See the financial picture behind the work.
Connect quotations, invoices, expenses, payments and reconciliation with the business activity behind them. Bring financial planning and operating follow-up into the same company workspace.
Capabilities
The working parts
of the solution.
- Financial records
- Work with quotations, invoices, expenses and transaction documents in the accounting workspace, connected to the relevant party and business activity.
- Collections and reconciliation
- Review payment evidence, outstanding items and reconciliation work with the source records available to the finance team.
- Planning and forecasts
- Compare committed revenue, planned costs and scenario assumptions. Keep the assumptions and review dates behind the forecast visible.
- Finance follow-through
- Assign the questions, missing documents and reconciliation actions that need a person, with a due date and supporting context.
A working example
Follow the business process.
A finance team needs to understand what was billed, what was collected and what belongs to a future service period. Boni keeps the financial record and supporting evidence available for reconciliation and planning.
Use the correct organization and legal entity for each record. Apply review and approval to financial actions, and retain the source evidence behind entries and decisions.
- 01Business activity↓
- 02Financial record↓
- 03Reconciliation↓
- 04Management view
Shared context · Clear responsibility · Review where it matters
What the team works with
Useful records.
Clear next actions.
- Source-linked financial documents
- Reconciliation actions with accountable owners
- A financial plan with explicit assumptions
Part of one business operating system.
Connect this solution to the other teams and systems involved in the work.