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Financial Tracking & Projection

Pain Point We Solve

Disconnected financial and operational systems causing poor visibility into current obligations and future cash flow, inability to proactively manage cash flow, manual reconciliation of invoices and payments, and lack of real-time financial insights—leading to cash flow crises, missed opportunities, and reactive financial management.

What It Is

A comprehensive financial management system that integrates with ERP accounting modules (SAP, Navision) to provide real-time visibility into current financial obligations and future payment projections. It combines CRM for business partners, current invoice status (IOS), and payment projection milestones into one unified platform.

Why We Developed It

To eliminate financial blind spots by connecting operational data with accounting systems, enabling proactive cash flow management through real-time financial status tracking and milestone-based payment projections that help businesses anticipate and plan for future financial obligations.

Client Benefit

Achieve complete visibility into current financial obligations and 6-month cash flow projections, reduce late payments by 50%, improve cash flow planning accuracy by 70%, and make proactive financial decisions with real-time data synchronized directly from your accounting system.

Key Features

  • CRM Integration: Direct SQL synchronization with ERP accounting modules (SAP, Navision) for real-time business partner data
  • Automatic partner categorization (Customers, Suppliers, Partners) with full contact information
  • IOS (Current Status Report): Real-time snapshot of all open invoices and obligations
  • Dual import scenarios: SQL Direct Sync (recommended) or Excel import for flexibility
  • Monthly financial overview: 7-month projection showing amounts to collect and pay
  • Detailed invoice breakdown with partner names, due dates, and payment status tracking
  • Three key metrics: Total Receivables, Total Payables, and Net Position
  • Payment Projection: Purchase Order (PO) based milestone management
  • Customer payment milestones: advances, installments, final payments
  • Supplier payment milestones: equipment purchases, materials, services
  • Actual vs. planned tracking for both collections and payments
  • Visual cash flow chart: Monthly projection with collection and payment trend lines
  • Alert system: 7-day (urgent), 15-day, and 30-day milestone filters
  • Hyperlinked documents: PO numbers, quotes, and project references open detailed popups
  • Real-time financial dashboard with drill-down capabilities by month
  • Integration with EVIA IP platform for complete business process visibility