Financial Management for Creatio

Financial Management for Creatio expands the platform by adding features designed to streamline financial processes and support business expansion. App includes tools for advanced analytics to improve workflow efficiency and provide users with detailed, actionable information.

Use Cases:

This extension is intended for financial professionals and business managers. It facilitates a range of financial transactions such as management accounting automation, budget planning and cash flow management, serving sectors such as finance, retail, manufacturing and services with customized functionality.

Key Features:

1. Budgeting

Budget Planning: Create, manage, and analyze budgets with expense categorization.
Real-Time Tracking: Monitor budget performance in real-time with up-to-date financial data.
Forecasting: Use historical data to forecast future budget needs and trends.
Approval Workflows: Customizable approval processes for budget proposals and adjustments.

2. Operations

Transaction Management: Auto and manual adding records by orders/invoices, categorize, and manage all financial transactions.
Expense Tracking: Track and manage all operational expenses with detailed categorization.
Revenue Management: Monitor and manage revenue streams, ensuring accurate and timely recognition.
Approval Workflows: Customizable approval processes for expense operation.

3. Bank Account Balances

Real-Time Balance Updates: View real-time balances of all linked bank accounts.
Transaction History: Access detailed transaction history for each bank account.

4. Customer Balances

Account Management: Manage detailed records of customer balances.
Payment Tracking: Track customer payments, outstanding invoices, and due dates.
Statements and Invoices: Generate and send customer statements and invoices.

5. Advanced Analytics Dashboard: Tools to monitor profit and loss, cash flow forecasts, receivables and payables, and customer balances through customizable dashboards.