Finance
Money with context.
Billing, payments and financial operations where finance sees the work behind the invoice — projects, people and deals.
Part of the Zobay ecosystem — a brand of Fortune Tech, The Fortune Group. Works alone, better together.
Finance that understands the business.
PROBLEM
Finance lives behind closed tools. Ops and sales re-enter data and context is lost.
Connected workflow — no re-entry, no lost context.
CAPABILITIES
What Finance does — without the bloat.
Billing & invoices
From deal or project — accurate, connected, auditable.
Payments & receivables
Track what’s owed, paid and overdue in one place.
Expenses & budgets
Tied to projects and teams, not orphan sheets.
Connected to Projects & CRM
Invoice = work + people + deal — not just a PDF.
How teams use Finance
- Invoice from work, not re-typing
- See receivables with customer context
- Close books with ops context intact
CONNECTED
Works with the ecosystem
Finance stays in sync with the rest of Zobay — identity, data and workflows move with it. Start here, add the rest when you need them.
Intelligence where this work happens.
Maya doesn't just answer from Finance — it reads context across Zobay to analyze and act.
“Show overdue invoices by customer health — who needs a nudge vs a call?”
Maya cross-reads Finance + CRM/CSM to prioritize collection with context.
Start with Finance. Grow to the ecosystem.
You don't need to buy everything day one. Start with Finance and connect the rest as your workflows demand it.