Professional and Business include accounting tools for tracking financial activity inside the workspace.What to reviewBank and cash account balances.Invoice, payment, expense, and credit note conversion into accountin...

Account Balances helps Professional and Business users track cash, bank, and payment movement inside the CRM workspace.What it can trackCash and bank accounts.Opening balances.Money in and money out records....

Expense and reconciliation workflows help keep operating costs and payment records organised.Recording expensesAdd supplier or operating costs promptly.Use categories consistently.Attach receipts, invoices, o...

Perfexly can be extended with integrations, but accounting integrations should only be enabled after credentials, sync direction, and workflow testing are clear.Current setupProfessional and Business currently use the built-in...