SalesFision Platform application
What comes in, what goes out, and where you earn or lose money.
Income and cost live in one model, each with its own path from expected to paid. The hours your team submits are reviewed here before they count as cost. And when the result is not yet complete, Finance says so and names what is missing.
Configure Finance Do the Business Scan
- Income and cost in one model, each with its own path
- Billed, paid, open and late above everything else
- A result that names what is missing instead of reporting a zero
Everyone sees a piece of the money, nobody sees the result.
The invoices are in one place, the costs in another, and what a project actually cost in hours is nowhere. So every question about money starts with reconstructing it, and the answer arrives a month too late to act on.
- Nobody can say what is open right now without opening the bank.
- A monthly agreement renewed and nobody sent the invoice.
- What a project cost in hours only becomes clear after it is finished.
- A report shows a number that looks certain, and nobody knows what is missing from it.
What changes when money in and money out share one place.
-
One model for both directions
Income runs from expected to to be invoiced, invoiced and received. Cost runs from expected to incurred and paid. The invoice and the payment are proof of the same amount, never a second one.
-
A result you can trust, or a reason why not
If a cost rate is missing or a week of hours is still waiting, the result carries the word incomplete and the reason next to it. An honest gap is worth more than a confident wrong number.
-
Hours become cost on purpose
Finance approves the weeks your team submits, or sends one back with a reason. Approving freezes what those hours cost and what they are worth, so a rate change later never rewrites a closed month.
-
What runs every month, on both sides
Recurring revenue and recurring cost sit together with their price history. A new price applies from its date; what already went out keeps the amount it was billed at.
What your team can do with Finance.
Income and cost in one place
- Record an amount once, with a direction: money coming in or money going out
- Follow income from expected to to be invoiced, invoiced and received
- Follow cost from expected to incurred and paid
- Book an amount to the business, to a customer or to a single project
Invoices, payment and proof
- Point an amount at an invoice from Sales, or at an external invoice reference
- Mark an invoice as paid and register the date the money arrived
- Release a wrong invoice link with a reason, without erasing what happened
- See what is open and what is past its due date, whichever period you are looking at
Recurring and corrections
- Keep recurring revenue and recurring cost, monthly, quarterly or yearly
- Raise a price from a date without rewriting what already went out
- See retainers agreed in Sales without inventing an invoice date for them
- Correct an amount with a reason, and keep the old amount readable
Hours, rates and the result
- Review submitted weeks, approve them or return one with a reason
- Set an internal cost rate and a sell rate per person, valid from a date, visible only to the people who manage them
- See per project what it earned, what it cost in hours and what is left
- See which projects are negative and which ones are not complete yet
From what you agreed to what you actually earned.
The same path every month, so closing it is reading rather than reconstructing.
-
The amount is recorded
Work you agreed becomes income with a management date. A supplier invoice or a licence becomes cost. What recurs appears on its own date, at the price that applied then.
-
The invoice is linked
An amount that is ready to be invoiced points at an invoice from Sales, or at an external invoice reference. One amount can carry one invoice, so nothing is counted twice.
-
The hours are reviewed
Finance sees the weeks your team submitted and approves them, or returns one with a reason. Approving freezes what those hours cost and what they are worth.
-
Money in, money out
Someone marks the invoice as paid and registers when the money arrived; where the amount points at an invoice from Sales, Finance follows that invoice instead. Costs move to paid the same way.
-
You read the month
Billed, paid, open and late up front. Income, cost and result underneath, with a note when something is still missing and a signal you can turn into a task.
What your team looks at.
One month in the cockpit, the invoices and what came in underneath it, and the agreements that run every month next to the hours waiting for approval.
Cockpit
- Billed €18,040.00 Three invoices this month
- Paid €600.00 Marked paid on 4 September
- Open €17,440.00 Two invoices, one of them late
- Late €240.00 Nine days past its due date
- To be invoiced €185.00 for Bakkerij De Vries has no invoice linked to it Create task
- Late Studio Noord is nine days past the due date on F2026-0112 Create task
- Incomplete Two weeks of hours are waiting for approval and one colleague has no cost rate for September See the reasons
Invoices and payments
| Invoice | Customer | Before tax | Proof | Status |
|---|---|---|---|---|
| F2026-0118 | Kwekerij Veldhoven | €17,200.00 | Due in twelve days | Invoiced |
| F2026-0117 | Praktijk Bloem | €600.00 | Marked paid on 4 September | Received |
| F2026-0112 | Studio Noord | €240.00 | Due date passed nine days ago | Late |
| No invoice yet | Bakkerij De Vries | €185.00 | Nothing linked to this amount | To be invoiced |
Recurring and hours
| Runs every month | Direction | Per month | Next date | Status |
|---|---|---|---|---|
| Support, Praktijk Bloem | Income | €600.00 | 1 October | Running |
| Hosting and maintenance, Studio Noord | Income | €240.00 | 1 October | Running |
| Support, Bakkerij De Vries | Income | €185.00 | 1 October | September open |
| Service contract, Hotel De Rede | Income, agreed in Sales | Set in Sales | Not configured | Needs a date |
Example data. Your own income, costs, agreements and hours appear here once the application is set up. Amounts in Finance are before tax.
