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Finance Pro

Budgets against actuals, invoices, ledger and multi-currency per vessel.

Problems it solves

  • OPEX overruns seen at quarter end
  • Invoices paid twice
  • Budgets kept per vessel in Excel
Open Finance in the demo How it works

What you see

What each page shows

Overview
The module's screens are being built. Until then this page names the module, what it will cover and its connectors.
Invoices
Supplier and customer invoices with source (purchase order, disbursement account or manual), amount in its currency and in USD, due date and status. Each one opens its lines, the approval steps, the journal it posted and a link to the order or port call it came from.
Budgets
The year's OPEX budget per vessel and category against posted actuals and the forecast, editable month by month.
Ledger
Every journal entry with its lines, the trial balance and the P&L per vessel per month.

Key workflows

Working in Finance

  1. 01

    An invoice is entered against an order or a port call.

  2. 02

    It moves through approval steps, then is paid or disputed.

  3. 03

    It is posted to the ledger; budgets are compared with actuals per vessel.

Steps that send, accept or submit need the publish level for this module.

More screens

Key pages from the demo

An invoice: approval steps, counterparty, amount in USD, lines and approval history
The ledger: journal entries with kind, memo, reference and amount, with trial balance and vessel P&L tabs

Shared records

Records it shares

Written once by one module and linked from the others. Nothing is copied.

Connectors

Integrations

  • XeroAccountingAvailable on request
  • FrankfurterExchange ratesAvailable on request

Simulated in this build. None is verified with the provider yet; each is set up on request, then connected from the module’s Integrations page.

Packages and packs

Packs that include Finance

Finance is included on Operations, Professional, Complete.

A pack is Essentials plus a set of Pro modules, priced below Professional.

  • Ship manager's office

    • Dry dock
    • Procurement
    • Emissions ledger
    • HSEQ & risk
    • Vetting
    • Finance
    • Reports & dashboards
    1-month trial · 10% deposit$10,895 per vessel per year

    Professional would be $12,240 per vessel per year. You save $1,345 per vessel a year.

    A 10% deposit opens a 1-month trial, then billed annually per vessel. 3-year contract. You can leave in year 1. The deposit is not refunded. No refunds after the trial for the year already started; cancel renewal any time.

    Choose the pack

  • Commercial desk

    • Voyage performance
    • Chartering & voyage P&L
    • Cargo & containers
    • Port calls & agency
    • Finance
    • Reports & dashboards
    1-month trial · 10% deposit$9,595 per vessel per year

    Professional would be $12,240 per vessel per year. You save $2,645 per vessel a year.

    A 10% deposit opens a 1-month trial, then billed annually per vessel. 3-year contract. You can leave in year 1. The deposit is not refunded. No refunds after the trial for the year already started; cancel renewal any time.

    Choose the pack

See Finance with the demo fleet

18 vessels of generated data. No sign-in, and nothing is sent.

Open Finance in the demo See plans and packs