Accounts payable and receivable, finally under control
Late payments to suppliers cost you credibility; late collections from customers cost you cash. Both usually happen for the same reason — due dates living in someone's head or in a spreadsheet nobody opened this week.
ERP Mobi puts every payable and receivable in one screen with due date, status and history, so nothing slips through and your cash position is always current.
What you can do
The financial module covers the daily routine of an SMB finance operation:
- Register payables and receivables with amounts, due dates and categories
- See what is overdue, due today and due this week at a glance
- Mark entries as paid and keep a full payment history per customer or supplier
- Filter by category, counterpart or period for quick answers
- Link receivables to the deals and proposals that generated them
Connected to sales, not isolated from it
Because ERP Mobi includes a CRM, a receivable is never an orphan line item — it traces back to the customer, the proposal and the deal that created it. When a customer calls about an invoice, the whole story is on one screen.
That connection also works forward: finance can flag customers with overdue balances before sales sends them a new proposal.
Frequently asked questions
Can I categorize expenses and income?
Yes. Entries support categories that you configure, so reports reflect the way your business actually organizes money.
Does it handle recurring bills?
You can register entries with future due dates and keep them visible in the upcoming view, so recurring commitments never surprise you.
Is this included in the free plan?
The financial essentials are available from the free plan, so you can organize payables and receivables before paying anything.