Financial Management

More Accurate Financial Management
For Confident Growth

InstaOne provides an integrated financial system for cash, banks, financial transactions and checks, with precise cash-flow tracking and comprehensive reports that support better decisions.

Request a Quote
Financial dashboard
From invoice creation to payment planning

Invoices, Payment Terms, and Taxes

Create invoices, schedule payments, and configure tax calculations through connected workflows that give you a clearer view of customer balances.

Invoice Management

Every invoice detail and total in one view

Record customers, invoice lines, quantities, prices, and linked accounts. Apply discounts and taxes to selected lines, then see item totals, discounts, taxes, and the final amount due at a glance.

  • Automatically number invoices according to their type.
  • Calculate line values, discounts, taxes, and the amount due.
  • Assign an account from the chart of accounts to each line.
Invoice screen showing line items, discounts, taxes, and the amount due
Payment Terms

Clear payment schedules and methods

Define payment percentages and due dates based on the invoice date. Set each payment as a single installment or a schedule of installments, with cash, checks, bank transfers, or bank deposits as available methods.

Tax Configuration

Tax rules that match your transactions

Define percentage-based or fixed-value taxes, calculate them before or after discounts, link them to accounts in the chart of accounts, and set the tax codes used for electronic invoicing.

Cash & Banking Management

Cash and Bank Management

The system automatically generates a financial transaction after the related document is approved, then routes it to the branch cashbox or bank and records the payment method.

  • Receipts: Cash receipts, check receipts and bank deposit slips.
  • Payments: Cash payments, check payments and bank transfers.
Cash and Bank Management
Receipts (Cash / Check)

Cash Receipts (Receipt / Payment)

  • Record the amount and currency used.
  • Link the amount directly to the financial transaction.
  • Generate accounting entries automatically when the document is posted.
Cash receipts
Check Management

Check Receipts (Receipt / Payment)

  • Flexibility: Add multiple checks to the same receipt.
  • Check details: Record the drawee bank, check number, amount and due date.
  • Check printing: Print directly on the customer’s or company’s check template.
Check receipts
Check Movement Certificate

Check Movement Statement

Enter any check detail to display an interactive timeline of every action from issue date to its current status.

Cash receipts
Financing Requests

Cash and Bank Funding Request

An essential internal-control tool that helps prevent manipulation or errors during fund transfers while recording and tracking every transaction.

Transaction TypePurpose / MovementSourceDestination Internal Cash Transfer Cash transfer between cashboxes Main Cashbox Receiving Cashbox Bank Cash Deposit Cash deposit Cashbox Bank Account Cash Withdrawal by Check Cashbox Funding Bank Account Receiving Cashbox Internal Bank Transfer Funds Transfer Sending Bank Account Receiving Bank Account
Cash receipts

Make Financial Management Smarter with InstaOne

Keep your finances under control at all times.

Request a Quote
Data Security Continuous Support Business Growth
Product Guide

Explore the Financial Management Solution

Download the brochure to learn about accounting, cash, banks, receipts, payments, checks, and financial reporting.

Download BrochurePDF