💰 Finance

Invoices, proposals, payments, expenses, and P&L reports.

• Invoicing & PaymentsCreate and send professional invoices, track payments, and manage expenses.
• Proposals — Send & Convert to InvoiceBuild branded proposals (line items, milestones, terms, signature block) and send to clients. Once accepted, convert to an invoice in one click.
• P&L Dashboard — Profit & Loss ReportingReal-time P&L view of revenue (paid invoices) minus expenses, broken out by month, quarter, year, and category. Includes AI insights on trends and tax-prep summaries.
• Bookkeeping — Expense TrackingLog business expenses, categorize them (software, marketing, travel, payroll, meals, etc.), and feed them into the P&L. Includes AI categorization for receipts.
• CPQ — Configure Price QuoteCPQ is CRMown's structured quoting engine for orgs that sell configurable products: a product catalog with options + bundles, dynamic price rules (volume discounts, percent off, tier-based pricing), v…