Finance visibility
CRM-connected finance and payment dashboard
A finance dashboard that reads CRM deal records and presents payment schedules, recorded transactions and deal details together.
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The business challenge
Finance teams need to compare what is due with recorded payments without piecing together multiple screens.
What we built
- Search and filter deal records sourced from Zoho.
- Display payment schedules alongside recorded transactions.
- Bring deal economics and related information into a detail view.
The business value
Designed to help teams review payment information with less manual consolidation.
Next step
Have a similar task in your business?
Book a meeting to discuss what your team does today and where automation could help.