TR Start free
πŸ’°Finance360

From quote to paid invoice without leaving your CRM.

Finance360 keeps the money side of every deal attached to the customer record: products and price books, quotes, orders, professional PDF invoices and payment tracking with outstanding balances.

demo.ohana360.com
β ΏFinance360 πŸ” Search Ohana360...DA
HomeQuotesOrdersInvoicesPaymentsProducts
INVOICEINV-2041
Demo Inc.
Tallinn, Estonia
ItemQtyPriceTotal
Professional plan (annual)8$200.00$1,600.00
Booking360 add-on12 mo$15.00$180.00
Onboarding workshop1$250.00$250.00
Paid: $1,000.00Balance due: $1,030.00

What you get with Finance360

🧾Quotes and orders

Build line-item quotes from your product catalog and convert them to orders in one click.

πŸ“„PDF invoices

Generate clean, branded invoice PDFs with your logo, tax details and payment terms.

πŸ’³Payment tracking

Record collections against invoices and always see who owes what.

πŸ“¦Product catalog

Products, prices and currencies managed centrally, reused everywhere.

⏰Receivables view

Open balances and overdue invoices surfaced on dashboards and scheduled reports.

πŸ”—Connected to sales

Every invoice traces back to the deal and account it came from.

⚑ Fast
Quick win

Add your products, pick a customer and send your first branded PDF invoice within the hour.

And everything the platform gives every app

βœ“ Reports and dashboardsβœ“ Automation flowsβœ“ Custom fieldsβœ“ List views with inline editβœ“ Unified calendarβœ“ Files and Google Driveβœ“ AI assistantβœ“ API and webhooksβœ“ Audit logsβœ“ Mobile apps

Try Finance360 with your own data

Included in every Ohana360 plan. Free to start, no credit card required.