Invoicing under your numbering
Your own series with a yearly sequence, lines with their VAT, voiding that keeps the number, three A4 layouts, server-side PDF and Facturae XML.
In production
Business module
Finance
Issue your invoices, collect what you are owed and project cash day by day six months ahead, without leaving the system where the work already lives.
Finance is the invoicing and treasury module of iERP: your own series with sequential numbering, recurring and bulk issuing, partial payments that keep the debt alive, PDF printing and Facturae XML, a SHA-256 chained issuing register, bank accounts with statement import, scored reconciliation and a six-month cash calendar with scenario simulation.
What it does
What Finance does
The same circuit for a three-person practice as for a two-hundred-strong engineering firm: the volume changes, the way of working does not.
Live debt, not a total
One invoice takes several partial payments: the outstanding amount drops on its own, and due dates and debt ageing come from the data, not from a spreadsheet on the side.
Recurring and bulk
Monthly, quarterly or annual templates that issue themselves — or stop at draft — and invoicing of a whole batch of delivery notes without billing any of them twice.
Banks and scored reconciliation
Import the statement as CSV or Excel, duplicates are dropped for you and every entry is scored against your invoices: a high score reconciles outright, a middling one is offered with the rule in plain sight.
Six months of cash, with scenarios
A day-by-day calendar and a simulator that delays collections, adds bad debt, moves income and draws on credit lines to show you where the squeeze appears before it arrives.
Chained, verifiable register
Every issue seals a SHA-256 hash chained to the previous one, and the chain can be checked whenever you like. Ready for VERI*FACTU the day you have a certificate.
How the AI runs it
How the AI runs it
Ask in plain language for what you would do by hand: the agent looks things up, proposes and executes with your permissions, not its own.
The agent looks things up and proposes, but asks for confirmation before writing. Every action lands in the audit log, flagged as an AI action and under the permissions of whoever asked for it.
379 published actions an agent can execute in iERP.
Issue this month's recurring invoices and tell me which customers are left with overdue debt.
economico_plantillas_generar 3 drafts ready
I have prepared the three contracts due this month; they stay as drafts until you confirm the issue. Counting what is already issued, four customers are carrying overdue debt — I will list them by outstanding amount and days late.
- Which statement entries are still unreconciled, and which ones can I match in one click?
- Simulate cash ninety days out if our biggest debtor pays a month late.
Works with
Finance does not invoice alone
CRM brings the customer, Projects brings the certified hours and Automation triggers whatever repeats. Same database, same permissions: nothing to integrate and nothing to keep in sync.
CRM
In production
Customers, opportunities, pipeline and one-click conversion of a won deal into a project.
View module
Projects
In production
Portfolio, milestones, tasks, time booking, certifications and project economics.
View module
Automation
In production
Flow canvas, triggers and steps with human intervention across modules.
View module
Questions about Finance
What people ask before deciding.
Yes for invoicing: iERP issues under your numbering, prints to PDF and generates the Facturae XML. It does not replace your accounting — there are no journal entries or chart of accounts — and the VERI*FACTU signature needs your certificate.
Shall we look at it with your invoices?
Half an hour, your real processes, no strings attached.
Available in: Essential · Invoicing