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Financial Tools

Track who owes you, create professional invoices, manage your inventory, and set up installment plans \u2014 all from the same platform you use to message customers. No separate accounting software needed.

What It Does

Every Naira Accounted For

From credit sales to inventory counts, these tools replace the notebooks, spreadsheets, and guesswork that cost Nigerian businesses money every day.

Debt & Credit Book

Track credit sales, loans, and advance payments. See who owes you at a glance. Set automatic WhatsApp reminders for overdue balances. Accept partial payments.

Invoice & Quotation System

Create invoices, quotations, proforma invoices, receipts, and credit notes. Send via WhatsApp. Track payment status. Professional formatting with your business details.

Inventory Tracking

Add stock quantities to products. Track every sale, restock, adjustment, return, and transfer. Get WhatsApp alerts when stock runs low or items are about to expire.

Installment Plans

Create weekly, biweekly, or monthly payment plans. Set grace periods and late fees. The system generates payment schedules and sends automatic reminders.

Receipt Scanner

Take a photo of a payment receipt. AI reads the amount, date, and reference. Automatically matches it to the correct debt, invoice, or installment.

Price Negotiation Tracking

Record every price discussion with customers. Track outcomes, discounts given, and negotiation patterns. Know your average discount per customer.

How It Works

Simple Steps, Powerful Results

No accounting degree required. Record a transaction, and the system handles the rest.

1

Record the Transaction

When you sell on credit, create an invoice, or add stock, the system records it instantly.

2

Automatic Tracking

The platform tracks every payment, stock movement, and outstanding balance in real time.

3

Smart Reminders

Overdue payments, low stock, and upcoming installments trigger automatic WhatsApp notifications.

4

Snap and Match

Take a photo of any payment receipt. AI reads it and matches it to the right record.

Common Questions

Frequently Asked Questions

Do I need accounting knowledge?

No. The system uses simple language. \u201cWho owes you\u201d instead of \u201caccounts receivable\u201d. If you can use WhatsApp, you can use this.

Can I track both who owes me AND who I owe?

Yes. The debt book works both ways. Track credit you have given to customers and credit you have received from suppliers.

What happens when stock runs out?

You get a WhatsApp alert when stock drops below your set minimum. You can also set alerts for items approaching their expiry date.

Can customers pay in installments?

Yes. Create a payment plan with any schedule \u2014 weekly, biweekly, monthly, or custom dates. The system tracks each payment and sends reminders automatically.

Ready to Take Control of Your Finances?

Start your free trial today and see how simple financial management can be when it lives inside your CRM.