Financial Management Platform

Your Whole Finance
Function, In
One Dashboard.

FinNex is a cloud-based, multi-tenant finance platform for small and mid-size businesses — covering the full cycle from chart of accounts through AR, AP, banking, and executive reporting.

Full Double-Entry GL Real-Time Bank Balances Multi-Currency Ready
Get Started Free Book a Demo
FinNex executive dashboard showing revenue, net profit, cash, accounts receivable, accounts payable, and AR aging charts
The Problem

Growing businesses outgrow spreadsheets fast.

Invoices live in one spreadsheet, bank balances in another, and nobody can say with confidence what cash actually looks like today. Reconciling AR and AP by hand eats hours every week, and by the time a report is built, the numbers have already moved. FinNex replaces the spreadsheet stack with one connected system — from order to ledger to report.

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.

Disconnected sales & finance data

Orders and invoices live in separate tools. FinNex posts sales and purchase orders straight to the GL.

Slow, static reporting

Month-end reports are stale by the time they're built. FinNex's dashboards and reports update in real time.

How FinNex Works

One connected pipeline,
from order to ledger to report.

1

Chart of Accounts Setup

Configure a full double-entry COA across Assets, Liabilities, Equity, Revenue, COGS, and Expenses.

2

Sales & Purchase Orders

Create orders with real-time stock lookup, pricing, and GST — ready to convert to invoices.

3

AR / AP Invoicing

Orders convert to invoices automatically, with due dates, exchange rates, and GST tracked per line.

4

GL Auto-Posting

Every invoice, receipt, payment, and credit note posts straight to the general ledger — no manual entry.

5

Live Dashboards

Revenue, cash, AR, and AP update in real time as transactions post.

6

Financial Reporting

Trial balance, P&L, balance sheet, and cash flow — drillable, and exportable to Excel.

Feature Walkthrough

Built for how finance teams actually run the business.

Executive Dashboard · YTD
Revenue
$482K
Net Profit
$96K
Cash
$211K
Bank AccountCurrencyBalance
Operating — HNBLKR4.2M
USD ReserveUSD38,410

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

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
Outstanding AR · Top Customers
Ceylon Retail Group
Due in 12 days · 62% of limit
Current
Orion Traders Ltd
Overdue 34 days · 88% of limit
31–60
Meridian Foods PLC
Overdue 96 days · 104% of limit
90+
Reports · Profit & Loss
Line ItemAmount
Revenue$482,110
COGS$211,940
Net Profit$96,220

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
Platform Capabilities

The full finance cycle,
in one connected system.

📒

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.

Who It's For

Built for every part
of the finance team

💼

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.

Get Started with FinNex

Start running your finances
in real time.

Join growing businesses who've replaced their spreadsheet stack with FinNex.