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.
Tallinn, Estonia
| Item | Qty | Price | Total |
|---|---|---|---|
| Consulting day | 2 | $400.00 | $800.00 |
| Website maintenance | 1 | $250.00 | $250.00 |
| Training workshop | 1 | $300.00 | $300.00 |
Watch Finance360 in action
One minute: the desktop and the mobile experience, recorded from the real product.
Music: “Deliberate Thought” by Kevin MacLeod (incompetech.com) • CC BY 4.0
What you get with Finance360
Build line-item quotes from your product catalog and convert them to orders in one click.
Generate clean, branded invoice PDFs with your logo, tax details and payment terms.
Record collections against invoices and always see who owes what.
Products, prices and currencies managed centrally, reused everywhere.
Open balances and overdue invoices surfaced on dashboards and scheduled reports.
Every invoice traces back to the deal and account it came from.
Add your products, pick a customer and send your first branded PDF invoice within the hour.
“For the first time our pipeline lives on one screen. Which proposal is waiting where is no longer a debate, it is a dashboard.”
VeyradeckQuote, invoice and collect without leaving the CRM
Sales happen in the CRM but money is tracked somewhere else, and the two never agree. Finance360 is an invoice tracking program built into the CRM: quotes, orders, invoices and payments live on the same customer record as the calls and meetings that produced them.
Line items with quantities and prices roll up automatically; one click turns a quote into an order and an invoice. Printable PDF invoices carry your logo and company details. Payments are recorded against invoices, remaining balances are calculated, and overdue invoices flag themselves before they become awkward calls.
The TCMB add-on brings daily exchange rates for multi-currency work, and revenue reports show monthly income, unpaid balances and top customers at a glance.
Who is Finance360 for?
Quotes, orders and invoices flow from the same customer records you already keep.
Track invoices, partial payments and overdue balances without an accountant's software.
Professional PDF invoices and a clear picture of who owes what.
From quote to collected cash in four steps
Line items and prices on the customer record; send it as a clean PDF.
One click carries the same lines forward without retyping.
Partial or full payments update the remaining balance instantly.
Overdue flags and revenue reports keep collections and cash flow honest.
Finance360 in your pocket
Everything above works in the Ohana360 mobile apps too: a bottom tab bar with your favorite tabs, one-tap actions and push notifications. Included in every plan.
And everything the platform gives every app
Frequently asked questions
Yes: quote, order and invoice records with line items, printable PDF invoices, payment tracking and overdue warnings.
Payments are recorded against invoices, remaining balances are calculated and due-date reminders keep collections on time.
Monthly revenue, unpaid invoices and payment status reports are ready out of the box, and you can build your own.
No GİB/e-Fatura integration; Finance360 produces printable PDF invoices and tracks payments. Many companies run it alongside their accountant's e-invoice tool.
Yes, records import from CSV so your current spreadsheet becomes your starting database in minutes.
Real iOS and Android apps are included with every plan, so your records are with you everywhere.
Core apps are €150 per month per organization (not per user), billed annually; extra users are €25 per month. Launch discount: 90% off.
Try Finance360 with your own data
Included in every Ohana360 plan. Free to start, no credit card required.