Track balances, move funds between supported accounts, manage conversions, and keep treasury decisions under control.
Organizations
Marcus Hillmarcus@north.exampleOwner
Elena Parkelena@north.exampleAdminExecutor
Aisha Rahmanaisha@north.exampleCollaboratorSent by Elena ParkOct 23, 3:05 PMExchange funds across supported currency balances with live rates, clear costs, and approval controls in one place.
Build a payment batch across vendors, entities, and supported currencies.
Collect international payments through local account details, hold balances in supported currencies, and convert when you choose.
No. Your ERP or accounting system remains the system of record.
Yes. It compares invoices, POs, and receiving records at the line level.
Differences outside configured tolerances are flagged for review.
Yes. Payments are optional and can be managed individually or in batches.
No. Keep your existing company-issued corporate cards. No card migration required.
Yes, where a direct connection is supported. You can also upload card statements for reconciliation.
By text, email, web upload, or mobile. Finofo extracts the details and prepares the expense for review.
Transactions are matched to receipts using merchant, amount, currency, and date. Uncertain matches are suggested for review, while missing receipts are flagged.
Employees can provide the receipt or complete a lost receipt declaration, with supporting evidence where required.
Yes. Approved personal expenses and mileage claims can be reimbursed through Finofo or marked as paid externally.
Yes. Configure multi-step team and finance approvals, bulk review, and automatic self-approval prevention.
Yes. Approved corporate card expenses and reimbursement payables can sync to supported accounting systems, with export options available.
No. Start with a PO directly, import one, or request approval first when needed.
Yes. Imported or synced POs can be used for matching.
Yes. Receiving records can reflect partial deliveries or accepted services.
No. It focuses on purchasing controls and invoice matching, not warehouse stock.
Finofo can assess API, file-based, export, or custom-tool options for your requirements.
No. The accounting system stays the system of record.
Yes. File-based integration can be used when it fits the system.
No. Scope, supported access methods, and timing are confirmed before implementation.
Yes. Comments can stay attached to a document, field, line, or exception.
The mention can create a task in that person’s inbox.
Yes. Supporting files and discussion stay with the approval record.
Yes. Document activity is kept in a shared audit timeline.
Yes. Contracts link directly to invoices, while blanket POs track linked child POs.
Committed spend comes from linked POs; invoiced spend comes from the related invoices.
Yes. Track dates and set reminders for reviews and cancellation periods.
Yes. Linked invoices can be checked against expected billing amounts.
Yes. Statement lines can be checked against internal invoice and payment records.
Yes. Credits reduce the outstanding amount and are recorded in the settlement history.
Yes. Reversals are logged and can change the remaining balance.
Prior payments, applied credits, the current payment, and outstanding balance.
Yes. They can review supporting context and act from mobile.
Yes. Approval chains and groups can follow company policy.
Yes. Comments and mentions stay attached to the request.
Yes. Approvals, edits, and rejections are tracked on the transaction.
Yes, for supported payout currencies and routes.
Yes. Batches can follow configured approval policies.
Yes. Payment notifications can include detailed remittance information.
They can be synced or exported according to the integration setup.
Yes, between supported currencies.
Yes. Review the rate and conversion amount before confirming.
Yes. Conversion requests can follow configured approval workflows.
Availability depends on the supported currencies, routes, and operating conditions.
Yes. Supported entities can be viewed and managed in one workspace.
Yes, between supported account configurations.
Yes. Finofo supports multi-currency balances.
Yes. Roles and approval policies can be configured.
Yes, in supported markets and currencies.
No. Supported currencies can be held and converted when you choose.
Yes. Incoming transfers appear in transaction history and account activity.
Supported payment records can be synced or exported according to the configured integration.
Yes. The site lists SAML SSO with supported identity providers.
Yes. Organization-level MFA is described on the security page.
Yes. Approval and user activity history is logged.
Finofo can provide relevant security information for your procurement or vendor review.
Yes. Days payable outstanding is a dedicated reporting area.
Yes. Exceptions can be viewed by count, value, and related documents.
Yes. The page describes custom saved reporting views.
No. Insights is an operational AP reporting layer alongside accounting reports.
Yes. It handles GST, HST, PST, and QST at the invoice-line level.
Yes. Mixed taxable, exempt, and zero-rated lines can be handled separately.
Yes. Finofo describes its AP data hosting as Canadian.
No. It surfaces tax detail and variances so finance can review before posting.
Finofo keeps pricing predictable. Obtain an instant personalized pricing estimate at our pricing page. Our pricing is dependent on the features you want and your scale estimated via invoice volume, number of users, and entities.
Anyone with login access who can view, approve, or process invoices is a unique user. They can be assigned to as many entities as you need but will only be counted once for billing purposes. A unique entity is a legal entity with its own suppliers, bank accounts, or general ledger in its ERP.
The average monthly invoices processed through the platform across all entities.
Yes. For volumes above the upper slider limits, the plan can be extended. The estimator can still be used as a reference point.
Yes, we’re always open to supporting good causes and promising startups. Tell us more about your organization and how you plan to use our platform, and we’ll explore special pricing or tailored solutions to best support your goals.
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