Finance Hub · Available now

See where the business stands without losing the job context.

Finance Hub connects CSV-led reconciliation, supplier bills, evidence, reports, and job profitability to the operational records already moving through FlowMotive.

Tenant-specific records · User-confirmed finance actions · Australian financial-year support
Owner snapshotIllustrative
Cash movement$13,372Current selected range
Needs review4Transactions and evidence
Job margin38.4%Completed work with costs
ReconciliationBalancedLatest completed period
Automatic bank connectionsComing soon
One connected finance workspace

Move from daily records to a reviewable financial trail.

Every action remains scoped to the active tenant and keeps the source record, review state, and audit history visible.

01

Review and reconcile

Import CSV statements, review suggested invoice and supplier matches, split transactions, confirm transfers, and close balanced periods.

02

Track bills and evidence

Keep supplier bills, credits, partial payments, receipts, attachments, and review history in the same tenant-specific workspace.

03

See real job profitability

Bring invoice revenue, materials, labour time, service income, provider fees, and completed-job costs into one operational margin view.

04

Prepare the handover

Use cash flow, profit and loss, balance sheet, GST workpapers, ageing, general ledger, and accountant export tools for review.

Review before posting

A finance workflow built around clear checkpoints.

Suggestions can speed up the work, but the business stays in control of the financial decision.

01

Import

Upload a supported bank CSV or begin with manual finance records.

02

Review

Confirm suggestions, coding, evidence, supplier payments, and transfers.

03

Reconcile

Balance the statement, protect completed periods, and keep an audit trail.

04

Understand

Review cash pressure, profitability, overdue work, forecasts, and year-end readiness.

Honest release boundary

Useful management information, with review kept explicit.

  • Finance Hub does not initiate bank payments.
  • GST and tax outputs are provisional workpapers, not lodged returns or professional advice.
  • Automatic bank connections remain unavailable until each provider rollout is approved.
  • Posted records, reversals, permissions, and tenant isolation retain an auditable trail.