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Financial Management · Financial Accounts

Account management — cash, banks and cards

Manage bank accounts, cash registers, and cards.

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Financial Accounts — Finsense

All your business accounts in one place

Manage bank accounts, cash registers, and cards.

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.

Reorder accounts with drag and drop, restrict visibility by team, and convert an account's currency together with all linked transactions. Every account is fed by the expenses, income and transfers recorded in the system, so the balance you see always matches reality.

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

Related features

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14 days full access · No commitment · Cancel anytime