Finance
Income and costs connected to your deals
Every payment is attached to a deal, so profit per customer and per company is calculated for you. No more reconciling sales and money in a separate spreadsheet.
14 days free. No credit card required.
Sound familiar?
Revenue is visible, profit is not
What a specific deal earned after advertising, commissions and contractors is a question without a quick answer.
Money lives in a spreadsheet
Sales in the CRM, money in Excel. Reconciling happens by hand and a month late.
No idea which ads pay off
Requests are counted, costs are counted, and nobody ever puts the two together.
What's inside
Payments inside the deal
Income and costs are entered straight into the deal, so its profit is visible immediately.
Your own cost categories
Rent, advertising, commissions, contractors — the report is built in the categories you actually use.
Several accounts and tills
Cash, bank account, card payments — the movement is visible per source.
Expected payments
Planned income from deals shows what money you can realistically count on this month.
Profit report
Income, costs and margin by period, direction or manager in a single report.
Linked to marketing
Source tags from the CRM let you compare what a channel cost with what it brought in.
Works together with the other modules
The data stays connected: a chat becomes a deal, and a deal becomes tasks and money.
Messenger
Customer conversations from every channel and internal team chat in a single window. The whole thread stays with the deal instead of on someone's personal phone.
CRM
Leads, customers and deals in a clear pipeline. Requests from every source land in the system automatically, so nothing goes unanswered.
Workflows
A visual automation builder — from simple reminders to AI agents that handle customer chats on their own.
Frequently asked questions
Does this replace accounting?
No. This is management accounting: it answers how much the company and each deal earned, not what to file with the tax authority.
Can I restrict access to financial data?
Yes, the module is closed by permissions — usually the owner and the accountant see it, not the whole sales team.
Are multiple currencies supported?
Accounting runs in your company's currency. If you need multi-currency, tell us about the scenario and we will discuss it.
Get your CRM running in minutes
Create an account and see how it works with your own data. We will help you import customers and set up your processes.