Financial operations, planned for the same platform.
We are building invoicing and financial reporting that respects tenant isolation and MSP billing patterns.
Finance tools fail when they ignore how MSPs actually bill. Core’s roadmap treats financial records as first-class, permissioned data—not a bolt-on export chore.
Billing readiness
Roadmap preview · agreements, billable work, invoice exceptions
Agreement coverage
Contacts mapped to billing units
Ready to invoice
Approved time, projects, and recurring services
Billing exceptions
Missing agreement, project code, or approval
Invoice packet
Prepared only after coverage checks pass
Amounts trace back to agreement, project, ticket, and time entry
Roadmap
Designed around MSP cash flow.
Honest status. Financial management is marked coming soon so you can plan your stack without surprise gaps.
Tenant-safe by design. When it ships, expect the same RLS-first posture as the rest of Core.
Designed around MSP cash flow.
Integration mindset
Complement your accounting system.
Not a full GL replacement. Core will focus on operational finance visibility; many teams will still pair with QuickBooks or Xero.
Operational truth first. Time and contracts in Core become inputs to financial reporting when the module lands.
Recurring MRR
$182k
Draft invoices
4
Complement your accounting system.
What you can do today
Use contracts and time for partial insight.
Contracts and billing units. Track commercial structure now so finance features have data to read later.
Reporting. Use existing reports for billables and delivery metrics while broader finance ships.
Budget line
Contract
Technician hours
Use contracts and time for partial insight.
Frequently asked questions
Ready to try Core?
Start a free trial or talk to us about rolling out Financial Management with your team.