Financeclosed every month.
The money of the team goes into one journal: what partners pay, what traffic and agents cost, what people earn. P&L and cash flow are read from it, not rebuilt each month.
The month ends, and finance spends a week matching payouts, spend and salaries in three spreadsheets.Here all three are entries of one journal, and the P&L is already there.
One journal, every view.Down to the wallet.
P&L and cash flow
Group income and spend by category, partner or account, for the month or any period.
Wallets checked on-chain
USD entries of a wallet are compared with its USDT balance on the chain, so a gap shows before the close.
Salaries by plan
Compensation plans count what each person is owed, and the payroll lands in the same journal.
Agents and partners
Agency deposits, fee rates by date and the balance of each agent, and a reconciliation of what partners owe and paid.
Cash flow, not only profit.Where the money actually went.
Cash flow shows money that moved, grouped by category or partner, next to the P&L that shows what was earned.
Questionsabout this feature.
Is finance part of every CRM?
Finance is a pack that is turned on for the teams that need it, as are HR and other modules.
Where does spend in the P&L come from?
From the same synced Meta and TikTok spend and agency costs the reports use, so the numbers agree.
Can we check crypto wallets?
Yes. A wallet's USD entries are checked against its USDT balance on the chain.
See it on your own numbers.
Write to us in Telegram. We will show the CRM on the way your team buys traffic.