MONEYKeep clients, invoices and expenses connected.
Follow a client relationship from the first enquiry to the work you deliver and the invoices you send. Money brings CRM, sales opportunities and financial records into the same business workspace.
Money overview
Money · illustrative business records
Your client and finance overview
Pipeline value is potential business, separate from paid invoices.What you can do with Money
Understand the numbers with the client and the work still in view.
Prepare a follow-up from the client record, review an invoice’s status or check the receipt behind a project cost. Each part has its own place, with the context nearby when you need it.
CRM and sales pipeline
Keep contacts, companies and leads ready for the next conversation or handover.
See how it works- Contacts
- Companies
- Sales pipeline
Invoicing
Create invoices and follow their status alongside the client record.
See how it works- Invoices
- Client details
- Payment status
Expense management
Keep receipts and expense records connected to the project or business cost.
See how it works- Receipts
- Expense records
- Project spending
Financial operations
Review income and expenses together to understand the wider financial picture.
See how it works- Income
- Expenses
- Financial overview
More in Money
Sales OperationsStreamline Your Sales Pipeline+
PayrollSimplify Salary Management+
Expense ManagementControl Costs Effectively+
Billing & InvoicingUnified Financial Operations+
Banking & PaymentsOpen Banking Integration+
Bring the context to your AI agent
Ask what needs attention in the numbers.
Ask your connected AI agent to compare the available records, summarize what needs attention and help you prepare the next action.
Explore working with AI agents
Claude
Copilot
ChatGPTWhich clients need a follow-up? Review open opportunities, invoices awaiting payment and the project context.Example question with a supported connection
Part of the same business
Money works with the rest of BOSS*.
Follow the context into another module when you need the full picture.
WorkSee the work behind a cost
Connect client relationships and financial records to project delivery.
Explore Work
PeopleReview costs with the right context
Bring relevant team and employee information into your review, within your permissions.
Explore People
TechConnect your existing systems
Use integrations such as n8n to bring leads and expense records into BOSS*.
Explore TechWhat is included in the Money module?
Money includes CRM and sales pipeline management, invoicing, expense management and a financial operations overview. Use the cards above to explore each function.
How do client records connect to project work?
Client-linked tasks and projects keep delivery close to the relationship. Invoices and expenses provide financial context alongside the work, so you can review the detail behind a follow-up or cost.
Does a financial overview show my bank balance?
The overview brings together the business records in BOSS*, such as invoices and expenses. Recorded amounts and potential sales should be reviewed separately; they are not a live bank balance.
See how fits
your working day.
- Projects, people and finances together
- Up to 100 users on Pro
- Works with connected AI tools