Finance & Accounting Solutions

Where to start

When finance & accounting tools can help

Organize the records behind business money: what came in, what went out, what you quoted or invoiced, and how customers paid.

Review income and costs
Record income and expenses so you can look at business money by source, category, or period.
Prepare sales documents
Create quotations and invoices that show customers the details of a sale or service.
Keep payment records nearby
Use payment collection and receipts as part of your transaction record keeping.

A place to begin

Use these steps as a starting point. Adjust them to the way your business already works.

Step 1

Record money in and out

Enter income and business costs with the details that will help you review them later.

Step 2

Prepare the sales paperwork

Use quotations or invoices when a customer needs a written summary of the work or amount.

Step 3

Review each transaction

Check payment and receipt details alongside your other business records.

SokoWise products

Compare the tools in this group and open any product to review its features and steps.

Income Tracker

Keep income from sales, services, and other business activities organized in one place.

Explore Income Tracker

Expenses Tracker

Keep business expenses organized and understand where your money goes over time.

Explore Expenses Tracker

Quotations

Create professional quotes, share them with customers, and turn accepted quotes into invoices.

Explore Quotations

Invoicing

Create invoices with payment details and share them with customers from one place.

Explore Invoicing

Payments Collection

Track payments against sales documents and send reminders to customers with outstanding balances.

Explore Payments Collection

SMS Receipts

Send customers a digital receipt by SMS and keep transaction records connected with your sales.

Explore SMS Receipts

Email Receipts

Share transaction details by email and keep receipt workflows close to your sales activity.

Explore Email Receipts

Choose the SokoWise products that match the way you manage finance & accounting.