Finance
Payments, bank statements and financial analytics in one loop with your CRM.
Typical pains
- Bank statements are entered manually
- No single view of payments and receivables
- Reports are rebuilt in Excel every month
What this is
Finance on Creatio means payments, bank statements, receivables and financial analytics next to deals and customers. SYNTECH is a Creatio partner and a developer of Creatio Marketplace applications.
Use cases
- Automatic import of bank statements
- Receivables control
- Pivot-based financial analytics without Excel
Benefits
- Less manual payment entry
- One view of cash flow
- Reports refresh themselves
Industries
- Distribution and wholesale
- Service and project companies
- Manufacturing
Solutions in this category
Financial Management for Creatio
Financial management on Creatio: budget planning and forecasting, transactions and expenses, bank and customer balances, approval workflows and P&L and cash flow dashboards.
Bank Statement Import for Creatio
Import bank statements into Creatio from PrivatBank, Monobank and FUIB: multiple legal entities, automatic payment recognition and invoice status Paid.
Syntech Pivot for Creatio
Interactive pivot tables inside Creatio: drag-and-drop designer, sum/count/avg/min/max, date grouping, drilldown to records, calculated columns and charts.
Frequently asked questions
Does this replace accounting software?
No. It covers management finance and analytics inside Creatio, while statutory accounting stays in your accounting system.
Related resources
Next step
15–30 minutes, no slide decks: we show the solution on your data and tell you if it fits.