Financial operations
Follow business activity from document to report.
Manage sales and purchase documents, products, payments, journals and core financial reporting within one connected module.
WorkspaceFinance overview
+ NewSalesPurchasesAccounting
Open invoices12
Bills to review7
Cash position€ —
Name / ReferenceDetailsStatus
INV-2026-0818Customer invoiceOpen
BILL-2026-214Supplier billReview
JE-2026-1102Journal entryPosted
What changes
Clear document workflows
Accounting reports from operational activity
Sales
Move from quotes and sale orders to invoices, delivery notes and payments.
WorkspaceFinance overview
+ NewSalesPurchasesAccounting
Open invoices12
Bills to review7
Cash position€ —
Name / ReferenceDetailsStatus
INV-2026-0818Customer invoiceOpen
BILL-2026-214Supplier billReview
JE-2026-1102Journal entryPosted
Quotes and orders · Invoices and recurring invoices · Payments and credit notes
Purchases
Track purchase orders, goods receipts, bills and payments.
WorkspaceFinance overview
+ NewSalesPurchasesAccounting
Open invoices12
Bills to review7
Cash position€ —
Name / ReferenceDetailsStatus
INV-2026-0818Customer invoiceOpen
BILL-2026-214Supplier billReview
JE-2026-1102Journal entryPosted
Purchase orders · Goods receipts · Bills and payments
Accounting
Work with accounts, journals, income and expense records.
WorkspaceFinance overview
+ NewSalesPurchasesAccounting
Open invoices12
Bills to review7
Cash position€ —
Name / ReferenceDetailsStatus
INV-2026-0818Customer invoiceOpen
BILL-2026-214Supplier billReview
JE-2026-1102Journal entryPosted
Chart of accounts · Journal entries · Income and expenses
Financial reports
Review the ledger, balance sheet, profit and loss, cash flow and executive summary.
WorkspaceFinance overview
+ NewSalesPurchasesAccounting
Open invoices12
Bills to review7
Cash position€ —
Name / ReferenceDetailsStatus
INV-2026-0818Customer invoiceOpen
BILL-2026-214Supplier billReview
JE-2026-1102Journal entryPosted
General ledger · Balance sheet and P&L · Cash flow and summary
Contacts & catalog
Reuse customer, product and service records across sales and related operational documents.
WorkspaceContacts & catalog
+ NewCustomersProductsServices
Customers128
Products284
Services16
Name / ReferenceDetailsStatus
Customer accountBilling contactActive
Product itemSales catalogActive
ConsultationService catalogBookable
Customer records · Products and services · Shared document context
Inside Finance
Move from daily work to clear records.
Sales
Move from quotes and sale orders to invoices, delivery notes and payments.
- Quotes and orders
- Invoices and recurring invoices
- Payments and credit notes
Purchases
Track purchase orders, goods receipts, bills and payments.
- Purchase orders
- Goods receipts
- Bills and payments
Accounting
Work with accounts, journals, income and expense records.
- Chart of accounts
- Journal entries
- Income and expenses
Financial reports
Review the ledger, balance sheet, profit and loss, cash flow and executive summary.
- General ledger
- Balance sheet and P&L
- Cash flow and summary
Contacts & catalog
Reuse customer, product and service records across sales and related operational documents.
- Customer records
- Products and services
- Shared document context
Reports & visibility
Review the work without losing its context.
Reporting available in the current Finance workflows includes:
- General ledger
- Balance sheet
- Profit and loss
- Cash flow statement
- Executive summary
Questions
About Finance
Does Finance use the same BMS company workspace?
Yes. Finance works within the same tenant/company environment and uses the access controls relevant to its workflows.
How is Finance priced?
See the pricing configurator for current Finance rates, fetched from BMS registration.
Which modules connect with Finance?
Relevant BMS connections include Projects, Payroll, Inventory. The connections shown here are limited to workflows verified in the current product.
Your BMS
Bring Finance into your BMS workspace.
Configure employees, licensed users and modules with transparent monthly pricing.