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Finance

A result for every cost centre, not just the company.

A cost-centre tree with P&L, revenue and expenses with statuses, accounts and transactions. An allocation preset splits an invoice across cost centres in one pick, and you go through a bank statement line by line with a wizard.

live

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Income and expenses in core3: expected cash impact, receivables, expenses and invoices with their states.Income and expenses in core3: expected cash impact, receivables, expenses and invoices with their states.
A real core3 screen with demo data of the fictional Slovak company Preciz SK s.r.o.

Worth a closer look

P&L for every cost centre

A tree of cost centres from production to admin. Each has a P&L by month, quarter or year, and year to date. A manufacturer sees the result per machine or department, not just for the company.

Cost centresOctober
  • Production+€22,300
  • CNC machining centre 1+€9,800
  • CNC machining centre 2+€7,400
  • Milling+€5,100
  • Engineering and quality−€6,200
  • Metrology and QC−€2,900

Net result: +€16,100

One invoice, several cost centres

Pick a category and an allocation preset and the split across cost centres fills itself. An energy bill lands on the machines that used the energy.

Monthly energy advanceEnergy
  • CNC machining centre 150 %
  • CNC machining centre 250 %
  • Total €1,420.00

Preset: Default allocation, category Energy

From draft to paid

A record moves through draft, sent, confirmed, partly paid and paid. Confirming can require a goods-receipt number, and paying creates a transaction on the account. When a record is linked to a project purchase order, sending it draws the order down.

INV 2026/118 Kovotech s.r.o.€12,400
  1. ✓Draft
  2. ✓Sent
  3. 3Confirmed
  4. 4Paid

A goods-receipt number is required before paying.

Bank statement with a wizard

A PDF statement is analysed in the background, so you can leave in the meantime. Then you go through transactions next to a preview of the statement: create revenue or an expense with the partner pre-filled, or skip it.

needs another module or serviceneeds document reading (Azure); the model is trained on one statement layout

Statement 10/2026transaction 3 of 28
DateCounterpartyAmount
2 OctKovotech s.r.o.+€12,400
3 OctZSE Energia−€1,420
5 OctStrojárne Žilina−€8,950

The partner is pre-filled when it matches a customer or supplier.

AI in Finance

When AI is switched on.

All about AI in core3
  • Invoice from PDF with recognition confidence and a matched partner(needs another module or service)Azure Document Intelligence
  • Bank statement from PDF: background analysis and a transaction wizard(needs another module or service)Azure Document Intelligence
  • Questions on invoices, cost centres and results in the assistant(live)

Permissions in this module

Finance has four graded roles, from contributor to finance manager. As everywhere in core3, sensitive fields can be hidden or masked with a field rule, and a report never shows more than the person running it may see.

How permissions work

Everything the module does

No embellishment. Each feature says whether it runs straight away, whether an admin switches it on, or what else it needs.

  • live
  • switched on by an admin
  • needs another module or service

Cost centres

  • Cost-centre tree with headings and posting centres(live)
  • P&L by month, quarter, year and year to date(live)
  • Receivables: collected, open, overdue(live)
  • Move records between cost centres(live)

Revenue and expenses

  • Revenue, expenses and distributions with statuses(live)
  • Split across cost centres by percentage or amount(live)
  • Allocation presets per category(live)
  • Possible-duplicate warning(live)
  • Purchase-order draw-down(needs another module or service)Projects module
  • Invoice read from a document(needs another module or service)document reading

Accounts

  • Accounts and transactions: payments and transfers(live)
  • Financial categories with types(live)
  • Bank-statement import with a wizard(needs another module or service)document reading

Payroll

  • Payroll costs from the payroll list to cost centres(needs another module or service)HR module

Related

HREmployees, contracts and amendments, approval of timesheets and payroll.ProjectsThree project types: a task list, Scrum with sprints and waterfall with phases. Time spent and purchase orders on the project.ReportsYour own reports without code, with versions and export to Excel and PDF.

Try core3 at your own address.

Set up a test environment for your company, such as yourcompany.core3.digital, and explore the modules from the inside.

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