The pain
No visibility into business health
How crmoffice solves it
P&L, AR aging, cashflow dashboards — built into the core, no plugins required.
What you get
- Financial Reporting as a first-class admin feature
- API endpoints for Financial Reporting workflows (Sanctum-authenticated)
- Customer portal integration where relevant
- Audit log on every change
Who needs CRM with Financial Reporting?
- Agencies billing clients monthly
- SMBs scaling beyond spreadsheets
- Service businesses managing recurring relationships
FAQ
Is Financial Reporting included in the base price?
Yes — crmoffice is a single product with no feature gates.
Can I disable it if I don't need it?
Yes — turn off the module via Settings or simply ignore the menu item.