A list that says who to call
Each person opens Today and sees who is due, what was promised and what is late, then logs the call on the same line.
XCodefix Finance
Know what every client owes, and who is chasing it
Finance takes over from the payment spreadsheet. Projects, retainers and renewals carry their own billing schedule, every payment is verified before it counts, and a daily desk tells each person who to follow up with today.
A follow-up desk for every person, every morning
Cash and personal-account payments tracked to the bank
One client list, shared with Projects
Follow up today9 clients
Due now₹3.42 L
Over 60 days₹1.10 L
Promised₹86,000
C1Client onePhase 2 · 34 days late · called MonPromised Fri
C2Client twoRetainer · November · UPITo verify
C3Client threeDomain and hosting · renews 12 NovRenew
- reports, from ageing to cash forecast
- 6
- roles, from owner to viewer
- 6
- renewal list refreshed from hosting
- Daily
- client list, shared with Projects
- 1
Why teams switch
Stop updating the sheet. Start collecting.
Payment sheets go stale when nobody fills in the dates and money lands in too many places. Finance asks for less typing and keeps a trail for every rupee.
A trail for every rupee
Anyone can record a payment with proof and Accounts verifies it. Cash and personal accounts stay flagged until the money reaches the company.
Nothing typed twice
Clients, pods and account managers come from Projects, and hosted sites from your servers, so the blank columns fill themselves.
Settlements approved, not buried
Barter and write-offs need the owner's approval and show in every total, not in a remark.
What is included
From sold work to money in the bank
Everything the payment sheet tracked, plus the history it never kept.
Today desk
- Due and late clients to follow up today
- Log a call, WhatsApp, email or visit with its outcome
- Promises to pay with an amount and a date
- Work finished in Projects that is not billed yet
- Payments waiting for Accounts, renewals coming up
Clients
- Statement, work, payments, invoices and follow-ups on one page
- Printable client statement
- Old spellings matched to one client
- Who chases each client: owner, account manager or pod lead
Projects and retainers
- Advance and phases that must add up to the value
- Retainers that raise one bill a month
- Due now, not yet due and advances kept apart
- Retainer grid with report-sent from Projects
Payments
- Record a payment with mode, account and proof
- Accounts verifies or rejects each one
- Cash and personal accounts tracked until deposited
- Barter and write-offs approved by the owner
Domains and hosting
- Renewal list with domain expiry and deletion dates
- Hosted sites added from your hosting servers
- Down or suspended sites flagged
- Each renewal linked to the client who pays
Reports and admin
- Receivables ageing, collections by month and account
- Six-month cash forecast and retainer revenue
- Dues and follow-ups per person
- Data health, import review and audit log
How it works
Up and running in three steps
- 1Bring your payment sheet
We import your existing sheet. Every row is kept, totals are checked against the sheet, and anything unclear waits on a review page.
- 2Link clients and work
Clients match to Projects by name and old spellings, projects link to their delivery work, and hosting fills the renewal list.
- 3Chase from one list
Each morning people open Today, follow up and record what came in. Accounts verifies; owners read the reports.
Better together
Connected to the rest of your apps
Every XCodefix app shares people, companies and sign-in, so data entered once is used everywhere.
Projects
Clients, pods and account managers come from Projects; finished projects show up as ready to bill.
AI Chat & StudioHosted sites, packages and domain expiry come from Studio's hosting records, so renewals list themselves.
HRMSLogins and group companies come from HRMS, and HR admins arrive with the right Finance role.
OneSign in once, and give or take away Finance access per person from One.
Does Finance create GST invoices?
Not yet. Finance keeps the invoice register and tracks what each invoice has collected. GST invoices with numbering per company are on the roadmap; until then, keep raising invoices in your accounting software.
Does it replace our accounting software?
No. Finance covers what clients owe and how it is collected: billing schedules, follow-ups, payments and renewals. Your books, GST returns and supplier bills stay in your accounting software. A Zoho sync is on the roadmap.
Can we move our payment spreadsheet across?
Yes. We import your sheet with every row kept as it was. Client names are matched, conflicts such as phases that do not add up to the project value are listed for review, and totals are checked against the sheet before you switch.
What happens to cash, or money paid into a personal account?
It is recorded like any other payment, with who collected it. After Accounts verifies it, it stays marked "to deposit" until someone confirms the money reached a company account.
Who can see what?
There are six roles: owner, admin, accounts, collections, pod lead and viewer. Pod leads see only their own pod's clients. Access is given or taken away per person from One.
Free 30-minute demo
See your receivables in Finance
We will show you the Today desk, a client statement and the reports with sample data, and talk through moving your payment sheet across.
- Set up around your company, not a generic tour
- Help moving data from spreadsheets and other tools
- Already a customer? Sign in to your apps