Finmap

Open Finmap, connect your bank accounts, and within minutes you’ll see a live picture of money moving through your company. Start by linking the services you already use—banks, payment processors, crypto wallets, accounting tools, and your CRM. Import recent history to fill gaps, then map categories to your own chart so spending and income land where you expect. Set a home currency, enable multi-currency, and choose how to treat taxes. Add customers and vendors to track who owes you and who you owe. If you run projects or separate business lines, create tags and assign transactions so profitability is clear from day one.

Use Finmap as your daily command center. The dashboard shows total liquidity across accounts, today’s expected inflows and outflows, overdue invoices and bills, and upcoming obligations. The payment calendar projects when balances will dip, highlighting days you risk a shortfall. Plan payroll, rent, and supplier payments with confidence: shift dates, split payments, or create transfers between accounts to cover gaps. Test quick “what-if” scenarios—delay a purchase, bring forward a collection, or trim spending—and instantly see the impact on runway. Set alerts so you’re notified before a crunch happens, not after.

Reporting is automatic and action-ready. Profit and loss, money-in/money-out statements, receivables, and payables update as new data syncs. Filter by store, region, channel, or project to understand where profit is made or lost. Export to CSV/XLS/PDF or share read-only links with partners and investors. Recurring transactions cut busywork, and rules clean up messy bank descriptions. Multi-currency is built in with automatic FX rates, while crypto holdings can be tracked alongside fiat balances. If you sell on marketplaces or use multiple PSPs, reconcile payouts to orders and fees so net margin stays transparent. Connect your CRM to turn pipeline stages into forecasted cash, then compare planned receipts to actual collections with aging lists and follow-up reminders.

Collaborate without oversharing. Give your bookkeeper access to reconciliation only, let managers see their team’s budgets, and reserve sensitive bank accounts for owners. Audit trails record changes for accountability. For projects and business lines, tag costs and income to see real-time margins, then decide which campaigns to scale or stop. If you need a second opinion, book time with Finmap’s finance specialists to tune setup, interpret metrics, and design board-ready summaries. Thousands of banks and services (2,000+) are supported and new connectors roll out regularly. Finmap is used by more than 1,600 companies worldwide—especially helpful for SMBs in emerging markets—so you can steer the business without a finance degree.