Finance
The ProcessFlex.com finance module was designed to help you track income and expenses clearly and effortlessly. You can record transactions, categorize income and expenses, and generate reports by cost center, chart of accounts, bank accounts, and more.
It’s not an accounting system — and that’s exactly the point. The focus is on giving you a practical view of your business cash flow, without the complexity of traditional accounting software.
You can use the financial control independently or link it to your workflows and tasks — it all depends on how you prefer to work.
Simple, clear, and efficient financial control:
- Record income, expenses, and transfers
- Categorize and track balances by cost center
- Use a chart of accounts and manage by bank accounts
- Link transactions to clients or projects
- Create and save custom filters for quick access
- View simple and objective reports
- Manage finances without needing to be an expert
- Multi-currency support: USD, GBP, EUR, Bitcoin, or any other currency you need
Financial organization your way, with the flexibility and simplicity of ProcessFlex.com.
Free
Professional
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Processes: Unlimited
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Storage: Unlimited