Invoicing & Billing
Create, send and track invoices, with recurring billing, credit notes and payment links.
SortBoxs Finance
Track expenses, invoices and financial health.
Invoices, payments, expenses and complete financial operations in one connected view.
- Invoice to payment in one flow
- Expenses and payables under control
- Reports you can trust at month-end
Cash Command
This month₹38.4LW6+32%
Receivables ageing
Select a bucket to filterCurrent1–30 days31–6060+
- Northwind LogisticsINV-1041 · 8 days late₹2.1L
- Meridian SteelINV-1035 · 15 days late₹1.4L
- Coral HospitalityINV-1029 · 44 days late₹2.2L
AI insight
₹14.3L is overdue. Send reminders starting with the oldest?
How it works
From an invoice to a clear financial picture
Money in, money out and the reports on top all come from the same records.
- 1
Invoice
Create invoices from won deals or orders, with taxes applied and sent in a click.
- 2
Expense
Capture expenses and bills with receipts, route them for approval and code them correctly.
- 3
Payment
Record receipts and payouts, match them to invoices and bills and chase what's overdue.
- 4
Reports
Get live P&L, cash flow and ageing reports straight from the transactions behind them.
Invoice tracker
Know where every invoice stands
Pick a status to see the invoices in it and what needs chasing.
Draft
Prepared but not yet sent.
Invoiced ₹6.3L
Helix Motors
₹2.4L
INV-1046 · Net 30
Awaiting approval
Coral Hospitality
₹1.3L
INV-1045 · Net 15
Created from won deal
Pioneer Edu
₹2.6L
INV-1044 · Net 30
Needs PO number
A finance suite that keeps up
Everything from billing to compliance
Your finance team works from one set of books that sales, procurement and HR feed into directly.
Expense Management
Collect receipts, enforce policies and approve claims without chasing email threads.
Accounts Payable
Capture vendor bills, schedule payments and see exactly what you owe and when.
Financial Reporting
Profit and loss, balance sheet, cash flow and ageing reports, live and drill-down.
Budgeting & Forecasting
Set budgets by team or project and compare them with actuals as the month moves.
Tax & Compliance
Apply GST and other taxes on every document and keep a clean trail for audits.
AI for finance
Catch problems before they reach the books
SortBoxs AI watches transactions across the business and points your team at what deserves a second look.
- Predicts which invoices are likely to be paid late
- Flags unusual expenses and duplicate bills
- Forecasts cash flow from open invoices and bills
- Answers finance questions in plain language
Late payment risk
Northwind Logistics has paid late the last 3 times. Send an early reminder.
Possible duplicate
Two bills from the same vendor for ₹48,000 were entered on the same day. Review?
Cash-flow forecast
You'll be ₹6L ahead by month-end if overdue invoices are collected.
Built for every industry
Trusted by businesses across all industries.
Part of one platform
Finance that closes the loop with every team
Deals become invoices, orders become revenue and payroll posts to the books, with no re-entry.
