Accounting and Finance
Included resources
Resources included in PAi it Forward
PAi it Forward is shaped around the finance records that keep invoices, transactions, and business assets under control.
PAi it Forward resource
Invoices
Manage invoices from creation or upload through to payment.
- Create sales invoices, record purchase invoices, upload existing documents, and track what is unpaid, part-paid, or complete.
- Extract invoice information, validate key values, surface approaching due dates, route documents for approval, and match invoices with settling transactions.
- Give the finance team a clearer view of which invoices are complete and which still require action.
PAi it Forward resource
Transactions
Build a clearer view of money moving through the business.
- Record and organise income, expenses, wages, funding, invoice payments, and other financial activity.
- Categorise transactions, check them against invoices, and use them to show cash movement over time.
- Surface missing, unclear, or unusual information for review before it affects reconciliation or reporting.
PAi it Forward resource
Assets
Maintain a structured record of what the business owns.
- Track equipment, property, intangible assets, acquisition details, classifications, depreciation assumptions, and disposals.
- Maintain an up-to-date asset register and connect longer-term purchases with the wider financial record.
- Give finance a clearer basis for reporting, depreciation planning, and ledger alignment.
Real-world use
Roles using PAi it Forward
See how accounting and finance teams use PAi it Forward to keep records complete, accurate, and aligned.
Tailored implementation
Book an Accounting and Finance platform demo
This is a configured department platform. We set up the system around your finance workflows, approval needs, reporting cadence, and existing accounting tools.
