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Finance

Quoting, invoicing, payments, accounting, and recurring billing. A complete financial operations system that connects to your CRM and project data.

What's inside Finance

01

Quotes

Create and send professional quotes with line items, taxes, and terms. Convert accepted quotes to invoices instantly.

02

Invoices

Professional invoices with payment tracking, reminders, and online payment links.

03

Accounting

Chart of accounts, journal entries, bank reconciliation, and financial reporting.

04

Recurring Billing

Automated recurring invoices and subscription management with schedule tracking.

05

Budgets

Set and track budgets by project, department, or category.

Shared Data

Finance shares data with every other app in 90mod. A contact in CRM is the same contact in Support. An invoice references the same project. No sync required.

Role-Based Access

Control who can see and do what within Finance. Owner, admin, manager, and member roles with record-level security.

AI-Powered

Mod AI understands Finance data. Ask questions, get recommendations, draft content - all within context of your business.

Ready to see Finance in action?

Finance is part of 90mod — the managed business operating system. One system, one bill, one team that keeps it running.

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