Financial Management for Creatio

Financial processes on Creatio: budgeting and forecasting, operations and expenses, bank and customer balances, approval workflows and financial analytics — next to your customers and deals.

Get it on Creatio Marketplace · Book a demo

What is Financial Management for Creatio?

Management accounting often lives in spreadsheets disconnected from the CRM: budgets are approved by email, cash flow is assembled manually and customer balances are checked in another system. Financial Management for Creatio brings budgets, operations, balances and analytics into the platform where orders and invoices already are.

Key features

Budgeting

Plan budgets with expense categories, track performance in real time, forecast from historical data and approve proposals through configurable workflows.

Operations

Add transactions automatically from orders and invoices or manually, track expenses, manage revenue streams and approve expense operations.

Bank account balances

Real-time balances and transaction history for linked bank accounts.

Customer balances

Customer balance records, payment and outstanding invoice tracking, statements and invoices.

Analytics dashboards

P&L, cash flow forecasts, receivables and payables, and customer balances on customizable dashboards.

Use cases

How to set it up

1. Install the app from Creatio Marketplace.
2. Configure expense categories, budgets and approval rules.
3. Link bank accounts (see Bank Statement Import).
4. Set up dashboards for management.

Frequently asked questions

Is it an accounting system? It is focused on management accounting: budgeting, cash flow, operations and balances. Statutory accounting remains in your accounting system.

Can transactions be created from invoices? Yes. Transactions can be added automatically from orders and invoices.

Which Creatio versions does Financial Management for Creatio support? Creatio 8.1.2 and up.

Is it available for cloud and on-site Creatio? Yes. It supports both cloud and on-site deployments.

How much does Financial Management for Creatio cost? $5 per user per month, billed annually ($60 per user per year).

Is there a free trial? Yes, a trial is available through Creatio Marketplace.

Who provides support? SYNTECH, the developer of the app and an official Creatio partner. Contact support@syntech.digital.

Related

• Solution: Finance for Creatio
• Works well with: Syntech Bank Statement Import · Syntech Pivot

Want to see it on your data? Book a 30-minute demo or open it on Creatio Marketplace.