Overview
Receivables, expenses, and cash movement across business documents.
Statistics
Expense split
Reserve
This month
Documents
Create, review, export, and send worldwide business documents.
Document builder
Add positions, calculate net/tax/gross totals, and prepare export-ready document data.
Template builder
Structured layouts, placeholders, footer text, and visual signatures for generated business documents.
Visual template canvas
Blocks are structured and ordered. Expert HTML editing stays disabled until sanitizer and renderer rules are ready.
Placeholder catalog
Users insert approved placeholders instead of editing raw template code.
Starter templates
Reusable template families for worldwide documents and reminder letters.
Drop invoices, receipts, scans, and bank files here
Files stay in the pool until the user or accountant assigns them. SHA-256 duplicate detection runs before booking.
Pool queue
Unassigned files
Business partners
Customers, suppliers, vendors, payees, contacts, and mixed-role parties.
Partner onboarding
Legal identity, roles, address, tax handling, and document defaults for worldwide business partners.
Payments
Match bank movements, processor payouts, cash receipts, and partial payments to open documents.
Bank and processor imports
Import feeds stay reviewable before they affect receivables, payables, or accounting.
Matching workbench
Keep every allocation traceable by payment UUID, method UUID, reference, fee, and document number.
Unmatched payments Waiting
Open documents No documents
Payment matches
Reviewed allocations and reconciliation decisions
Payment files
Prepared payable export batches
Expenses
Review incoming invoices, receipts, cash slips, subscriptions, and supplier costs before posting.
Extraction queue
Incoming files stay human-reviewed even when text extraction, OCR, and Gemini analysis propose values.
Expense review
Supplier costs are reviewed before they become accounting entries or payables.
Expense drafts
Incoming costs prepared for review
Reports
Cash, receivables, payables, VAT/GST, audit evidence, exports, and AI usage in one control workspace.
Control indicators
High-level report checks before accountant export, tax review, or management reporting.
Cash runway
Tax readiness
Report packs
Reusable views for management, accountants, tax review, audit trail, and AI cost governance.
Export readiness
Export files are generated only after scoped review. Live tax authority transmission is a later connector.
Export requests
Saved report requests awaiting review or generation
Approval queue
Pending workspace decisions
Audit events
Workspace action trail
Company profile
Legal identity, registration, tax, contact, and payment defaults for generated documents.
Password reset
Request a secure link for your Invofy account.
Choose new password
Complete the secure password reset.
Accept invitation
Create your user profile and join the workspace.