Financial Control & Visibility

Finance & Invoice
Management

Keep full financial visibility across your supplier base. Track spend, manage bank details securely, and make sure invoices are correct.

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Spend Visibility
AES-256
Encryption
Auto
Spend Import
YoY
Trend Analysis
Spend Analytics

Spend Tracking & Analytics

Track supplier spend at every level - from total yearly spend down to individual invoices. Import from your finance system or add them manually.

Spend Dashboard

YTD 2024
Total Spend YTD £0M
+10.5% vs £3.8M same period last year
IT Services £1.8M (43%)
Facilities £1.2M (29%)
Professional Services £0.8M (19%)
Other £0.4M (9%)

Spend Import Options

CSV/Excel Import
Upload spend data from any finance system
Manual Entry
Record individual invoices or spend items
API Integration
Direct sync with ERP/finance systems

Spend Analysis Views

By supplier
By category
By time period
By cost centre
Year-on-year comparison
Security

Secure Bank Details Management

Store and check supplier bank details securely. Stop payment fraud with change request workflows and audit trails.

Bank Details Storage

  • Account name, number & sort code
  • IBAN for international suppliers
  • Multiple accounts per supplier
  • Currency and payment preferences
  • Encrypted storage (AES-256)

Fraud Prevention

  • Change request approval workflow
  • Dual approval for bank detail changes
  • Full audit trail of all changes
  • Verification call-back procedures
  • Alert on bank detail modification

Bank Detail Change Request Flow

Multi-step verification process

1
Request
Supplier submits
2
Verify
Call-back check
3
Approve
Dual sign-off
4
Update
Details changed
Invoice Management

Invoice Tracking

Link invoices to contracts and POs. See payment status, resolve disputes, and keep a full financial history for each supplier.

Contract Linkage
Associate invoices with specific contracts and track against PO values
Payment Status
Pending, approved, paid, disputed statuses with full history
Dispute Management
Track queries and resolution timeline with suppliers
Document Attachment
Store invoice PDFs and supporting documents with each record

Recent Invoices

Last 30 days
INV-2024-0892
ABC Engineering Ltd
£12,450.00
Paid
INV-2024-0891
XYZ Services Plc
£8,200.00
Pending
INV-2024-0887
Global Solutions Inc
£3,750.00
Disputed
INV-2024-0885
Tech Solutions Ltd
£5,890.00
Approved
Total pending £17,840.00

Related Features

Finance management integrates with other platform capabilities.

Contracts & SLAs

Link invoices to contracts and track against agreed values.

Learn more

Reporting & Analytics

Generate detailed spend reports and financial analytics.

Learn more

Integrations & API

Connect with your ERP and finance systems.

Learn more

Complete Financial Visibility

Track every pound spent with suppliers. Secure bank details management, spend analytics, and invoice tracking in one place.

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