Apps · Finance
Finance
Books, billing and the numbers that run the business — double-entry accounting with bank reconciliation, tax compliance and live reporting.
Finance is the heart of Quelixa. Every transaction across the platform — a sale, a purchase, a payroll run — lands here as a journal entry, so your books are always current and always reconciled with the rest of the business.
Guides in this section#
The general ledger, bank reconciliation, taxes and period close.
Raise customer invoices, take payment and chase what's overdue.
How Finance fits together#
| App | What it does | | --- | --- | | Accounting | Double-entry general ledger, bank feeds, tax returns, financial statements. | | Invoicing | Customer invoices, payments, follow-ups and the customer portal. | | Spend | Vendor bills, expenses and payments out. | | Reporting | P&L, balance sheet, cash flow and the ratios that matter. Insight · Fusion |
Because Finance shares the platform database, there's no nightly sync and no "accounting copy" of your sales. A paid invoice is the same record the salesperson sees and the accountant closes.