Clauhub Finance
Your company's money, in one place.What comes in, what goes out and what is left.
Income and expenses from every source, what you are owed and what you owe, budgets and banks. Your invoices already arrive as entries.
Included in every plan · Support in Spanish
Income and expenses
One ledger of income and expenses. Nothing typed twice.
What you record, what your recurring rules create, your invoices, payroll and supply expenses, in one list with its totals.
Your invoices are already entries
What your RFC issues is income and what it receives is an expense. When a CFDI is cancelled, it leaves the list.
Receivables and payables
Every open balance with its days overdue: current, 1–30, 31–60, 61–90 and over 90.
Partial collections and payments
Record what you collected or paid and the balance goes down. Nothing is ever overpaid.
Export what you see
Download the list, with its filters, as CSV or XLSX.
How it works. From setup to the dashboard.
- 01
Set up once
Pick the country, which sets the currency and time zone, and Mexico's 45 categories load, each mapped to its SAT grouping account.
- 45 Mexican categories
- Your accounts
- 02
Record and import
Record income and expenses, create recurring rules for rent or subscriptions, and import your bank statements.
- Your invoices, as entries
- Import CSV or XLSX
- 03
Reconcile and review
Link each bank movement to its income or expense and see the month on the dashboard, against the previous period.
- Budget against actual
- What you are owed
Everything Finance does. Each screen, for the people who use it.
- Dashboard
The month at a glance
Income and expenses before VAT, result, investments, receivables, payables, collected and paid, with the change from the previous period and the month-by-month flow.
- Budgets
The year's plan, month by month
Versions per year, the worksheet by category and month, and tracking of actuals against the plan or against last year.
- Banks
Reconciled bank statements
Import the statement as CSV, TXT or XLSX; duplicates are detected and each movement is reconciled or classified.
- Recurring
What repeats, records itself
Rules that create the income or expense on its date, once. Pause and resume them whenever you want.
- Categories
Mexico's and your own
The 45-category template plus your own, one level of subcategories, imported from a file or copied from another organization.
- Currencies
Each currency on its own
Money stays in the currency it was recorded in and is never converted: totals add up per currency.
Everyone sees what is theirs to see.
Income only or expenses only
A role can be limited to one kind, some categories or a time window, and the screen says when access limited what you see.
Totals only
A totals-only role sees the figures, never the entries or exports.
Per fiscal entity
A role on one fiscal entity sees only its records, never the whole organization's.
Read-only for auditors
With read-only access, recording, editing and voiding are not offered.
Frequently asked questions
Does it connect directly to my bank?
There are no bank connections yet. You import the statement your bank lets you download, as CSV, TXT or XLSX; the same file twice adds nothing.
Do I need an RFC or e.firma to use Finance?
No. Finance works without fiscal entities. If you have them, their invoices show up as income and expenses without being copied.
Does it handle dollars?
Yes. Every entry stays in its currency and is never converted; totals and the dashboard show each currency apart.
How are invoices paid in installments settled?
An invoice paid in installments stays as a balance until its payment receipts pay it, each shown with its date, amount and UUID.
How much does it cost?
Finance is available on every plan, at no extra cost.
Clauhub Finance
Your company's money, in one place.
Included in every plan · Support in Spanish