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Finance Management: Streamline Your Financial Operations

Corexta’s Finance Management is designed to simplify and optimize your agency’s financial processes, from tracking expenses and managing budgets to generating detailed financial reports. Sign up for a free trial today and see how Corexta can transform your financial management.

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.

Ready to streamline your Finance Management? Sign up for a free trial of Corexta today and see the difference for yourself.

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.

Yes, Corexta allows you to create accurate estimates, helping clients understand the costs involved in their projects upfront.
Corexta offers e-invoicing, enabling you to send invoices electronically for faster delivery and payment processing.
Log all expenses in Corexta, categorize them, and generate reports to monitor your spending and stay on budget.
Yes, Corexta supports bank account integration, providing real-time tracking of transactions and balances.

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