Invoicing
Send an invoice, take a part-payment and chase the rest — with credit notes and write-offs that keep the books straight.
Features
Everything the business needs, in one system.
Clafina is not a collection of tools sold together. It is one set of records with the screens a business actually uses — so the money, the stock and the people never disagree.
01 — Money and books
Books that hold, from the first invoice.
Every document posts to a real double-entry ledger. That is true of a cash sale at the till as much as a credit note from the office.
General ledger
Double-entry postings, journals, trial balance and a closed period, as a report rather than a spreadsheet.
Tax and VAT
Rates by country, tax numbers on the document, and the name that country uses for the tax.
Payables and expenses
Record a bill, claim an expense from a receipt photo, approve it, then pay it in a run.
Budgets and cost centres
Give a project, campaign or department its own budget and watch it spent against the actual.
Multi-currency
Hold balances in more than one currency, with the rates and revaluation kept alongside.
Wallets
Fund, move and convert money between wallets. Every movement is a balanced posting, and the books close to the kobo.
Intercompany
Several companies under one group, with intercompany balances and a consolidation view.
Banks and reconciliation
Bank accounts, statements and a reconciliation that shows exactly what does not match.
02 — Sell and stock
One stock list, everywhere it is sold.
The shop, the counter and the marketplaces draw on the same catalogue and the same stock. A sale in one place is a fact in the others.
Catalogue
Products, variants, units, barcodes and pictures — with the quantity steps each unit sells in.
Price lists
Different prices for different customers, with discounts that follow rules instead of memory.
Stock
Levels per location, movements, adjustments and transfers, each with a history you can read.
Quotation to invoice
Quote, order, deliver and invoice. Every document stands on its own, and conversion only pre-fills.
Purchasing
Purchase orders, goods received notes and supplier bills that match what arrived.
Point of sale
Tills that sell through a dropped connection, shifts that add up, and exceptions a manager resolves in the office.
Online shop
Your own address, theme, pages, currencies and languages — priced and stocked by the business.
Marketplaces
Sell through channels without a second stock list or a nightly export that drifts.
Delivery
Zones and rates, carrier prices and collection points, offered at checkout and priced by the business.
03 — People and work
The people who sell also get paid here.
Customers, staff, suppliers and partners share one directory. So an approval knows who asked, and a document knows who signed.
Customers
One page per customer: documents, balance, activity, and what they owe today.
Suppliers
A portal for suppliers to send bills and see what is owed, without a shared spreadsheet.
Staff
Records, contracts, leave, attendance and what each person is paid — with the history kept.
Projects
Work broken into tasks, with time, cost and billing tracked against it.
Approvals
Requests routed to the person who can decide, with the reason and the decision kept.
Documents
Files, folders, versions and signatures — stored where the record can find them.
Calendar
One calendar for people, rooms and resources, so a booking cannot be made twice.
Messaging
Conversations with customers and between colleagues, kept on the record they concern.
Support
A help desk with service levels, saved replies, a knowledge base and a satisfaction score.
04 — Grow and understand
Answers from the records you already keep.
Because everything is one system, a report is a read — not a project to assemble data for.
Dashboards
Each person's home shows what their job needs, rather than one generic chart for everyone.
Reports
Reports across every module — scheduled, exported, or asked for in words.
Outreach
Email, SMS and WhatsApp campaigns to customers you already have, with the consent they gave.
Loyalty
Points, memberships and gift cards that work at the till and in the shop alike.
Business intelligence
Analytics over live records, with snapshots where a frozen figure is the honest answer.
AI assistant
Ask in words and get an answer from your own documents and records — and a draft only when you confirm it.
05 — Every surface
Six ways in. One source of truth.
Each surface is a client of the same system. Nothing is synced between them, because there is nothing to sync.
Web app
The whole business in a browser — a quotation in the morning, a trial balance in the afternoon. Role-based, keyboard-friendly, and built to be read on a laptop.
Phone app
The same business in your pocket: approvals in one tap, sales documents, customers, money and a payment run, for when you are not at a desk.
Till
Point of sale that keeps selling without a network and settles the day's cash exactly. A sale that arrives late still posts; the office is told what disagreed.
Online shop
A storefront at the organisation's own address, with its catalogue, prices and stock — and checkout in a single request that cannot double-charge.
Wallets
Multi-currency wallets holding real money, funded through banks and providers, with transfers, conversion and payouts — all on double-entry books.
AI
Reads bills and receipts, learns the coding your people confirm, drafts documents with your own tools and answers from your documents — never acting without a person's confirmation.
06 — Safety and control
What protects the records.
The controls are part of the system, not a policy document bolted on afterwards.
Isolated by organisation
Every record carries its organisation and every query is scoped to it. Access is enforced in one place per module, so a new screen cannot forget.
Roles and permissions
People are given exactly the access their job needs, including approving what moves money. Sensitive acts can require a second person.
An audit trail
Who changed what, when, and from where — kept with the record. Nothing important is silently edited.
Nothing is deleted
Records are retired or soft-deleted, never dropped. A mistake is corrected by a new document that says so.
See it with your own records.
Start free, or bring a spreadsheet and we will show you what the first month looks like.