Valion OS
PricingCustomers

Finance

Manage cash flow. Send invoices. Stay in control.

Quotations, invoices, expenses, payments, and real-time insights, connected to CRM, Projects, Inventory, HR, and AI on Valion OS.

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Connected finance

More than accounting software

Finance isn't just about recording transactions. Valion Finance connects your financial operations with the rest of your business, everything works together.

1

CRM

Deal won

2

Projects

Project created

3

Delivery

Work completed

4

Finance

Invoice generated

5

Cash

Payment received

6

Insights

Reports update

Create professional invoices

Generate branded invoices in minutes. Get paid faster with professional, accurate billing.

  • Custom invoice templates
  • Products & services
  • Taxes and discounts
  • Multi-currency support
  • Recurring invoices
  • PDF generation
  • Online payment links
  • Customer payment history

Quotes & estimates

Turn opportunities into revenue. Convert accepted quotes into invoices or projects with a single click.

QuotationsEstimatesProposalsPrice lists

Track approval status end to end.

Track income & expenses

Know exactly where your money comes from and where it goes.

IncomeExpensesBillsVendor paymentsReimbursementsCategoriesAttachments

Payments made simple

Accept and track payments from invoice creation to final settlement.

  • Online payment links
  • Partial payments
  • Payment reminders
  • Payment status tracking
  • Refund management
  • Payment reconciliation

Cash flow visibility

Understand your financial health in real time.

Cash inflows
Cash outflows
Outstanding invoices
Upcoming payments
Profit trends
Revenue growth

Valion AI

AI-powered finance

Spend less time interpreting numbers and more time making decisions.

Explore Valion AI →
Forecast cash flow
Explain financial reports
Identify overdue payments
Generate financial summaries
Detect unusual spending
Recommend payment follow-ups
Analyze profitability
Answer finance questions in plain language

Cross-app

Connected to every department

No duplicate data entry. No disconnected accounting systems.

CRM

Convert quotations into invoices

Projects

Bill completed work

Inventory

Update stock after sales

HR

Track payroll-related expenses

Marketing

Measure campaign ROI

Automation

Send payment reminders automatically

Automation

Automate financial workflows

Let automation handle routine work while your team focuses on growth.

Proposal → Invoice

Proposal approved→
Generate invoice

Due → Reminder

Invoice due→
Send reminder email

Paid → Balance

Payment received→
Update customer balance

Expense → Approve

Expense submitted→
Start approval workflow

Renew → Recur

Subscription renewal→
Create recurring invoice
Learn about automation →

Financial dashboards & reports

Everything updates automatically as your business operates.

Revenue
Expenses
Profit & Loss
Cash Flow
Outstanding invoices
Customer balances
Payment trends
Financial performance

Multi-business & multi-currency ready

Whether you operate locally or globally, Valion Finance grows with you.

  • Multi-company support
  • Multi-location operations
  • Multi-currency transactions
  • Tax configuration
  • Custom financial periods
  • Regional settings

Security

Enterprise-ready security

Your financial information stays accurate, secure, and accessible.

  • Role-based permissions
  • Approval workflows
  • Audit logs
  • Secure cloud infrastructure
  • Data encryption
  • Automated backups

Summary

Why choose Valion Finance?

Professional invoices and quotations
Complete income and expense management
Real-time cash flow visibility
AI-powered financial insights
Automated billing and payment reminders
Connected with CRM, Projects, Inventory, and HR
Multi-company and multi-currency support
Built into the ValionOS platform
Browse all Valion Apps →

Financial management built for growth

Track cash. Get paid faster. Grow with confidence.

From your first invoice to enterprise-scale operations, stay organized and make smarter decisions on Valion OS.

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Valion OS

Service business management software for the UAE. Bookings, crews, quotes, invoices and customers in one place, set up for you in 7 days.

Billing is by invoice. Our team sends your invoice after setup.

support@valionos.com · +966 59 736 9443

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