In progressPartial implementation

Finance workspace

Finance

Finance is intended to connect invoices, expenses, budgets, approvals, and operational reporting in a controlled financial workspace.

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makerbay / finance

Finance workspace

Today's workspace

Focused work

The information and actions appropriate to this module.

Role aware

Platform access follows each person's responsibility.

Accounts Payable for vendor bills, payments, and approvals
Accounts Receivable and invoicing routes
Expenses, procurement, vendors, budgets, cost tracking, and reports

Illustrative Makerbay Finance workspace

In the application

What teams can do with Finance.

Finance capabilities are currently delivered through organisation-scoped operational modules, including vendor bills, payments, approvals, invoices, expenses, budgets, and reporting entry points.

Finance is in progress: several finance modules are available, while a single consolidated finance workspace is still being developed.

Accounts Payable for vendor bills, payments, and approvals
Accounts Receivable and invoicing routes
Expenses, procurement, vendors, budgets, cost tracking, and reports

Capabilities

A focused module, connected to the Platform.

Invoices and billing workflows
Expense capture and review
Budgets and spend visibility
Approval-ready financial records
Customer and supplier transaction context
Reporting for operational decisions

Core concepts

Financial records

Bring invoices, expenses, and supporting context into a consistent operational record.

Controlled approvals

Use Platform roles to ensure the right people can submit, review, and approve financial work.

Decision context

Connect spend and billing activity to the teams, customers, or projects that need visibility.

Workflow in the application

  1. Step 1

    Capture or manage a vendor bill or other financial record.

  2. Step 2

    Route the item through the relevant payment or approval work.

  3. Step 3

    Use the related finance module to continue invoicing, expense, or budget work.

  4. Step 4

    Review the financial context from the appropriate operational report.

Platform-controlled roles

Access follows responsibility.

Organisation administrators set access boundaries.

Finance administrators manage financial records and operational views.

Approvers act on records assigned to their approval role.

Contributors submit and follow the financial work available to them.