Every rupee out, approved. Every rupee in, visible.

Expenses are recorded by category and approved before they count. Collections, outstanding and overdue invoices sit next to them, so the owner sees money in and money out in one place.

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Expenses

Expenses+ Expense

All 214Pending 9Approved 196Rejected 9

ExpenseCategoryAmountByStatus

Client visit, PuneTravel₹6,850NVPending

Exhibition stallMarketing₹42,000SPApproved

Office internetUtilities₹2,360HTApproved

Team lunchMeals₹3,900AQRejected

Expenses

Problem

Claims on WhatsApp and paper

Bills get lost and nobody knows which were approved.

Problem

No view of spend by category

Marketing and travel costs are only seen at year end.

Problem

Collections in a different system

Outstanding and overdue amounts need a separate report.

Record, review, approve

Expenses are recorded with a category, amount, date and description: travel, meals, software, hardware, office, marketing, utilities, salaries, rent or other. Each starts as pending, and a reviewer approves or rejects it.

Filter by status and by category
Approved expenses feed the finance summary
Access controlled by role in the Roles Master

Expenses

Expenses+ Expense

All 214Pending 9Approved 196Rejected 9

ExpenseCategoryAmountByStatus

Client visit, PuneTravel₹6,850NVPending

Exhibition stallMarketing₹42,000SPApproved

Office internetUtilities₹2,360HTApproved

Team lunchMeals₹3,900AQRejected

Expenses

Money in and money out, side by side

The finance summary brings together collected revenue from paid invoices, the outstanding amount on sent and overdue invoices, the overdue amount on its own, and approved expenses.

Customer outstanding from your invoices and payments received
Spend by category
Finance operations, not a replacement for your accounting software

Finance

Collected₹36.1Lpaid invoices

Outstanding₹12.1Lsent + overdue

Approved expenses₹10.7Lthis year

Overdue₹3.8L4 invoices

Approved expenses by category

Marketing₹1.9L

Travel₹1.2L

Salaries₹6.4L

Utilities₹0.5L

Office₹0.7L

Finance

Illustrations of NCRM features, simplified for this website. Names and figures are sample data.

Workflow example

How it plays out in a real week.

An illustrative example, using the steps NCRM supports.

TuesdayA sales rep records ₹6,850 of travel for a client visit. It is pending.
WednesdayThe manager reviews and approves it. It now counts in the month’s travel spend.
Month endThe owner sees collections, outstanding, overdue and approved expenses on one summary.

Who it’s for

Business use cases

Owners who approve team spending
Field sales teams with travel claims
Accounts teams who need spend and collections together

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FAQ

Questions

Does NCRM replace our accounting software?

No. Expenses and finance in NCRM are finance operations: spending control and receivables visibility. Your books, ledger and statutory accounting stay in your accounting software.

Who can approve expenses?

Whoever your roles allow. Access to expenses is controlled in the Roles Master.

Next step

See your own sales process running in NCRM.

Book a live demo. Bring a recent inquiry and a quotation format, and we will walk you through that deal from first contact to payment.

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Every rupee out, approved. Every rupee in, visible.

Problems this solves

Claims on WhatsApp and paper

No view of spend by category

Collections in a different system

Record, review, approve

Money in and money out, side by side

How it plays out in a real week.

Business use cases

Questions

See your own sales process running in NCRM.

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Proudly Made in India