Financial Management & Reporting
Eliminate manual accounting work and gain real-time financial visibility across all operations. Seamless integration with Xero for automated invoicing and comprehensive reporting.
Xero Accounting Integration
Seamless two-way synchronization with Xero for automated billing, invoice tracking, and payment management.
- Automatic invoice creation in Xero from deliveries
- Two-way sync (Cofinet ↔ Xero) for real-time updates
- Invoice status tracking (draft, submitted, paid)
- Payment status updates and aging reports
- Supplier bill tracking from purchase orders
- OAuth 2.0 authentication with secure tenant connection per office
- Webhook integration for real-time updates from Xero
- Multi-office Xero organization support
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Financial Reporting & Analytics
Comprehensive financial visibility with real-time dashboards, contract tracking, and performance analytics.
- Contract financial summary (total value, delivered value, invoiced amount)
- Payment status monitoring and outstanding balance tracking
- Total invoiced amount (all time and period-based)
- Total paid amount and collection rates
- Outstanding receivables with overdue invoice alerts
- Recent invoices overview and payment trends
- Cost tracking (purchase orders, inventory valuation, write-offs)
- Profit margin calculation per sale
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Key Business Benefits
Transform your operations and drive measurable business results
Operational Efficiency
- Eliminate manual invoice creation
- Automated payment tracking
- Real-time financial status updates
- Streamlined accounting workflows
Financial Performance
- Improve cash flow visibility
- Faster collections with tracking
- Accurate cost and profit calculations
- Reduced accounting errors
Business Growth
- Scalable financial operations
- Multi-office accounting support
- Data-driven financial decisions
- Better financial planning
Risk Management
- Complete audit trail
- Overdue payment alerts
- Compliance documentation
- Financial reconciliation