Overview
The Finance area handles your organization’s core financial operations: billing customers, managing supplier relationships, and processing purchases. It is not a full accounting system, but covers the transactional layer that connects to your products and services.
Key Concepts
- Invoice — A billable document sent to a customer for products or services delivered. Invoices track their own status through draft, sent, and paid states.
- Supplier — An external party your organization purchases goods or services from. Supplier records hold contact details, payment terms, and transaction history.
- Bill — An incoming payable from a supplier. Bills are matched against purchase orders where applicable.
- Purchase Order (PO) — A formal request to a supplier to deliver goods or services at an agreed price. POs can be raised before the work starts and matched to the resulting bill.
What You Can Do
- Create, send, and mark invoices as paid
- Manage your supplier directory and update payment terms
- Record incoming bills and match them to purchase orders
- Raise purchase orders and track their fulfillment status
- Review outstanding payables and receivables at a glance
- Monitor AI providers as finance-owned suppliers, including draft contracts, open setup work items, and linked billing/usage pages
- Review committed AI spend and setup gaps from the dedicated
/finance/spend/aiworkspace
Route Guide
/finance— Finance overview workspace/finance/spend— spend hub for suppliers, bills, expenses, and AI spend summary/finance/spend/ai— dedicated AI supplier spend and utilization workspace/finance/suppliers/[id]— supplier detail, including AI finance context when the supplier is linked to a provider