Business dashboard
Follow income, collected payments, expenses and estimated profit. Monthly views, revenue-limit tracking and key customers help you understand the bigger picture.
Finance brings invoices, proformas, expenses, customers and business indicators together in a web and mobile application. Ideal for flat-rate sole traders in Serbia, freelancers and small businesses that want a clear view of payments and obligations, wherever they work.
Less searching. More time for your work.
When documents, expenses and customer details live in separate spreadsheets, even a simple question takes time to answer. Finance connects those records and makes the everyday financial picture easier to follow, from the business dashboard to an individual document.
Tools built around the daily work of a business owner.
Follow income, collected payments, expenses and estimated profit. Monthly views, revenue-limit tracking and key customers help you understand the bigger picture.
Create and edit documents with line items, customers and due dates. Search and filter records, follow statuses, record payments and download PDFs. Bulk ZIP downloads are available where enabled.
Keep expenses organized by category, due date and payment date. See outstanding obligations alongside the costs already paid, with less switching between files.
Keep business and contact information together. Find a customer quickly and review related invoices where the system supports them.
Recurring documents, expense templates, generation for a selected month and annual entry support repeated work. Tax assessments, obligations and environmental fees are included where supported by the system.
Notifications connect revenue limits, invoices and expenses to the relevant user and company. Keep track of active, read and archived notices.
When you handle both client work and administration, you need useful answers quickly. Finance helps you keep documents, payments, expenses and revenue limits in view without building your own collection of spreadsheets.
Also suited to freelancers, small businesses and people managing more than one company.
Finance supports everyday business records. It does not replace your accountant.
Use the browser to work comfortably with documents, customer records and your business overview on a larger screen.
Access business information when you are away from your computer. Check documents, expenses and notifications from your phone, within your assigned permissions.
A user can access one or more companies while each company’s data stays separate. Administrators assign accounts and permissions, so available actions follow the user’s role.
Administrator-issued accounts, TOTP two-factor authentication and recovery codes support controlled access. There is no public self-registration.
Choose the customer, add line items and set the due date.
Track status and record payments against the document.
Review income, expenses, limits and upcoming obligations.
Contact PSdev for a walkthrough of the web and mobile application and a conversation about the needs of your company.