Fintraby Balnzed

Start with the essentials. Add more as you grow.

Every Balnzed workspace comes with sales, purchases, finance and banking. When you need stock, staff or sales leads, add a module in about a minute and Fintra can work with it straight away.

Open ModulesSee add-on modules

Settings

Modules

Always included

Sales · Purchases · Finance · Banking

Inventory

Chat ready

Installed

HR & Payroll

Chat ready

Install

CRM

In Balnzed

Install

Always included

Nothing to install
Sales
Customers, invoices and payments received.
Purchases
Suppliers, bills and payments made.
Finance
Accounts, journals and financial reports.
Banking
Bank accounts and transactions.

Add-on modules

Install the ones you need. Modules marked Chat ready work with Fintra the moment they’re installed.

Two ways to add a module

From Settings

FintraSettingsModules

  1. 1

    Open Modules

    In Fintra, go to Settings and choose Modules. You’ll see every module and whether it’s installed.

  2. 2

    Install the module

    Choose Install on the module you want. It takes about a minute, and you can keep working while it sets up.

  3. 3

    Ask Fintra about it

    Modules marked Chat ready work with Fintra straight away. Suggested questions for the module appear on the chat screen.

Or just ask

Ask about something you haven’t installed and Fintra offers the module right in the chat. Install it, ask again, and you get your answer.

Who is on leave this week?

Install HR & Payroll to continue

This needs the HR & Payroll module, which isn’t installed in your Balnzed workspace yet.

Install HR & Payroll Owners and admins

FAQ

Module questions.

What does “Chat ready” mean?
Fintra can answer questions and prepare drafts for that module as soon as it’s installed. Inventory and HR & Payroll are chat ready today.
Who can install a module?
An owner or admin of your Balnzed workspace. Anyone else sees a prompt to ask their admin.
What if I ask about something I haven’t installed?
Fintra tells you which module the question needs and offers to install it right in the chat. Once it’s installed, ask again.

See what Fintra finds in your books.

Start on the free plan, or explore a sample business first.

Start freeSign in with Balnzed