Invoice activity visibility
Bring relevant invoice activity into a clear operational view for the people who need it.
← All ControlAxis apps
ControlAxis Finance
See the financial signals behind the work.
ControlAxis Finance is a CRM-connected app that brings invoice activity and operational financial signals into a clearer view—so the numbers stay tied to the customers, jobs, and workflows that create them.
CRM-connected app
Finance uses the customer and work context already managed in CRM.
Operational visibility
Keep relevant invoice activity and financial signals in a clearer view.
Context behind the number
Understand financial activity alongside the work that produced it.
Focused capabilities
Operational visibility that does not end at the invoice.
Finance is for teams that need financial signals to remain connected to the customer records and operational context that give those signals meaning.
Work-aware financial context
Connect financial signals to the customer and operational records that make them meaningful.
Configurable follow-through
Use the activity that matters to support the rules, visibility, and next actions your company chooses.
Connected by design
A financial view that starts with CRM context.
Finance is directly tied to CRM, not a disconnected finance workspace. Estimator and Scan add more operational context when your team needs to understand the work behind the numbers.
CRM
CRM provides the customer and job context behind Finance activity.
Explore CRM →Estimator
Keep financial signals close to the proposal and approval context that led to the work.
Explore Estimator →Scan
Relate tracked operational moments to the visibility Finance helps clarify.
Explore Scan →Finance pricing
Financial context, directly connected to CRM.
Finance is a CRM-connected app that can be added to your operating view or included in the complete suite.
Solo · 1 user$25/month
CRM-connected financial visibility.
CRM-connected financial visibility.
Company · up to 5 users$49/month
Financial context for your core team.
Financial context for your core team.
Complete suite$99/month pre-launch
Five users and all five core apps, protected for 24 months.
Five users and all five core apps, protected for 24 months.
Bring CRM financial signals closer to the work.
See how Finance fits your connected operating view.