VOCITOFinance
Keep a finance overview
Same name as in your workspace
Result
One screen with what is open, what is paid, margin and VAT.
The overview itself is live. The weekly email briefing is switched off in production and is not part of this task today.
Example
Request, Vocito acts, result
1 · Request
Three invoices are open
2026-039EUR 1,200 · due Friday
2026-040EUR 300 · overdue
2026-041EUR 450 · paid
2 · Vocito acts
Vocito totals them on one screen
OpenEUR 1,500
PaidEUR 450
VATEUR 406
3 · Result
You check it Monday morning
Overdue1 invoice flagged
Nothing moves moneyread-only
Example scenarioAn owner checks open invoices every Monday morning in one view. Names and amounts are invented to show the steps; this is not a customer case.
What you need
Before you start
- 1Invoices in Vocito (task T03)
Who approves
The rule for this task
Nobody; it is a read-only overview.
Languages
Your workspace and your customers
- 1You work in Vocito in 13 languages: English, Dutch, German, French, Spanish, Italian, Portuguese, Swedish, Polish, Arabic, Russian, Turkish and Chinese.
- 2What your customers receive (confirmations, reminders, invoice emails): English is the base language and confirmed. Other languages are being verified per task before we list them here.
Start
See this task in a real workspace
Book a demo and we run it with your own example. Already a customer? Open /finance-cfo in your workspace; the task is in the same place.