Boni

Accounting and finance

Financial records connected to the work behind them.

Bring commercial documents, supplier costs, payment evidence and the management view into the company's financial operation. Boni Accounting keeps the legal entity and source record clear as finance follows the work across the business.

Built for the work
your team does.

Commercial documents
Prepare quotations and invoices around the correct business party and legal entity. Keep the commercial terms, document and financial action connected.
Suppliers and bills
Create supplier records, attach the actual invoice and review bill lines and tax treatment. Posted bills carry their payable balance and supporting evidence.
Payments and reconciliation
Work with imported transaction evidence, payment matches and outstanding questions. Retain the source behind financial entries and give unresolved items an owner.
Planning and reporting
Review revenue, costs and forecast assumptions alongside financial records. Keep service periods, source coverage and the management questions behind the numbers available for review.

In practice

Follow the business
through the work.

An event team links a vendor plan to the supplier and actual bill. Finance reviews the payable and imported payment evidence while the operating team continues to own delivery and the event budget.

  1. 01

    Capture the commercial evidence

  2. 02

    Review the financial record

  3. 03

    Reconcile and plan

Connected by design

Part of the
whole operation.

CRM holds the customer relationship, commerce supplies the operating transaction and Tasks carries finance follow-up. Legal entity, posting rights and approval policy stay within the financial workspace.

The records behind the work

  • Quotations, invoices and supplier bills
  • Payment evidence and reconciliation actions
  • Ledger records and planning assumptions

Go deeper

Explore the product
and its operating guides.

Accounting guide

Quotations workflow

Finance solution

Finance, people and operations

Explore connected modules.

People, tasks and time

Team records, attendance, owned tasks, calendars and scheduling around the daily operation.

Commerce and operations

Trade, inventory, orders, bookings, events and logistics with business-specific workflows.

See the whole business on Boni.

Connect this capability to the other people, systems and work in your operation.

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