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FinanceOS
Business Suite
Main
Dashboard
Tasks
Ledger
Finance
Invoices
Bills (AP)
Banking
Statements
Expenses
Items
People
Customers
Vendors
Advances
Employees
Leave requests
Expense claims
Payroll
Reports
Reports
Profit & Loss
Balance Sheet
Trial Balance
AR Aging
AP Aging
Configuration
Company file
Accounting categories
Chart of accounts
Reference numbers
User accounts
Agent paths
System monitor
Account
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Dashboard
+ New task
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New task
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Title
Category
Banking
AP
AR
Payroll
Tax
Reporting
Assets
Automation
Priority
High
Medium
Low
Assignee
Due date
Notes
Enable as background job
Job type
Type A — Invoice agent
Type B — Bill agent
Statement agent
cmd — Custom Python script
Timeout (sec)
Script path
Arguments
(optional — flags only, e.g. --yes-log)
⚠ Do not pass filenames or config paths here — use Script path for the script only.
Schedule type
Simple interval
Cron expression
Interval
Simple:
30m
=30 min ·
2h
=2 hrs ·
1d
=daily
Cron:
*/30 * * * *
=every 30 min ·
0 9 * * 1
=Mon 9am
Enable job immediately
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Save
New invoice
×
Invoice #
(auto-generated on save)
Customer
Status
Draft
Sent
Paid
Reference number
(optional)
Reference active
Inactive
Active
Invoice date
Due date
Tax rate %
Notes
Line items
+ Add line
Item
Description
Qty
Unit price
Unit cost
Amount
Subtotal:
$0
Tax:
$0
Total:
$0
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Save invoice
New bill
×
Bill #
(auto-generated on save)
Vendor
Status
Draft
Approved
Reference number
(auto-filled from uploaded file)
📎 Upload file
✕
Bill date
Due date
Tax rate %
Category
— select category —
COA account
Notes
Line items
+ Add line
Description
Qty
Unit price
Amount
Total (incl. tax):
$0
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Save bill
New payroll run
×
Run name
Period start
Period end
Pay date
Tax rate %
Notes
All active employees will be included automatically.
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Create run
Start reconciliation
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Statement date
Statement closing balance ($)
Notes
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Start
Add category
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Code
Type
Income
Expense
Balance Sheet
Name
Parent group
Description
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Add account
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Account code
Account type
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Account name
Normal balance
Debit
Credit
Opening balance
Description
Categories
(select one or more)
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Save account
Add customer
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Company name
Contact person
Email
Phone
Address
Tax ID / VAT
Payment terms (days)
Currency
EUR — Euro
BGN — Bulgarian Lev
USD — US Dollar
GBP — British Pound
Credit limit
IBAN
Status
Active
Inactive
EIK
Taxable
Yes
No
Category code
(accounting category)
COA code
(chart of accounts)
Notes
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Save
Add employee
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First name
Last name
Employee #
Department
Position / Title
Employment type
Full-time
Part-time
Contract
Intern
Email
Phone
Start date
Monthly salary ($)
Pay frequency
Monthly
Bi-weekly
Weekly
Tax code
Bank account
Status
Active
Inactive
Terminated
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Save
New expense
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Expense #
Date
Expense type
General
Employee
Travel
Office
Marketing
IT
Utilities
Other
Category
Subcategory
Vendor
— select vendor —
+ New
Description
*
Amount (excl. tax)
Tax rate %
Total amount
Currency
EUR
EUR
BGN
GBP
Payment method
Cash
Bank Transfer
Credit Card
Debit Card
Cheque
Other
Payment status
Unpaid
Paid
Partially Paid
Reimbursed
Department
Category
— select category —
COA account
Employee
— none —
Status
Draft
Submitted
Approved
Rejected
Paid
Approved by
Receipt file
Tags
Notes
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Save expense
Upload bank statement
×
📄
Click or drag & drop a statement file (CSV, XLSX)
Bank name
Account type
Checking
Savings
Current
Credit
Loan
Last 4 digits
Currency
EUR
EUR
BGN
GBP
Tags
Notes
Uploading…
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Upload & parse
New item
×
SKU
Name
Description
Category
Unit
pcs
hrs
kg
l
box
lic
m
set
Status
Active
Inactive
Unit cost ($)
Selling price ($)
Qty on hand
Reorder level
Inventory account
COGS account
Revenue account
Tags
Notes
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Save item
Record movement
×
Item
Movement type
Purchase (stock in)
Sale (stock out)
Adjustment
Return in
Return out
Transfer out
Opening balance
Date
Quantity
Unit cost ($)
Selling price ($)
Total cost:
$0
Total revenue:
$0
Ref type
Ref ID / number
Notes
Cancel
Record