Fin360

Streamlined financial management for growing teams

Real-time insight into your financials

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Provides an integrated financial dashboard where decision‑makers can see key cash, revenue, expense, receivable, payable, and stock metrics at a glance with interactive drill‑downs for rapid insight.

Key Features
  • Interactive finance dashboard: Real-time view of cash, sales, purchases, and key financial KPIs for faster insight.

  • Receivables & payables tracking: Monitor outstanding invoices and bills with clear aging analysis to strengthen collections and vendor relationships.

  • Profitability insights: Analyze margin by customer, product, or category to refine pricing and discount strategies.

  • Period-wise trends: Compare monthly or quarterly performance against budgets and targets to stay on track.

  • Export-ready reports: Download dashboard views and summaries for management reviews, board packs, and audit support.

Streamlined sales and billing operations

Centralizes the entire sales cycle—from quotation to receipt—so teams eliminate fragmented spreadsheets, work from a single source of truth, and improve collections while delivering a smoother customer experience.

Key Features
  • End-to-end sales pipeline: Manage quotations, orders, deliveries, and invoices in a single, connected workflow.

  • Smart invoicing: Generate tax-compliant invoices with accurate pricing, discounts, and payment terms in just a few clicks.

  • Receipt tracking: Record customer receipts, advances, adjustments, and credit notes directly against open invoices.

  • Customer ledger views: Access complete customer histories, including documents, payments, and outstanding balances.

  • Sales performance visibility: Track top products, customers, and regions to understand what drives revenue growth.

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Better control over purchases and vendors

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Provides procurement and finance teams clear visibility into vendor relationships, purchase orders, bills, credits, and payments in a unified purchase dashboard, enabling better cash‑outflow planning, stronger controls, and improved supplier terms.

Key Features
  • Centralized purchase dashboard: Track open POs, pending bills, approvals, and vendor credits in real time.

  • Vendor management: Maintain complete vendor profiles, including terms, contacts, GST or tax details, and performance history.

  • Bill processing: Convert POs into bills, match quantities and prices, and route documents for approval before posting.

  • Payment planning: Prioritize payments by due date, discount window, and cash availability to optimize working capital.

  • Spend analytics: Analyze purchase trends by vendor, category, and period to identify savings and consolidate spend.

Real-time inventory tracking and valuation

Connects inventory movements with purchase and sales transactions so stock, cost, and availability stay accurate across locations, supporting item‑level visibility, warehouse control, and reliable inventory valuation.

Key Features
  • Live stock balances: See on-hand, reserved, and incoming quantities for every item, warehouse, or branch.

  • Integrated movements: Automatically update inventory with each purchase, sale, return, and adjustment to reduce manual entries.

  • Multiple warehouses: Manage transfers and visibility across stores, depots, and distribution centers from one system.

  • Costing and valuation: Support standard costing methods to calculate closing stock and cost of goods sold accurately.

  • Alerts and controls: Set thresholds to flag low stock, slow-moving items, and discrepancies for timely action.

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Secure, configurable, and ready for your team

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Includes robust user management, role‑based access, and flexible configuration so the platform fits your structure and policies, while admins centrally manage users and approvals to keep financial data secure.

Key Features
  • Role-based access control: Define granular roles for finance, sales, purchase, inventory, and management users.

  • User and team management: Add and deactivate users, assign permissions, and review activity logs to maintain control.

  • Configurable preferences: Set fiscal years, currencies, tax rules, number formats, and document sequences to match local requirements.

  • Audit-ready logs: Track key configuration changes and financial actions to support governance and compliance reviews.

  • Scalable architecture: Support multiple branches, business entities, and growing user counts without compromising performance.

Measurable Impact on Your Business

Represents more than just a software change—it is a strategic upgrade to how your organization manages money, risk, and growth. By unifying dashboards, transactions, and controls in a single platform, finance teams gain the clarity, speed, and discipline needed to support confident, business-critical decision-making.

  • Operational Excellence: Replace disconnected spreadsheets with standardized workflows for sales, purchases, inventory, and bookkeeping. Close periods faster, reduce manual errors, and free your finance team to focus on analysis instead of data cleanup and repetitive reconciliations.

  • Data-Driven Growth: Move from static, after-the-fact reports to real-time visibility into cash, margins, and performance by customer, product, and region. Use integrated dashboards and reports to forecast more accurately, manage cash flow proactively, and support scalable, profitable growth.

  • Uncompromising Security: Strengthen governance with role-based access, approval workflows, and audit-ready logs for every critical financial action. Standardized policies, consistent posting rules, and transparent traceability help you reduce risk, support audits, and meet internal and external compliance requirements with confidence.

Schedule a Live Fin360 Demo?

  • A walkthrough customized for you.
  • Insights tailored your needs.
  • Answers on the spot.

For Teams, From Day One

Whether you’re a new startup or a rapidly growing enterprise, our platform is built to scale alongside your team. Early adopters will receive exclusive access to our newest features and dedicated, hands-on support.

What You Can Expect

“At CoolGen, we are dedicated to delivering measurable value at every stage of the engagement. Our solutions are designed to drive business growth, operational efficiency, and long-term success.”

— The CoolGen Team

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