Get paid faster.
Spend smarter.
Create professional invoices, track every expense, send winning proposals and estimates, and reconcile payments automatically — your complete financial back-office, built into Zent CRM.
Finance friction that kills your cash flow.
From manual invoicing to unreconciled payments, Zent CRM's Finance module removes the bottlenecks.
Manual Invoice Creation
Building invoices in Word or Excel wastes hours. Generate branded, professional invoices in seconds from any deal or project record and send them directly from the platform.
No Expense Categorisation
Expense receipts piling up in email inboxes with no categorisation. Log, categorise, and approve expenses from any device — with automatic reporting by department or project.
Proposals Lost in Email
Proposals sent over email get buried or forgotten. Track every proposal's status — opened, viewed, awaiting approval — and follow up automatically when clients go quiet.
Delayed Payment Tracking
Not knowing who has paid, who is overdue, and how much is outstanding. Get a live payment status dashboard for every invoice, with automated overdue reminders sent to clients.
No Estimate-to-Invoice Flow
Creating an estimate in one tool and an invoice in another means duplicated work and errors. Convert approved estimates to invoices in one click — values, items, and client data transfer automatically.
No P&L Visibility
Business owners making decisions without knowing if they're profitable. The Finance module gives you a live profit and loss view across all revenue and expense streams — always current.
Your complete financial toolkit.
Smart Invoicing
Branded invoice templates, recurring billing, payment links, and overdue reminders — all automated.
Expense Tracking
Log and categorise expenses, upload receipts, set budgets, and generate expense reports by project or department.
Proposals & Estimates
Send branded proposals, track views and approvals, and convert accepted estimates to invoices in one click.
Payment Reconciliation
Match incoming payments to invoices automatically, flag discrepancies, and maintain a clean payment ledger.
Know your numbers. Always.
Live P&L views, outstanding invoice summaries, expense breakdowns, and payment timelines — all on one Finance dashboard. Share reports with your accountant or investors in one click.
- ✓Live profit & loss overview
- ✓Recurring invoice automation
- ✓Multi-currency support
- ✓Export to CSV or PDF for accountants
From estimate to payment — automatically.
Zent CRM's Finance module streamlines your entire billing lifecycle.
Estimate
Create a branded estimate with itemised services or products. Send it to the client with one click and track when they open it.
Propose
Convert to a full proposal with terms and scope. Collect electronic approval and signature directly in the platform.
Invoice
Convert the approved proposal to a tax invoice in one click. Attach a payment link from Paystack, Flutterwave, or Stripe.
Reconcile
Payment received? The ledger updates automatically. Overdue? A reminder goes out. Your books stay clean without manual effort.
See the Finance module in action.
Get a live walkthrough of invoicing, expense tracking, proposals, and payment reconciliation for your business.
- ✓Invoice creation and recurring billing demo
- ✓Estimate-to-invoice conversion walkthrough
- ✓Live P&L and expense report views
- ✓30-day free trial, no credit card needed