Finance
Invoicing, expenses, quotations, banking, e-invoicing, and financial automation.
The Finance module handles your business's complete financial operations — from creating invoices and tracking expenses to generating quotations with digital signatures, connecting bank accounts, and automating billing workflows.
Dashboard
The Finance dashboard at /finance provides an at-a-glance overview:
- 4 KPI cards — Outstanding, Overdue, Pending Approvals, Cash Position
- Real AR aging — Outstanding receivables broken into 0–30 / 31–60 / 61–90 / 90+ day buckets, computed live from your invoices
- Action Required — Collapsible alerts for overdue invoices and pending expense approvals
- Financial Year Summary — Revenue, total invoiced, and outstanding amounts in a table
- Quotation Pipeline Chart — Visual breakdown of quotation stages
- AI Insights — Surfaces revenue variance, expense anomalies, slow-paying customers, and pipeline bottlenecks proactively
- Company Profile Banner — Reminder to complete VAT, phone, and IBAN setup
Sub-Modules
| Module | Description | Route |
|---|---|---|
| Invoicing | Create, send, track, and write off invoices — with server-side PDF | /finance/invoices |
| Sales Quotations | Generate quotes, collect signatures, and convert accepted proposals to invoices | /sales/quotations |
| Expenses | Track expenses with categories, receipt upload, and approval workflows | /finance/expenses |
| Credit Notes | Full credit-note lifecycle, apply-to-invoice, partial application | /finance/credit-notes |
| Payments | Record and reconcile payments; review online-checkout readiness limits | /finance/settings?tab=payments |
| Products | Product and service catalog with pricing and tax | /finance/products |
| Banking | Connect bank accounts, sync transactions, reconcile | /finance/banking |
| Dexxter Migration | Import Dexxter yearly document ZIPs into Finance expenses and invoices with review | /settings/administration/import-export/dexxter |
| Recurring | Recurring invoices, payment reminders, financial forecasts | /finance/recurring |
| PEPPOL | EU-compliant e-invoicing (send and receive) | /finance/peppol |
Sidebar Navigation
The Finance sidebar provides quick access to:
- Dashboard — Financial overview
- Invoices — Invoice management
- Quotations — Quote management
- Credit Notes — Full lifecycle: draft, issued, applied, partially applied, voided
- Expenses — Expense tracking
- Expense Categories — Category configuration
- Products — Product catalog
- Banking — Bank accounts and transactions
- Dexxter Migration - Dexxter yearly document ZIP import into Finance
- Recurring — Recurring invoices and forecasts
- PEPPOL — EU e-invoicing inbox
- Settings — Module configuration (including Payments)
Automation
The Finance module includes built-in automation:
- Quotation→Invoice — Automatically create invoice drafts when quotations are accepted, with configurable deposit percentage and payment terms
- Recurring Invoices — Auto-generate invoices on a schedule (weekly, monthly, quarterly, yearly)
- Payment Reminders — Automated reminder emails for outstanding invoices
- Payment Settlement Engine — Provider webhook code can record payments and recompute invoice balances; the audited customer checkout journey is not yet production-ready
- Server-side PDF Generation — Every invoice and quotation renders to a pixel-stable PDF server-side; emails ship with the PDF attached automatically
- PEPPOL Cron Jobs — Daily polling for inbound e-invoices and delivery status updates
- Dexxter Migration - Review-first import of Dexxter expenses and outgoing invoices from yearly document exports
See Sales Quotations, Recurring, and Payments for details.
Banking Integration
Connect your bank accounts for automatic transaction sync and reconciliation:
| Provider | Coverage |
|---|---|
| Plaid | US, CA, GB, FR, ES, NL, IE |
| Salt Edge | EU, UK, Global |
| Tink | 18 EU countries, 6,300+ banks |
| Ponto | Belgium / Benelux |
See Banking for setup details.
Templates Hub
One place for invoice, quotation, and (soon) email templates: Finance → Settings → Templates (/finance/settings/templates). 20+ designs across 5 categories, 8 color variants per template, custom hex for exact brand match. See Templates.
AI Assistant
LeenOps's shared tool registry has 27 finance-specific tools. It can list invoices, draft new ones, approve expenses, report bank-sync state, invoke the Stripe checkout-creation path, apply credit notes, and queue PEPPOL invoices. In-app writes show a confirmation card; MCP writes execute when the calling key and policy allow them. The checkout tool inherits the current payment-readiness limits. See AI Tools (Finance) for the exact catalog.
Settings
Configure at Finance → Settings (8 tabs):
| Tab | Purpose |
|---|---|
| General | Basic finance configuration |
| Invoicing | Default template, color variant, quotation→invoice automation rule |
| Products & Items | Product catalog defaults |
| Templates | One hub for Invoice + Quotation + Email templates (20+ designs, 8 color variants) |
| Payments | Payment records and provider configuration; online checkout is not approved for live customer use at audited release e31409a7 |
| PEPPOL | E-invoicing provider credentials (Peppyrus / Peppox) |
| Advanced | Power-user settings |
| Company Details | VAT number, IBAN, phone, address |
See Finance Settings for full details.