Skip to main content

FinanceOS

Smart Accounting & Finance Management System

FinanceOS is an accounting and finance management system for businesses that have outgrown spreadsheets. It keeps ledgers, invoices, expenses and reporting in one place, so the numbers your team works from are the same numbers your accountant sees. Like the rest of the AXPERTZ range it is local-first: your records are stored on your own computer, not on our servers. It is in development and is not yet available for purchase.

Coming SoonAccounting & FinanceWindowsmacOS
Request Early AccessView FeaturesPricing

Key benefits

Why teams use FinanceOS

  • One financial source of truth

    Ledgers, invoices and expenses stay in sync instead of drifting across spreadsheets.

  • Faster month-end

    Reports build from live entries, so closing the books stops being a manual rebuild.

  • Clear cash visibility

    See what has been billed, what is outstanding and what is due — without asking around.

Core features

What's inside

The capabilities FinanceOS ships with.

  • Double-entry ledger

    Chart of accounts, journals and vouchers with a full audit trail on every entry.

  • Invoicing & receivables

    Raise invoices, track ageing and follow up on outstanding payments in one view.

  • Expense & purchase records

    Capture bills and expenses against vendors, projects or cost centres.

  • Bank & cash books

    Reconcile bank and cash movements against recorded transactions.

  • Financial reporting

    Trial balance, P&L, balance sheet and ageing reports generated from live data.

  • Roles & permissions

    Give accountants, managers and owners the access each of them actually needs.

  • Automatic Local Backup

    FinanceOS automatically creates recovery backups on your computer so you can restore your data if the active database is accidentally deleted or becomes corrupted.

How it works

From setup to daily use

  1. 1

    Set up your books

    Configure your chart of accounts, tax settings, branches and opening balances.

  2. 2

    Record day-to-day activity

    Invoices, expenses, payments and journals are entered once and flow everywhere.

  3. 3

    Reconcile and review

    Match bank and cash entries, then review outstanding receivables and payables.

  4. 4

    Report and decide

    Pull financial statements and management reports whenever you need them.

Interface preview

Inside the product

Generated previews of the main screens, shown to illustrate layout and structure. These are not actual product screenshots — real captures will replace them.

  • Financial overview

    Financial overview

    Revenue, receivables and cash position at a glance.

    Interface preview — not an actual screenshot

  • Invoice register

    Invoice register

    Every invoice with status, ageing and follow-up state.

    Interface preview — not an actual screenshot

  • Journal entry

    Journal entry

    Structured entry with validation before posting.

    Interface preview — not an actual screenshot

Supported Platforms

  • Windows
  • macOS

Security & Privacy

  • Local-first — your books stay in a database on your own computer
  • Automatic local backups, kept on the same computer
  • Nothing is uploaded to AXPERTZ, Google Drive or any other online service
  • Role-based access control down to module level on your installation
  • Audit trail on financial entries and edits
  • Export to Excel, CSV or PDF at any time

Who Is It For?

  • Small and mid-sized businesses
  • Finance and accounts teams
  • Business owners who review their own numbers
  • CA firms managing client books

Pricing

FinanceOS pricing

Subscription · pricing for this product is quoted on request.

Compare all plans

  • Enterprise

    For organisations with multiple users, custom workflows and dedicated requirements.

    Custom pricing

    Contact Sales

FAQ

Common questions

Not yet. FinanceOS is in development. Register your interest and we will tell you when it is released.

Other AXPERTZ products

Products that work alongside this one.

Ready to use FinanceOS?

Everything is described above — download it, or talk to us if anything is unclear.

Get StartedContact Sales