PERSO FINANCE
Finance & Bookkeeping Management
Manage accounts, invoices, collections and payments, cash and bank, and reconciliation in one finance centre.
PERSO FINANCE brings your bookkeeping needs into one finance centre: accounts, receivable and payable tracking, invoices and e-documents, collections and payments, cash and bank movements, reconciliation, cheques and notes, advances and expenses, approval and automation rules, finance reports.
What is PERSO FINANCE?
PERSO FINANCE is the product that runs the bookkeeping and finance management processes of businesses on PERSO One Platform. It brings accounts, receivable and payable tracking, invoices and e-documents, collections and payments, cash and bank movements, bank reconciliation, cheques and notes, advances and expenses, approval and automation rules and finance reports together in one finance centre. It is offered in the web application.
Capabilities
PERSO FINANCE
Accounts & Documents
- Accounts
- Receivables and payables
- Invoices
- E-documents
Cash
- Collections and payments
- Cash and bank
- Reconciliation
- Cheques / notes
- Advances and expenses
Control
- Approval flows
- Automation rules
- Finance reports and exports
Who is it for?
- Finance and bookkeeping teams
- Finance managers
- Business owners and management
Typical workflows
- 1Invoice → account → open item
- 2Collection/payment → cash-bank → reconciliation
- 3Expense request → approval → payment
- 4Period end → finance report and export
Web / Mobile
This product is offered in the web application today; it has no mobile screen.
Platform connection
Accounts link to the platform’s shared business-party (customer/supplier) record; approvals use the platform task and notification infrastructure.
Security and access model
Separate permissions for viewing, posting, approval and correction; sensitive amounts are role-restricted; every correction leaves a trail.
PERSO One Platform
PERSO products used together
“Used together” means a shared platform, shared users and shared master data; automatic data transfer exists only where it is explicitly stated.
PERSO HR
Human Resources & Workforce Management
Brings Personnel 360, shifts, timesheets, leave, payroll and performance together on web and mobile.
Explore the productPayroll and advance processes run in HR; the finance team follows payments on the same platform.
PERSO PROCUREMENT
Procurement & Supply Management
Requests, suppliers, RFQs, quote comparison, approvals, orders and goods receipt, with a supplier portal.
Explore the productSupplier orders are in Procurement; invoices are recorded by the finance team, with no automatic transfer.
PERSO SMART EXPENSE
AI-EMS — AI-Powered Invoice, Receipt & Expense Automation
Invoice and receipt reading (OCR), data extraction, AI-assisted expense classification, document-linked expense records and reporting.
Explore the productReceipt/invoice reading and AI-assisted expense classification live in the separate PERSO SMART EXPENSE product; there is no automatic posting between the two products today.
PERSO FINANCE