper-evident audit trail logging every create, update, and delete action.
Built for every part of the finance team.
From the bookkeeper posting entries to the owner reading the dashboard.
Finance managers
Real-time visibility into revenue, cash, and profitability without waiting on month-end close.
Accountants & bookkeepers
A full double-entry GL with auto-posting that eliminates manual journal entry for routine transactions.
Sales & AR teams
Convert orders to invoices in one click and track outstanding balances and credit limits per customer.
Business owners
One dashboard for revenue, cash flow, and top customers — no spreadsheets, no waiting on reports.
Start running your finances
in real time.
Join growing businesses who've replaced their spreadsheet stack with FinNex.