Modules
Finance
Handle billing, spending, and budgets with India-first, GST-compliant tools and built-in approvals.
What the Finance module does
- Invoices — create GST-compliant invoices in INR (or other currencies).
- Expenses — record and approve spending with receipts.
- Budgets — set budgets and track actuals against them.
- Bank reconciliation — match transactions to your records.
- Multi-currency & FX — work across currencies with live rates.
Creating an invoice
Use + New Invoice, choose the customer (pulled straight from CRM), add line items, and BOS calculates GST automatically. Send it, track its status, and record payment when it arrives.
Expenses and approvals
Submit an expense with a receipt and it routes for approval based on your rules. For example, expenses above a threshold can require a manager's sign-off — this is enforced automatically using attribute-based rules.
Separation of duties
For financial safety, the person who creates a payment usually can't also approve it. This is enforced by separation of duties and helps prevent fraud.
India-first compliance
- GST-compliant invoice formatting and tax calculation.
- INR as the default currency.
- Designed to support standard Indian financial reporting needs.
AI features
- Ask Orin to draft an invoice or summarize spending for a period.
- Get fraud and anomaly flags on unusual transactions.
- Generate budget-vs-actual summaries on demand.
Audit
Every invoice, expense, and payment is recorded in the audit trail, giving you a complete, tamper-evident financial history.