Every feature for your finances

Quotes

Send quotes by email or as a share link, mark them accepted or declined, and clone a past quote to start the next one.

• Email
• Share link
• Accepted / declined
• Clone

One-click conversion

Turn an accepted quote into an invoice, a sales order or a repair ticket. Every line, price and tax carries across.

No re-keying, so no copy errors between what you quoted and what you bill.

Sales orders

Confirm orders, convert them to invoices, raise a purchase order for what you need to buy in, and see backorders when stock runs short.

• Convert to invoice
• Convert to purchase order
• Backorders
• Cancel line items

Order fulfilment

Generate a picklist, create packages and shipments from the order, then mark it fulfilled. If something went wrong, undo the fulfilment.

Invoices

Create invoices with discounts, adjustments, shipping charges, a salesperson and payment terms. Send them by email, share a link, or download and print a PDF.

• Email
• PDF and print
• Share link
• Clone
• Void

Recurring invoices

Set up a profile once and SorviAI Finance raises the invoice on schedule. Stop and resume profiles one at a time or in bulk, and see the next invoice date.

Retainers and subscriptions bill themselves on time, every time.

Advance invoices

Ask for a deposit before the work starts. Record the payment, then draw it against the final invoice, with status showing ready to draw, drawn or fully drawn.

Credit notes

Raise a credit note from an invoice or a sales return, then apply it to another invoice or refund it to the customer.

• Apply to invoice
• Refund
• Void

Sales returns

Approve a return, receive the goods back in part or in full, and generate the credit note from the same screen.

Multi-currency

Invoice in your customer's currency with the exchange rate recorded on the document, while your books stay in your base currency.

Customer payments

Record a payment and split it across several invoices. Any excess is kept as customer credit, and you can refund it when needed.

• Allocate to invoices
• Excess as credit
• Refunds

Apply credits and deposits

Use a customer's available credits and advance invoices to settle an open invoice, so the balance owed is always right.

Online card payments

Connect Stripe and turn on "Take payments on invoices". Customers then see a Pay button on the invoice and pay by card through Stripe checkout.

Shorter time to cash without chasing bank transfers.

Customer portal

Give customers their own login to view and accept quotes, see sales orders, invoices, payments, credit notes and statements, and download their documents.

Bulk actions

Mark a batch of invoices as paid or email them together from the invoice list.

Purchase orders

Send purchase orders to vendors, mark them issued or cancelled, then receive the goods or convert the order straight into a bill.

• Send PO
• Convert to bill
• Create receive
• Bulk mark received

Purchase receives

Record what actually arrived, mark deliveries in transit or received, link them to the purchase order and bill from them.

Bills

Log vendor bills, record payments, apply vendor credits and see what is overdue at a glance. Mark a batch paid in one go.

Pay suppliers on time and never pay the same bill twice.

Recurring bills

Rent, subscriptions and service contracts are raised on schedule. Stop or resume them whenever the agreement changes.

Vendor payments

Allocate one payment across several bills, keep any excess, refund it, or cancel a payment made in error.

Vendor credits

Record credits from suppliers and apply them to a bill or take a refund.

Vendor portal

Vendors sign in to see their purchase orders, bills, payments and statements, and to download documents, so fewer emails ask "has this been paid?".

Expense recording

Record an expense with its receipt attached, or add many at once with bulk entry.

• Receipt upload
• Bulk add
• Clone

Mileage

Log business travel as a mileage expense rather than working out the amount by hand.

Approvals and reimbursement

Staff submit expenses for approval, approvers accept or reject them, and finance marks them reimbursed once the money goes back. Choose your approvers in settings.

Spending gets checked before it is paid, with a record of who approved it.

Billable expenses

Flag an expense as billable and add it to the customer's invoice, so costs you incur for a client are recovered.

Recurring expenses

Regular costs are recorded on schedule. Generate the next one early with Generate Now, or update several profiles together.

Items

Goods and services with sales and purchase prices, accounts, tax, units and images. Mark items returnable, active or inactive.

• Goods and services
• Image gallery
• Statistics

Variants

Sell a product in sizes, colours or lengths. Each variant has its own SKU, price and stock, and you can convert a single item to variants later.

Item import

Bring your existing catalogue in with the import wizard instead of creating items one by one.

Rate lists

Keep custom per-item rates for particular customers or deals, with rounding rules, and switch lists on or off as terms change.

Agreed prices are applied every time, without anyone needing to remember them.

