Finance

The people numbers and the money finally agree.

Payroll, invoicing, expenses, and budgets read from the same records as HR and time. One headcount change updates the forecast, the pay run, and the cost center in the same moment.

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INV-2026-0194 sentNorthwind Foods · £13,411.08
Pay run approved128 people · no variance flags
Finance · Northwind Group
Payroll this run£404,760+1.8% vs last run
Invoiced MTD£186,24012 drafts ready
Awaiting approval42 past target date
Collected92%of invoices on terms
Invoiced vs collected Last 8 months
OctNovDecJanFebMarAprMay
This week
Awaiting your approval4
Completed this week37
Everything elseOn track
Locked periodsMar, Apr
What's included

What the Finance module covers

Enough to run a services business, and it exports cleanly to the ledger you already use.

Payroll

Pay runs built from approved hours, salaries, and adjustments, with variance against the previous period surfaced before you commit.

Invoicing

Client invoices generated from billable time and fixed fees, sent from the platform, with a payment portal and aging report per client.

Two colleagues reviewing figures together
Payroll gets checked by people. The numbers just need to already be right.

Expenses

Receipt capture, policy limits enforced at submission, multi-step approval, and reimbursement in the next pay cycle.

Accounts payable

Vendor records, bill entry, approval routing, and a payables aging view so nothing slips past its terms.

Budgets & cost centers

Departmental budgets with actuals posted as they happen, and every hour, expense, and salary tagged to a cost center.

Reporting

Built-in reports plus a custom report builder and scheduled email delivery. Bank feeds and a read-only QuickBooks sync keep the ledger current.

The screens

Finance in the product

Screens from the working product, filled with sample data so you can see the shape of the thing before you talk to us. Click anything, or just watch.

Invoice INV-2026-0194

Northwind Foods · Draft from approved time

Draft
DescriptionHoursRateAmount
Payroll migration — delivery48.0£135£6,480.00
Payroll migration — QA22.5£95£2,137.50
Policy refresh workshops16.0£140£2,240.00
Expenses — travel (rebilled)——£318.40
Subtotal£11,175.90
VAT 20%£2,235.18
Total due£13,411.08
Source
86.5 approved hours, weeks 17–19
Rates from the project assignment
3 expenses marked rebillable
Aging
Current£38,900
30–60 days£5,120
60+ days£1,540

Expense review

Claims checked against policy before they reach you

4 awaiting you
ClaimPersonAmountPolicy check
Client dinner — LeedsPriya N.£84.20Within limit
Train fares — ManchesterMarcus L.£212.00Receipt matched
Hotel — 2 nightsDana R.£410.00£50 over limit
Software licencePriya N.£96.00Within limit
Awaiting you
4
Completed this week
37
Next pay cycle
Fri 30 May

Pay run — May

Built from approved hours, salaries, and adjustments

Ready to review
GroupPeopleGross
Salaried staff94£312,400
Contractors (approved time)34£88,150
Expense reimbursements19£4,210
Total128£404,760
Variance vs previous run
+1.8% · 1 new hire, 2 raises
Checks
Hours approvedPassed
Bank detailsPassed
Second approverPending

Budgets & cost centers

Actuals post as they happen · FY26 to date

Live
Delivery£412k of £570k
Sales£118k of £220k
People Ops£93k of £105k
Technology£61k of £150k

Screens shown with sample data from a demonstration workspace.

Pixi AI · Finance

Ask in plain language. Act on what comes back.

Reminders, escalations, and status changes fire from the same rules, so nothing sits in a queue because a person forgot to look.

It drafts and suggests; it never approves, hires, or pays anyone on its own.

PixiFinance assistant · live records
Online
How it runs

From an approved hour to a paid invoice

The month-end close is mostly review, because the data was captured correctly the first time.

  1. Time and expenses approve during the month

    Nothing waits for the last week. Approved items post to the project and cost center immediately.

  2. Invoices draft themselves

    Billable hours and fixed fees roll into a draft per client. You adjust write-offs and narrative, then send.

  3. Payment arrives and reconciles

    The client pays through the portal or by bank transfer. Bank feed matching clears the invoice and updates the aging report.

  4. Payroll runs off the same hours

    Contractors are paid on approved time, salaried staff on their record, with expense reimbursements attached to the run.

  5. Margin is visible per project

    Revenue billed minus labour cost and expenses, per project and per client, without a separate spreadsheet model.

From our founder
“We stopped chasing spreadsheets and started actually talking to people again.”
Sean Morrison — Founder, HaloHR
One recordPeople, time, and pay share a single source
Per tenantData and AI retrieval never cross a client line
MinutesTypical time to set up a new client workspace
A colleague smiling at a laptop
Built in

Separation of duties as standard

Finance data carries the tightest permissions in the platform, enforced server-side on every request.

Who can see financeServer-side
InvoicesPay ratesApprove Finance✓✓✓ HR–✓– Manager–––
Roles without it load no finance data on any route
  • Finance visibility is a distinct permission — roles without it load no finance data on any route, not merely a hidden menu
  • Approval thresholds require a second approver above configurable amounts
  • Pay rates and salary bands are separately permissioned from general employee records
  • Locked accounting periods block retroactive edits once a period is closed
  • Full audit trail on every invoice, expense, bill, and pay run
Keep exploring

Connected to the rest of the platform

Every module writes to the same database, so a change in one place shows up everywhere else.

All modules

Time & Work

The approved hours payroll and invoicing are built from.

Compliance

Retention, evidence, and audit trails across financial records.