Features

Introducing the groundbreaking features of FinOpps – a powerful and versatile solution designed to elevate your workflow to new heights. With an intuitive interface and robust functionality, our platform redefines how you operate, offering a seamless and efficient experience. From comprehensive invoicing to real-time collaboration, FinOpps features are crafted to meet the unique needs of your industry. Experience the future of productivity as we bring innovation and simplicity together in one dynamic package, tailored to empower your success. Welcome to a new era of streamlined operations and unparalleled efficiency with our cutting-edge financial operations features.

Invoicing & Payments

  • State of the Art, Personalizable Invoicing
  • Invoice organized in Calendar
  • Checks Customer's Pending Payments during Invoice Creation
  • Share invoice with customers who can access with one click
  • Protect the Invoice for controlled access to the invoice
  • Quick Duplicate Invoice for the same customer
  • Duplicate Invoice for another customer
  • Customer can sign the invoice estimate
  • Generate PDF Invoice
  • Print Invoice in Receipt Format
  • Generate PDF Invoice with QR Code, Signature and Watermark
  • Generate PDF Invoice Work Order without Price
  • Share Invoice with customers via Email, SMS, WhatsApp
  • Add payment (Venmo, Zelle) QR Codes to Invoice
  • Add Invoices to Google Calendar
  • Invoice fields personalized for your business
  • Automatic Borchure like Invoice Proposal based on the Invoice
  • Automatic Email/SMS reminders for payments and estimates
  • Log all invocie activities
  • Invoice Profitabilty recommendations
  • Option on Discount Strategy - Pretax and Posttax
  • Option on Tax Strategy - Inclusive and Exclusive
  • Invoice attachments for documents, images, etc.
  • Automatic Inventory updates based on Invoice changes
  • Protect the Invocie details from other users in the system
  • Add Tax Exempt Certificate to Invoice
  • List Invoices in Customer Profile
  • Bulk Invoice Payments for multiple invoices
  • Intelligent and Actionable Dashboard to track Invoice Metrics
  • Tag Sales Person in Invoice for Support and Payments
  • QR Code based Delivery
  • Batch Invoice Print based on Event Date or other criterias
  • Customer Management and import from phone contacts
  • Customer Profiling

    • Purchasing & Inventory

  • Vendor Management
  • Purchase Order (PO) To Bill Conversion
  • PO Lifecycle Management
  • Shipment Reminders
  • Vendor View of PO
  • Bill Payments
  • Partial Bill Processing
  • PDF PO and Bill Generation
  • Duplicate PO and Bill
  • PO and Bill Attachments
  • PO and Bill History
  • PO and Bill Status Tracking
  • PO and Bill Activity Log
  • Automatic Inventory Updates based on PO and Bill
  • Inventory Management
  • Inventory Tracking
  • Inventory Valuation
  • Inventory Reorder Alerts
  • Inventory Reporting
  • Inventory Costing
  • Inventory Adjustments
  • Inventory Transfers
  • Inventory Audit Trail
  • Inventory Import/Export
  • Inventory Stocktaking
  • Inventory Stock Valuation
  • Inventory Stock Movement
  • Inventory Stock Aging
  • Inventory Stock Reconciliation
  • Inventory Stock Count
  • Inventory Stock Report
  • Inventory Stock Analysis
  • Inventory Stock Forecasting
  • Inventory Stock Optimization

    • HR, Time & Payroll

  • Employee Management
  • Job Titles and Descriptions
  • Organization Management
  • Payroll Description
  • Employee Tax Management
  • Employee Benefits Management
  • Time Tracking
  • Easy Time and Payment Entry
  • Weekly Time Tracking
  • Payroll Elements of Amount, Hours etc.
  • Manual Payroll Element Entries
  • Payroll Processing
  • Weekly, Biweekly, Monthly Payroll
  • Payslip Generation
  • PDF Payslip Generation
  • Easy Payslip view from Payroll History
  • Send Payslip via Email, SMS, WhatsApp
  • Payroll Payments
  • Payroll Reports
  • Payroll History
  • Payroll Activity Log
  • Payroll Status Tracking
  • Employee Onboarding
  • Employee Offboarding