Finance Management: Streamline Your Financial Operations
Proposals
Estimates
Invoices
Payments
Credit Notes
Expenses
Bank Accounts
E-Invoice
The all-in-one clientflow platform for those who do it all
What are Feature you can get from your crm software
Task managment
Manage
All Bills
Project Roadmap
HR
Admin Panel
Cyber
Security
Time
Tracking
Attendance Count
And
Many More
Financial Proposals
Corexta’s proposal feature allows agencies to draft and manage client proposals efficiently, improving the chances of winning new business.
Providing Accurate Estimates
Generate precise estimates quickly, helping clients understand project costs and setting clear expectations.
Enhancing Invoicing Efficiency
Professional invoicing capabilities ensure timely and accurate billing, improving cash flow and reducing administrative burden.
Managing Client Payments
Track and record all client payments, ensuring your financial records are always current and accurate.
Issuing Credit Notes
Handle returns and adjustments smoothly with the ability to issue and manage credit notes directly within the platform.
Tracking Expenses
Log and categorize expenses efficiently. This will give you clear insights into your spending and help you manage your budget better.
Integrating Bank Accounts
Real-time bank account integration allows you to track all transactions and balances, providing a comprehensive view of your financial status.
Sending E-Invoices
E-invoicing ensures faster delivery to clients and quicker payment processing, enhancing your financial operations.
How to Get Started
01
Proposals
Draft detailed proposals directly within Corexta. Customize templates, add project specifics, and send them to potential clients.
02
Estimates
Create accurate estimates using Corexta’s intuitive interface. Include all necessary details and send them to clients for approval.
03
Invoices
Generate invoices from completed estimates or time-tracked. Customize your invoice templates and send them directly to clients.
04
Payments
Record payments received from clients. Track outstanding balances and send reminders for overdue invoices.
05
Credit Notes
Issue credit notes to manage refunds or adjustments. Track their status and ensure all financial records are accurate.
06
Expenses
Log every expense incurred. Categorize them for better tracking and generate expense reports to analyze spending patterns.
07
Bank Accounts
Integrate your bank accounts with Corexta. Monitor real-time transactions and maintain an up-to-date view of your financial health.
08
E-Invoice
Utilize e-invoicing to send invoices electronically. Speed up the billing process and enhance client payment turnaround times.
Frequently Asked
Question
Use Corexta's proposal feature to draft, customize, and send detailed proposals to potential clients, increasing your chances of securing new business.