Financial Module
Track revenue, expenses, cash registers, and categories for internal operations — separate from customer billing and the Interflow subscription.
What it's for
- Finance and accounting teams recording day-to-day transactions
- Owners and administrators configuring cash registers and operators
- Managers with read-only visibility into balance and cash flow
- Stores and restaurants integrating POS sales with financial control
Different from Billing
This module manages the organization's internal finances. For contracts, installments, and Asaas integration with customers, use Billing.
What you can do
- View a dashboard with consolidated balance, revenue, and expenses
- Record revenue or expense transactions with status: pending, paid, overdue, or cancelled
- Manage cash registers with operators and per-register permissions
- Organize revenue and expense categories, with subcategories
- Configure payment methods (credit, fees, installments)
- Optionally link transactions to a CRM customer
- Use AI suggestions for transaction categorization
- Export reports according to profile permissions
How it connects
- POS — sales generate financial entries
- CRM & Customers — optional customer on transactions
- Billing — separate modules; Billing handles customer contracts
- Reports — exports according to
financialprofile