Finance

Run your finances in one place — from invoicing and payments to expenses, reconciliations, budgets, and reports.

Finance Overview

Run your finances in one place — from invoicing and payments to expenses, reconciliations, budgets, and reports. IXL CORE Finance keeps your records clean, your cash flow visible, and your decisions backed by real numbers.

Get a clear view of your business finances without digging through spreadsheets. Track income, expenses, receivables, and payables in one workflow. See what’s due, what’s overdue, and what needs action this week.

IXL CORE Finance brings together banking, transactions, bills, and journals so your books stay consistent. Record day-to-day activity properly, then reconcile to confirm your numbers match the bank. This keeps reporting accurate and audit-ready.

Stay in control with budgets, chart of accounts, and real-time reports built for decision-making. Monitor trends, spot leaks early, and keep cash flow predictable. Your finance team (or admin) always knows where the business stands.

Dashboard

Know Your Cash Position at a Glance

See income vs expenses, outstanding invoices, and upcoming bills in one view.
Track what needs follow-up today — overdue customers, unpaid bills, and approvals.
Make faster decisions with clean summaries and drill-down detail when needed.

Bank Rules

Create Rules for Ease of Posting.

Drill Down

Snapshot of each line of Expense/Income

Control & Roles

Set Roles so changes are controlled.

Sign In
Sign Up
Graph
Last Month Sales
R145.890
+13.5%

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Banking & Transactions

Record Every Transaction Properly

Capture bank activity, transfers, and day-to-day transactions consistently.
Use registers and transaction views to keep entries clean and easy to review.
Reduce errors by keeping supporting notes and references attached to entries.
RECONCILIATION & REPORTS

Reconcile Fast. Report with Confidence.

Reconcile accounts to confirm your books match the bank and fix gaps early.
Track budgets, category spend, and account balances with clear controls.
Generate reports that support smarter planning, pricing, and growth decisions.
Tue

20

Bank Rules

1 %

Time Used

56 min

Some other

8h 45m

Jun

17

Bank Rules

1 %

Time Used

30 min

Some other

6h 45m

Bank

One Bank Lmited

R 1
15%
0
Achived
0
Fulfilled
FAQs

Questions about service?

1. What can I manage inside the Finance module?
You can manage your day-to-day finances in one place: invoicing, payments, expenses, banking transactions, reconciliations, budgets, and reporting.
2. Do I need an accountant to use IXL CORE Finance?
No. The module is designed for business owners and admins to record and track finances clearly. An accountant can still support you when needed, but your records won’t depend on them.
3. Can I track both money coming in and money going out?
Yes. You can track income (invoices and payments received) and costs (expenses, bills, and other transactions), so your cash position is always clear.
4. How does reconciliation work in IXL CORE?
Reconciliation helps you confirm that what’s in your system matches your bank activity. You review transactions, match them, and fix any missing or incorrect entries before reporting.
5. Can I set budgets and monitor performance?
Yes. You can create budgets and compare actual spend against your plan, making it easier to control costs and avoid surprises.
6. Will Finance connect to other IXL CORE modules?
Yes. Finance works best when connected to Sales & CRM (quotes → invoices), Operations (project billing), and Supply Chain (purchases and stock-related costs), so your records stay consistent across the business.

Keep exploring more Services

Sales & CRM

Run your entire sales process in one place — customers, leads, pipeline, quotes, proposals, and…
Explore now

Marketing

Plan and run campaigns with structure, not guesswork. Automate follow-ups, keep messaging consistent, and track…
Explore now

Operations

Run day-to-day work with clarity and control. Assign tasks, track progress, and manage delivery in…
Explore now

Human Resources

Keep HR records organised and easy to manage. Track staff information, leave, and timesheets in…
Explore now

Supply Chain

Stay in control of stock, purchasing, and movement of items. Track inventory levels, manage purchases,…
Explore now

Start now.
Get Started for Free

Subscribe to Our Newsletter!

    Create your account

    Already have an account?