FinanceHub: End-to-End AI Accounting

The full set of documents, joined up along one line

Paperwork at a Thai company does not stop at the invoice; a tax invoice and a withholding tax certificate always follow. FinanceHub puts all four document types on the same line: start with a quotation, convert it into an invoice, then convert that into a tax invoice without retyping the same information. Each document carries a status from draft through to paid, and comes with a full set of commands: update status, produce a PDF as both original and copy, edit, duplicate as a new document, or delete.

• Issue Quotations, Invoices, Tax Invoices and withholding tax certificates in one system
• Convert an invoice into a tax invoice, or duplicate an existing document as a new one
• Produce PDFs as both original and copy
• Track document status from draft through to paid

One dashboard for the whole accounting and tax picture

The front page gathers the figures a business owner has to look at every month: the value of quotations still outstanding, net cash flow, revenue actually collected, total expenses, profit and margin, together with a six-month revenue chart and the most recent documents and expenses. It can be filtered by month and year.

Below that is a tax summary bar separating output VAT, input VAT and the net VAT still payable, along with withholding tax both withheld from the company and withheld by it from others. These are the same figures needed at filing time, so there is no second round of adding up from separate files.

• Summary of quotations, cash flow, revenue, expenses, profit and margin
• Tax summary bar: output VAT, input VAT, the balance, and WHT on both sides
• Six-month revenue chart and the latest documents and expenses
• Filter the data by month and year

Projects, clients and team tracked in the same place as the books

The system ties documents to projects, so you can see which piece of work the money already invoiced belongs to. The projects page summarises the total number of projects, the number of clients and the number of people on the team, splitting status into Active, Completed, On Hold and Cancelled, along with a success rate, so conversations about the work and conversations about the money draw on the same data.

• Documents linked to projects and clients
• Project status split into Active / Completed / On Hold / Cancelled
• Client and team member records managed in the same system

AI-drafted proposals and OCR for financial documents

The two most time-consuming jobs in this cycle are drafting the proposal at the start and keying in expense documents at the end. The system includes AI Generate Proposal, which drafts a Thai-language proposal as an outline, covering the Executive Summary and the objectives of the work, which you can then regenerate, copy for further use, or download. On the expense side, OCR reads financial documents and pulls the data into the system instead of typing it in. A person still reviews and makes the final decision, but nobody has to start from a blank page.

• AI Generate Proposal drafts a Thai proposal with an Executive Summary and objectives
• Regenerate, copy or download the result
• OCR reads financial documents to record expenses