Finance
Invoices in multiple currencies with exchange rates, payments recorded against them, expenses filed against your categories and approved by finance admins, a journal ledger, an audit log and a cash-flow view.
See Finance For Finance teams
Books that match the work.
Invoices, expenses, approvals and cash flow live in the same workspace as the deals, projects and people behind them — so finance stops re-keying numbers into spreadsheets.
The problem
What slows finance teams down today
The modules
What you would run on AmDital
CRM & Sales
Quotations built from your product catalog and contracts with signature capture, so finance sees what was agreed before the invoice goes out.
See CRM & SalesProjects & Tasks
Time tracked against tasks and projects lands in timesheets that feed client billing, instead of a monthly export from a separate time tool.
See Projects & TasksAnalytics
Reports and OKRs for the finance team, built on the same workspace data as the invoices and expenses they measure.
See AnalyticsHow it works
A typical workflow, end to end
Bill
Raise an invoice in the client’s currency, send it, and record the payment against it.
Spend
An employee submits an expense with the receipt, filed against one of your categories.
Approve
Finance admins are notified to approve or reject it, and every change is recorded in the audit log.
Track
Watch the cash-flow view, GSTR-1 and GSTR-3B filing status, and TDS deduction and deposit summaries from one place.
When AmDital is not the right fit
If you run several legal entities and need multi-entity consolidation, AmDital doesn't do that today — each workspace keeps one set of books. GST and TDS are tracked, not filed, and payroll calculates gross, deduction and net pay without statutory filing (EPF, ESI, professional tax or Form 16). Keep your filing provider alongside it.
Finance teams · FAQ
Frequently asked
Yes. Invoices can be raised in multiple currencies with exchange rates. Multi-entity consolidation is not available.
No. It tracks GSTR-1 and GSTR-3B filing status and summarises TDS deductions and deposits, so you can see where you stand — the filing itself happens with your existing provider.
Invoices are created, sent and tracked in finance, and payments are recorded against them. Online payment collection is not built yet.
Employees submit expenses against the categories your admins set up, with the receipt attached, and finance admins approve or reject them. Reimbursement status is tracked on each claim.
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