01
Understand the numbers
Read income, expenses and payment status alongside the activities behind them to identify what needs a closer look.
SOLUTIONS/CREAFI AI
Finance & invoices
Manage payments and invoices with AI.
Create invoices, track cash flow and keep business finances under control.
Your ideas. Your direction. With AI.
AI invoices
Integrated payments
Expense management
Financial reports
MONEY & OPERATIONS
See the operating side of the business more clearly.
Keep invoices, costs, budgets and commercial decisions close enough to inform each other.
02
Keep invoicing organized
Gather customer and document details. Verify amounts and information before issuing or sharing an invoice.
03
Connect financial decisions
Bring financial signals into operational decisions: costs to review, payments to follow up and information to share with your accountant.
HOW IT WORKS
A clear path from input to outcome.
Select a step to explore the workflow.
Illustrative workflow
Map the money
Bring budgets, costs and obligations together.
Run the routine
Keep invoices and operational updates organized.
Decide with context
Connect financial signals to business decisions.
Bring your brief to Creafi and start with this workflow.
WHY CONNECTED CONTEXT MATTERS
The best output starts with the right context.
Creafi keeps the information around the business close to the work, so each capability can make use of what came before.
Compare plansRevenue context sharpens planning.
Cost patterns become easier to compare.
Invoices stay connected to operations.
Business decisions can reference current signals.
PUT IT TO WORK
Keep invoicing connected to the work behind it.
Two practical ways to shape the work around a real project. Use the one that fits your goal and adapt the details to your business.
An invoice after an agreed project
Start with the customer details, the work delivered and the amounts agreed for the project. Prepare clear line descriptions so both sides can recognise what is being invoiced. Check the draft with the person responsible for billing before issuing it. Keep the payment information and the related project context easy for the team to retrieve.
A regular view of operating costs
Organise the expenses and payment records you want to review for the period. Use consistent labels so the report is useful beyond a single month. Check the underlying entries before drawing conclusions from a chart. Bring questions about missing or unusual records to the person who manages them and keep those updates connected to the source information.
Have a project like this in mind? Bring your own brief to Creafi.
THE FINAL REVIEW
Review records before you rely on a report.
Keep people in charge of the details that matter. Use these checks when the work is ready to be published, sent or shared.
Check customer and line details
Verify names, billing information, dates and amounts against approved records. AI-generated descriptions should match the actual work or product.
Separate status from assumptions
Review whether a payment is pending or recorded as received. Do not treat a sent invoice as confirmation of payment.
Keep a clear review owner
Agree who checks invoices and reports before use. Confirm the settings needed for your business with the responsible professional.
FAQ
A few answers,
before you start.
Can I keep invoicing and operations close together?
The experience is designed so financial routines can sit near the operating context that informs them.
Can budgets and costs inform decisions?
Yes. The value is making financial signals easier to connect to business choices.
Is this only for finance teams?
No. The workflow is intended to make financial context useful across the wider business.
CONNECTED CAPABILITIES
Build the next layer from the same context.
YOUR NEXT STEP
Manage invoices and expenses.
Plan budgets, monitor costs and keep invoicing close to the rest of the business.
Create your account to start. Check the plans for included features and credits.