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Lesson 1·5 min
Your Financial Command Centre
Read the article below
Cash flow kills more businesses than bad products
According to a US Bank study, 82% of small business failures are caused by cash flow problems — not market fit, not competition, not product quality. Cash flow. The irony: most of these businesses had profitable months. They just couldn't see it clearly enough to manage it.
Proactiq Finance gives you real-time visibility into every rupee moving through your business.
What's in the Finance module
- Invoices — Create, send, and track professional GST invoices
- Payments — Record incoming payments against invoices
- Expenses — Submit, approve, and reimburse employee expenses
The financial dashboard
Your Analytics page shows live: total revenue collected, outstanding invoices, total expenses, payroll disbursed, and net cash position. These numbers update the moment any transaction is recorded anywhere in the system.
Connect CRM to Finance: When a deal is marked Won in your CRM, create the invoice immediately. The client name, email, and deal value can be copied directly — no double entry.