Apps/Finance

Invoice, spend and report with confidence

Part of Apps · apps.calimatic.com

Billing, expenses, budgets and reporting in one place — with the numbers reconciled, not guessed.

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What Finance does

Get paid

  • Invoices, recurring invoices and credit notes
  • Quotes that convert to invoices
  • Payments, reconciliation and aging reports

Control spend

  • Expenses, corporate cards and mileage claims
  • Budgets, cost centers and budget transfers
  • Vendors and purchase orders with approvals

Report

  • P&L, cash-flow and revenue dashboards
  • Tax rates and revenue schedules

Guardrails

  • Duplicate-invoice detection and unusual-spend flags
  • Approval chains and delegated approvals

When agents run inside Finance

A finance agent can draft invoices, categorize expenses and prepare reports. Money movement is where scope and audit matter most — the control layer issues scoped, short-lived payment credentials and records every action.

Every agent gets an identity, a scope it cannot exceed, scoped short-lived credentials and an audit trail — the same control layer under every hub. See the control layer.

Finance is one of the nine hubs inside Apps. Take it on its own, or combine it with the others — they share one login, one set of records and one integration layer. See all nine hubs.

See Finance on your data

Tell us how your team works today and we will show you exactly how Finance fits.

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