A number is only trustworthy if it comes from somewhere.
What was agreed, what was delivered and what it cost in hours all arrive here, and what is still open travels back to the people who can do something about it.
-
Sales to Finance
A signed agreement gives Finance the amount to recognise, and the invoice it points at stays owned by Sales. Retainers agreed there appear here as recurring revenue, without Finance inventing an invoice date for them.
-
Finance and CRM
Results roll up per customer, so the person who keeps the relationship sees what a customer is worth as well as what is still open with them.
-
Finance and Project Management
A project’s hour budget is read here as it stands, and a signal you act on becomes a real task in the project it belongs to, once, however often you press the button.
-
HR to Finance
Submitted weeks arrive from HR for financial review. From an employee profile Finance reads only the contracted weekly hours, never illness, leave or notes.
-
Finance to Customer Portal
Your customers see what they owe in their own portal. Paying there belongs to the portal and the Sales side; inside Finance a person marks an invoice as paid. The Customer Portal is a product of its own with a fixed monthly price.
-
Finance and Knowledge
When an amount may be corrected, how you word a reason and what your payment terms are: written down once. Included for every Platform user.
Help with the work, not decisions in your place.
In Finance, AI works on what is already recorded: the amounts, invoices and projects your team keeps. AI reads and prepares; a person decides on every amount.
-
Summarising a month
A readable summary of what changed in a month of income, cost and corrections.
-
Preparing a follow-up
A draft message about a late invoice, in your own words, for a colleague to check before it goes out.
-
Grouping what is open
Open amounts sorted by how long they have waited and by customer.
-
Spotting what stands out
A project whose cost is running ahead of what was agreed, before the invoice makes it visible.
These AI features are part of SalesFision Platform + AI: one subscription for your whole business.
Price and licence
- Finance €19 per month 3 users and one standard supported accounting integration. Not a full accounting system.
- Extra user €9 per month per user; for individual apps, per app
Also in a bundle:
- SalesFision Platform Operations €99 per month Leads, Sales, CRM, Project Management, Finance and Knowledge · 3 users
- SalesFision Platform Business €149 per month Everything in Operations plus Marketing, Social Media and HR · 3 users and 5 HR employees
All prices excluding VAT. You pay for applications and bundles monthly, or yearly in advance with a 10% discount. No platform surcharge; standard onboarding and regular support are included.
What the licence covers, and what we agree with you separately:
Included
- The application, with the included users or capacity
- SalesFision Knowledge is included free with selected paid apps and bundles.
- Standard onboarding
- Regular support, maintenance and bug fixes
Separate proposal
- Additional consulting and training
- Complex integrations and custom work
- Migration of existing data
- Customer Portal (a product of its own)
Calculate your package See all pricing
Additional consulting, training, complex integrations and custom work are agreed with you up front, so you always know what you are buying.
What people ask before they start.
Is this a bookkeeping package?
No. Finance is the operational side of your money: what you agreed, what you invoiced, what it cost in hours and what is left. Your bookkeeping stays where it is: Finance does not replace Moneybird or Exact as your bookkeeping system. Finance connects with one bookkeeping package supported as standard.
How does an invoice get marked as paid?
Someone in your team marks it paid and registers the date the money arrived. Where an amount points at an invoice from Sales, Finance follows that invoice rather than letting you set it by hand. The payment status is set by a person, not read from a payment provider.
Why does it say the result is incomplete?
Because something it needs is missing: a cost rate for a colleague, a week of hours still waiting for approval, or a project that has not been marked as customer work. Finance names the reason instead of quietly showing a zero, and the same reason tells you what to fix.
Do hours turn into revenue automatically?
No, and that is deliberate. Approved hours show what the work cost and what it is indicatively worth. Turning that into an invoice stays a decision a person makes.
Does it handle tax?
Amounts in Finance are before tax. The invoice number and the tax sit on the invoice itself, which comes from Sales, so the same amount is never worked out twice.
How is Finance different from Sales?
Sales ends at the signature. Finance starts at what that signature is worth: the amount, the invoice it points at, what it cost in hours, and what is left when both are counted.
What does Finance cost?
A fixed amount per month, with the number of users listed with it. If you need more users, you pay per extra user. You will find all amounts above under Price and licence and on the pricing page. Knowledge is included.
Can I pay per month?
Yes. Regular software licences are paid monthly, or yearly in advance with a 10% discount.
Start with Finance
Choose Finance for your team and see what it costs. Not sure where to start? The Business Scan gives you a recommendation.
Configure Finance Do the Business Scan
Questions about setting up cost rates or about your bookkeeping? Plan a meeting and we will scope it.