Start from the item

From any item, start a new invoice, bill, purchase order, quote or sales order with that item already on it.

Warehouses

Track stock across more than one warehouse, and see what each location holds on the item itself.

Stock adjustments

Correct stock counts after a stocktake, damage or loss, with the adjustment recorded for the audit trail.

Stock transfers

Move stock between warehouses and see the quantity at the source and the destination before and after the move.

Picklists

Generate picklists from sales orders so the warehouse picks the right items in one pass.

Packages and shipments

Pack orders, create shipments and email the customer. Connect DHL Express, FedEx or UPS to fetch rates, create labels and track shipments.

• DHL Express
• FedEx
• UPS

Tax rates and groups

Set up the rates you charge, combine them into tax groups, and apply them to items, invoices, bills and expenses.

UK VAT returns with HMRC

File VAT returns with HMRC under Making Tax Digital. See your obligations, drill from each box into the transactions behind it, make adjustments and submit.

The return comes from your books, so there is nothing to copy across by hand.

India GST

Paired in-state and inter-state GST groups, with place of supply recorded on your sales and purchase documents.

US sales tax

Automatic sales tax through Stripe Tax, plus a Sales Tax Liability report for US workspaces.

Built for your country

Tax settings and labels follow your workspace's country. Where there is no consumption tax, as in Hong Kong, tax fields stay out of the way until you set a tax.

Chart of accounts

Create, edit, deactivate and export the accounts your business reports against.

Automatic journals

Posted invoices, bills and payments write their own journal entries. Open View Journal on any posted document to see the debits and credits.

Your books stay current as the day's work gets done, with no separate bookkeeping pass.

Manual journals

Post manual journal entries, clone one as a reversal, void mistakes and publish drafts in bulk.

Exchange adjustments

Revalue foreign-currency balances with a gain and loss preview before you post, and reverse an adjustment if you need to.

Budgets

Plan income and spending by account in a spreadsheet-style editor, clone an existing budget, and compare it with actual results.

• Budget vs actuals
• Clone budget

Report library

Reports grouped by Sales, Receivables, Customer Payments, Payables, Purchases, Inventory, Warehouse, Inventory Valuation, Accountant, Activity, Currency and Budgets.

• Sales by Customer
• Receivable Summary
• General Ledger
• FIFO Cost Lot Tracking
• Budget vs Actuals

Compare and customise

Pick a date range, compare with earlier periods, group results and choose exactly which columns appear.

Drill down

Click a figure in a report to reach the transactions behind it.

Questions about a number get answered in seconds, not in a follow-up meeting.

Export and share

Export any report to CSV, Excel or PDF, share it with colleagues, and keep favourites at the top.

• CSV
• XLSX
• PDF
• Share

Audit trail

Activity Logs, an Exception Report and a per-record audit trail show who changed what, and when.

Workflow rulesBeta

Trigger actions when a record is created or edited, or on a date, and narrow them with criteria. Actions send email alerts or in-app notifications, and every run is logged.

Recurring transactions

Invoices, bills and expenses that repeat are raised for you on the schedule you set.

Scheduled exports

Export lists to CSV or Excel with the columns you choose, save the setup as a preset, and schedule it to run daily, weekly or monthly.

The spreadsheet your accountant asks for arrives without anyone remembering to make it.

Notifications

Choose which events notify your team, so the right person hears about the right change.

Documents library

Every file in Finance in one place. Upload, sort into folders, filter by type or by the record it belongs to, preview, and download in bulk.

• Folders
• PDF preview
• Bulk download

Comments, notes and history

Each invoice, bill, order and contact has an activity panel with comments, attachments, notes and a history of changes.

Context stays on the record, not buried in someone's inbox.

PDF and email templates

Choose and edit PDF templates in a full-screen editor, and write email templates for the documents you send.

Custom fields and reporting tags

Add your own fields to sales and purchase documents, and tag transactions so you can report on them your way.

Users and roles

Invite your team and give each person a role, so they see and change only what their job needs.

Modules you can switch off

Turn off the modules you do not use, such as inventory or price lists, to keep Finance focused on your work.

Organisation setup

Company profile, warehouses, currencies, number series and payment terms are managed in one place.

• Currencies
• Number series
• Payment terms

Sender emails and domains

Send documents from your own addresses, and authenticate your domain so emails reach your customers.

Saved views

Build custom filters on any list and save them as views you can return to.