Bills are entered from paperwork
A vendor invoice arrives as a PDF, and someone re-keys lines that already exist as a purchase order and a goods receipt in another system.
Finance
A ledger fed by the operation itself
Invoices, bills, expenses and payments on a real chart of accounts — where a vendor invoice arrives already matched to its order and its receipt.
Ten tools · Chart of accounts and budgets · Fed by Procurement and CRM
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Before Caspian ERP
Accounting is a second data-entry job
The operation records what happened. Then someone types the same events into the accounting package, a few weeks later, from PDFs.
Budget versus actual arrives too late to act on
By the time the month is closed and the report is assembled, the overspend it reveals is two months old.
Expenses go in on paper and come back in arguments
Claims are submitted on forms, approved by whoever is around, and reconciled against receipts nobody can find.
What it does
Proper finance, connected to the work that generated it
A chart of accounts, budgets and reports — with the transactions arriving from the modules that created them.
Chart of accounts and bank accounts
A real accounting structure, not a category field bolted onto an operations tool.
- Chart of accounts you define, matching your reporting
- Bank accounts with balances and reconciliation
- Consistent treatment across every module that posts
- Multi-organization separation, with no data crossing the boundary
Invoices, bills and payments
Receivables and payables in one place, arriving from the operation rather than from a pile of paper.
- Customer invoices raised from sales orders in CRM
- Vendor bills arriving matched to order and receipt
- Payments recorded against invoices and bills
- Outstanding position visible without a spreadsheet
Expenses with an approval trail
Claims submitted, approved and posted, with the evidence attached.
- Expenses submitted by the person who incurred them
- Approval routed by your own rules
- Receipts attached to the claim, not to an envelope
- Posted to the right account without re-keying
Budgets that are checked while there is time
Budgets per account and period, compared against actuals as they happen.
- Budgets per account, department and period
- Actual against budget available continuously
- Overspend visible during the month, not after it
- The same figures the KPI dashboard reads
Tax rates handled consistently
Tax treatment defined once and applied everywhere a document is raised.
- Tax rates configured for your jurisdiction
- Applied consistently to quotes, invoices and bills
- Reportable, because the treatment is structured
- No per-document improvisation
Reports from live records
Financial reporting that reads the ledger rather than an export of it.
- Standard financial reports from live data
- Drill from a figure toward the transactions behind it
- Period comparisons without rebuilding a spreadsheet
- Reconciles with the operation because it shares its records
How a purchase reaches the ledger
By the time finance sees the bill, three documents already agree with each other.
Requisition
Purchase order
Goods receipt
Vendor bill
Matched
Paid
Every tool in the module
Ten tools for running the books
Enough finance to run the business, inside the system that runs the operation.
Finance Dashboard
Cash position, receivables, payables and budget consumption on one screen.
Chart of Accounts
The account structure everything posts to, defined to match how you report.
Invoices
Customer invoices, raised from sales orders so what was sold and what was billed agree.
Bills
Vendor bills, arriving already matched against the purchase order and the goods receipt.
Expenses
Employee expense claims with approval routing and receipts attached to the claim.
Payments
Payments in and out, recorded against the invoices and bills they settle.
Budgets
Budgets per account, department and period, compared against actuals continuously.
Tax Rates
Tax treatment configured once and applied consistently to every document raised.
Bank Accounts
Bank account records with balances and reconciliation against recorded payments.
Reports
Financial reporting read from live records, with the ability to drill toward the underlying transactions.
Connected, not bolted on
Finance stops being a re-keying exercise
Every figure here was created by someone doing the actual work.
Bills already matched
A vendor invoice arrives with its purchase order and goods receipt attached, so approving it is a check rather than an investigation.
Invoices from sales orders
Customer invoicing works from the accepted order and the shared catalogue, so billing matches what was actually sold.
Budgets meet KPIs
Budget against actual is a KPI like any other, read from the same ledger rather than from a separate submission.
Who lives in it
For the people who have to sign the numbers
Controller, accountant and budget holder, on one ledger.
Financial controller
Approves against a three-way match, sees the cash position live, and closes a month without a fortnight of chasing.
Accounts payable
Processes bills that arrive already matched, and pays with the evidence attached to the record.
Budget holder
Watches their own budget consumed in real time and can act inside the month rather than explaining afterwards.
Yours to shape
Configure finance to your jurisdiction and structure
The account structure and tax treatment are yours; the connections are the product.
- Build your own chart of accounts to match how you report
- Configure tax rates for your jurisdiction and apply them consistently
- Set budgets per account, department and period
- Decide approval routing and thresholds for expenses and payments
- Restrict finance tools tightly — this is usually the most closely held module in the platform
Finance · Settings
| Setting | Value |
|---|---|
| Chart of accounts | Custom |
| Bill matching | Three-way required |
| Expense approval | Line manager |
| Budget period | Monthly |
| Finance access | Restricted role |
Finance questions we get asked
Is this a replacement for our statutory accounting package?
It is a working ledger for running the business — accounts, invoices, bills, expenses, payments, budgets, tax and reporting. Whether it replaces your statutory filing package depends on your jurisdiction and your accountant, and that is a conversation worth having before you switch.
Do vendor bills really arrive matched?
Yes, when the purchase went through Procurement. The bill references the purchase order and the goods receipt, so the three-way match is a verification rather than a reconstruction from PDFs.
Can we set our own chart of accounts?
Yes. The chart of accounts is defined by you, and every module that posts uses it, which is what keeps operational and financial reporting consistent.
Who can see financial data?
Only the roles you grant it to, enforced server-side. Finance is the module most organizations restrict hardest, and the permission model supports that down to the individual tool.
How does budget versus actual stay current?
Because actuals come from documents raised by the operation as it works — bills, expenses and invoices — rather than from a monthly import. You see consumption during the period, while there is still time to respond.