Accounting and Financial Management That Connects to Your Business
Get real-time visibility into your general ledger, payables, receivables, payments, and reporting, all in one connected system that gives you the clarity to make confident decisions.
Financial Management brings your general ledger, accounts payable, accounts receivable, and reporting together in one connected system, so your numbers stay in sync. Automated workflows mean less time spent reconciling by hand and more time using what you see to make confident, informed decisions.
One connected system that gives you a clear, real-time picture of where your business stands.
Financial Management can operate on its own or connect with other CTI solutions. Manage your chart of accounts, payables, receivables, payments, and reporting in one place, while transactions from Inventory & Purchasing, Field Operations, and other applications can flow into your financials automatically. That means less duplicate entry and a clearer view of what is happening across the business.
A Closer Look
See Financial Management In Action
Every application below gives you the visibility and control to run your books with confidence, and flexibility to match how your business operates.
Confidence In Every Entry
Post journal entries with built-in balance validation, so nothing hits your general ledger until it's right. Add a review step whenever you want extra oversight, without ever switching systems.
- Straightforward journal entry for everyday bookkeeping
- Journal entries with saved drafts
- Optional approval step as you grow
Pay Your Bills Your Way, From Day One
Enter a bill, approve it, and pay it, by check or electronically. Tie invoices to purchase orders, code them to a budget or department (optional), and set up recurring bills for the vendors you pay every month, all in a few clicks.
- Enter and pay vendor bills in a few clicks
- Print checks or pay electronically, your choice
- Look up any past payment in seconds
- Set up recurring bills for regular vendors
Get Paid Faster, With Less Chasing
Send invoices, track what customers owe, and see who's paid and who's overdue at a glance, so you spend less time chasing payments and more time running your business.
- Send and track customer invoices
- See who's paid and who's overdue at a glance
- Apply payments as they come in
- Run an aging report whenever you need one
One Clear Record Of Every Dollar
Move money in and out by check or electronically, while keeping every payment connected to the bill or invoice it settles. Manage multiple bank accounts, maintain a clear payment history, and make reconciliation simpler so your books stay accurate without extra work.
- Manage multiple bank accounts in one place
- Check and electronic payments
- Payment history tied to the original bill or invoice
- Bank activity that matches your books
Turn Financial Data Into Better Business Decisions
Gain clear insights that help make informed decisions. Customizable reports, key performance indicators, and detailed transaction history make it easier to understand performance, identify trends, and focus on what matters most.
- Monitor business performance through key financial metrics
- Review trends across periods, departments, and budgets
- Customize financial statements
- Connect financial reporting with activity across the CTI System
Built For Growth
Add Control Without Adding Complexity
Turn on the controls that matter to your business, and keep every process accurate, timely, and stress-free.
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Approval Workflows
Add a review step before bills or journal entries post, so spending is verified before it happens.
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Posting Controls
Every entry is validated and tied to the right period before it hits the general ledger.
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Audit History
Every invoice, payment, and journal entry traces back to who entered it and when.
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Department & Budget Coding
Tag transactions to a department or budget line whenever you need that level of detail.
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Recurring Transactions
Set up templates for the bills and entries you handle every month, so you're not re-entering the same thing twice.
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Check & ACH Processing
Print checks on your own stock or pay vendors electronically, from the same screen.
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Purchase Order Matching
Tie an invoice back to the purchase order it came from, so what you're billed matches what you ordered.
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Role-Based Permissions
Control who can view, enter, or approve transactions, so access matches each person's role.
Implementation
A Guided Path To Go-Live
Review Your Process
We review how your accounting works today and where the gaps are.
01Configure & Migrate
We configure the system to match how your business operates and migrate your existing data.
02Review, Test & Train
Before anything goes live, you and your team test it and get trained on how to use it.
03Go Live & Support It
Once you're up and running, we're the ones you call when something needs to change.
04Fits Your Business
Configured Around Your Business
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Flexible Chart Of Accounts
Set up around how your business is actually organized, not a generic template.
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Custom Approval Processes
Review steps that match who's actually involved in approving spending at your business.
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Industry-Specific Requirements
Decades of experience with the reporting and structure telecom and utility companies need.
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Custom Reports
If the report you need doesn't exist yet, we build it.
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New Functionality Built When Needed
The system adapts to your business, instead of forcing you into one rigid process.
Common Questions
Financial Management, Explained
Can this replace our current accounting software?
In most cases, yes. Financial Management covers the general ledger, accounts payable, accounts receivable, and reporting, so it's built to be your accounting system, not a bolt-on to it.
Can we start with only selected applications?
Yes. You can start with the piece you need most, like Accounts Payable, and add the rest of the modules later as your business grows.
Can you migrate our existing data?
Yes. Bringing over your accounts, vendors, and history is part of implementation, not something you're left to handle on your own.
Can the system be customized?
Yes. Your chart of accounts, approval process, and reports can all be configured around how your business actually runs, and we build new functionality when you need something the system doesn't already do.
How does it connect with other CTI applications?
Financial Management is part of the same system as Inventory & Purchasing, Field Operations, and Property Management, so activity from those modules can flow into your books instead of being entered twice.
Can we control who has access to what?
Yes. Role-based permissions control who can view, enter, or approve transactions, so a bookkeeper, an approver, and an executive each see exactly what their role needs.
What determines implementation time and cost?
Mainly how many accounts, vendors, and employees need to be brought over, and which applications you start with. Visit our pricing page for a general breakdown, or contact us for a plan built around your business.
