Platform module
Finance & Analytics
Connect operational work to receivables, payables, job costing and performance reporting with controlled financial visibility.
Receivables and payables views
Job costing and profitability
Financial field masking
Operational dashboards
Exportable reports
Useful independently
Teams can adopt Finance & Analytics for its focused workflow without enabling every other Wharvex module.
Connected when needed
Records can link to the same tenant customers, suppliers, quotations, shipments, documents and conversations.
Tenant controlled
Access follows tenant membership, permission sets, lifecycle state and the capabilities included in the subscription.
How it works
A clear operational workflow
- 1
Connect costs and revenue to operational work
- 2
Track invoices and payment status
- 3
Review job cost and profitability with authorised visibility
- 4
Analyse performance and export reports
Designed for
- • Finance receivables teams
- • Finance payables teams
- • Operational and commercial leaders
Operational outcomes
- • Operational and financial context in one workspace
- • Controlled access to sensitive fields
- • Better visibility of profitability and service performance
Frequently asked questions
Who uses Finance & Analytics?
Finance receivables teams, Finance payables teams, Operational and commercial leaders use this module with access controlled by tenant roles and permission sets.
Can Finance & Analytics work independently?
Yes. A tenant can use this focused workflow independently and connect it to other Wharvex records and modules when required.
What does Finance & Analytics connect to?
It connects naturally with Pricing & Quotes, Freight Operations, Workspace & Security while maintaining tenant-scoped access.