Kanban Finance - see your cash, chase it in a click.
A full finance workspace for a UAE SME - revenue, expenses, a forward cash-flow forecast, an invoice ledger, receivables aging, and one-click AI payment reminders. One screen for the money, always current. Operational visibility, not accounting or financial advice.
Most SME owners can't answer a simple question quickly: how much cash do I actually have coming in, and what's overdue? The numbers live in the accountant's files, a month behind, and chasing an overdue invoice means digging.
Kanban Finance turns that into a live workspace - revenue and expenses, a forward forecast, an invoice ledger with overdue days, and one-click reminders - so the owner can see the cash position and act on it without waiting for month-end.
The whole money picture, live.
Live-synced KPIs
Revenue, expenses, net cash flow, outstanding, overdue, and expected incoming - each with a trend arrow, refreshed live rather than pulled from a stale export.
Revenue vs expenses
A trailing six-month view of money in against money out, so seasonality and drift are obvious at a glance.
Cash-flow forecast
A projected six-week closing position - the single most useful number for an owner deciding whether to spend, hire, or hold.
Invoice ledger
Every invoice with client, amount, due date, overdue days, status, and reminder state - filterable down to just the overdue ones in a click.
Receivables aging
Unpaid AR bucketed by age (current, 1–30, 31–60…) so you can see how much cash is aging and where to focus collection.
AI payment reminders
Generate a firm, polite reminder for an overdue invoice; approve it; and watch expected collections update on the dashboard.
Filter overdue, remind, watch cash recover.
The signature flow: filter the ledger to overdue, open a late invoice, generate a payment reminder, approve it, and see expected incoming cash tick up. The team can see the impact of chasing money the moment they do it.
Decisions on today's numbers, not last month's.
When the cash position is live and the overdue list is one filter away, the owner stops flying blind. This is operational visibility - a clear, current picture of the money - presented plainly and labelled, honestly, as not accounting, tax, or financial advice.
The work behind Kanban Finance
A finance workspace for an SME - invoices, cash flow, expenses and reports in one place, with receivables aging, a forecast view, and one-click AI payment reminders.
Services this build draws on
- Dashboards & Internal ToolsYou can't run what you can't see. We build dashboards, admin panels, and internal tools that give your team a clear, real-time view of the numbers that matter - and the controls to act on them.Read the service page
- AI Workflow AutomationWe design AI-assisted workflows that remove the manual, repetitive steps slowing your team down - with a human in the loop wherever judgement matters. Built around how your business already works, not a template.Read the service page
- Custom SoftwareWhen off-the-shelf software almost fits but never quite does, we build the system that does. Web apps, internal tools, portals, and APIs on dependable, maintainable foundations - software you own and can grow into.Read the service page
