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Financial Accounts
Manage all your financial accounts in one place — bank accounts, cash registers, credit cards, and more. Finsense gives you real-time balance tracking, drag-and-drop reordering, group-based access control, and the ability to convert account currencies with all linked transactions.
Key Capabilities
Support for cash, bank, card, and custom account types
Real-time balance tracking with per-currency totals
Drag-and-drop reordering saved to the server
Group-based visibility — control which teams see which accounts
Currency conversion — convert an account and all linked transactions
Active/inactive toggle for seasonal or closed accounts
PDF and CSV export of account data
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