FEATURE OVERVIEW

Business finance tools that work together

IST Finance provides structured financial recording, reporting and workflows for companies that want a clearer picture of daily activity.

Company accounting

Record cash and bank movements, categorized income and expenses, and balanced ledger transactions.

Customer invoices

Issue PDF invoices, record partial or complete payments and track unpaid amounts.

Supplier bills

Maintain supplier dues and outgoing payments with their supporting bill history.

Budget reviews

Plan spending and compare actual costs against budgets on eligible company plans.

Expense review workflow

Team members can submit requests for review; only authorized roles can approve or reject them.

Reporting and exports

Review trial balance, profit and loss and balance sheet. CSV, XLSX and PDF exports depend on plan settings.

Company teams

Grant specific roles to owners, finance administrators, accountants, approvers, employees and viewers.

Platform controls

Platform administrators manage plan definitions, company access, payment verification and configuration.

Every financial record should have a clear source and an appropriate reviewer.

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