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SOLUTION · FINANCE OPERATIONS

Finance operations connected to the work that creates the money.

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Voyager connects finance operations to the customer, project, purchase or operating plan behind the number. Invoices can follow delivery milestones, bills can reconcile to purchasing and receiving, cash and forecasts move with operating changes, and credits, write-offs and pricing exceptions follow explicit approval.

HOW THE WORK MOVES

From operating event to cash position, forecast and review.

Keep receivables, payables, cash, margin and budget variance traceable to the business activity that created them.

  1. Operating eventA delivery milestone, purchase, refund or pricing decision creates financial work.
  2. PrepareInvoice, bill, credit or payment information is assembled from the source records.
  3. Authority gate: ApproveThresholds govern spend, refunds, write-offs and pricing exceptions.
  4. Pay or collectReceivable and payable activity moves with the account or supplier context attached.
  5. ReconcilePayments and connected accounting activity are matched to the underlying transaction.
  6. Update cashCash position reflects what has happened and what remains due.
  7. ForecastBudgets and forecasts update as operating plans move.
  8. ReviewFinance analyzes margin, unit economics, exceptions and actual results.

01RECEIVABLES

Invoices issued when the work says so.

Issue invoices on delivery milestones or schedules, follow up on overdue balances with the account context in view, and handle credits and refunds through approval.

  • Milestone and scheduled invoicing
  • Collections with account context
  • Credits and refunds with approval

02PAYABLES

Bills, approvals and payments.

Capture bills, connect them to purchase orders and receiving, route them through your approval thresholds and track them through to payment.

03CASH AND RECONCILIATION

Cash position with the operating detail behind it.

See cash position and transaction detail, reconcile payments, including activity from connected payment and accounting systems where the connection allows, and trace any transaction to the customer, project or purchase that caused it.

04PLANNING

Budgets, forecasts, pricing and unit economics.

Plan budgets and forecasts that move when operating plans move. Analyze cost to serve, unit cost, discounting, contribution margin, break-even and profitability by product, customer, location or team.

  • Budgets and forecasts
  • Cost to serve and unit cost
  • Contribution margin and break-even

05FINANCE INTELLIGENCE

Financial signals read in operating context.

An overdue invoice from a healthy relationship is handled differently from one where delivery is slipping. Voyager connects financial signals to what is actually happening with the customer, the work and the commitments.

06CONTROL

Approvals and thresholds where they matter.

Refunds, credits, write-offs, spending and pricing exceptions follow your approval thresholds, with who approved what, why and on which evidence recorded.

Capital expenditure

From need to post-investment review.

Capital purchases follow a governed lifecycle, so an investment is judged against the case that justified it.

  1. NeedAn operating need is raised with its context and urgency.
  2. Business caseCosts, benefits, alternatives and expected return are modeled.
  3. Authority gate: ApprovalThe case routes to the approvers your policy requires.
  4. FinancingFunding source and financing terms are recorded.
  5. VendorSourcing and vendor selection run through procurement.
  6. ImplementationDelivery is tracked as a project with milestones.
  7. CapitalizationThe asset is recorded when it enters service.
  8. ReviewActual results are compared with the original case.

What changes when a milestone slips

Finance hears about it from the plan, not from the bank.

A client moves a go-live date by one week. In many businesses finance learns this when the payment does not arrive.

  1. Plan changes

    The project milestone moves, and the milestone invoice tied to it moves with it.

  2. Forecast updates

    The cash forecast reflects the new expected date, with the reason attached.

  3. Nothing is sent early

    The invoice is not issued against a milestone that has not happened.

  4. Decision where needed

    If the delay crosses a threshold, the finance lead gets a request with the full context.

Finance, delivery and the account owner see the same change at the same time.

BEFORE YOU START

Common questions about this area.

What finance work does Voyager handle?
Receivables, payables, invoices, bills, payments, credits and refunds, cash position, reconciliation, budgets, forecasts, approvals, pricing, unit economics and capital expenditure.
Can we keep QuickBooks Online or Xero?
Yes. Both connect to Voyager, alongside Stripe and PayPal for payments. Keep them connected, or move selected finance operations into Voyager.
Does Voyager provide financial advice or audit assurance?
No. Voyager runs finance operations and analysis; it does not provide regulated financial advice or audit assurance.

CONNECTED WORK

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We will map the source event, approval, invoice or bill, reconciliation, cash effect and forecast update, including QuickBooks Online or Xero where you want the books to remain.