FINANCIAL OPERATIONS

Streamline Financial Operations with Loamy's Integrated Finance System

Tablet screen showing Loamy finance dashboard with total revenue $500,420, total cost $420,289, profit $80,131, invoices past due 14, monthly profit and loss bar chart, and donut charts for revenue and expenses categories.

Eliminate Guesswork and Maximize Profitability

Stop relying on disconnected spreadsheets and delayed reports. Loamy connects your inventory and sales data directly to your financials, giving you real-time visibility into cash flow, costs, and margins so you can make data-driven decisions.

Key Features

Finance overview showing total revenue of $500,420 up 40%, total cost of $420,289 down 10%, and profit of $80,131 up 20%, with a monthly profit and loss bar chart and line graph from January to December.

Financial Intelligence

Profitability Tracking: Monitor month-over-month profitability trends at a glance to see exactly where your business stands.
Cost Analysis: Instantly identify your top revenue generators and biggest cost drivers to optimize your bottom line.
Performance Metrics: Track sales rep and product performance to understand who (and what) is driving your growth.

Sales finance table listing customers Kroger, Schnucks, Walmart; products Broccoli, Apples, Oranges; salespersons; revenues; payable costs; and invoice statuses including Pending, Sent, and Paid with dates and invoice numbers.

Invoicing & Credit Control

Seamless Billing: Generate and share professional digital invoices with customers instantly upon order completion.
Smart Credit Limits: Prevent bad debt by setting custom credit limits that automatically flag customers who owe you more than they should.
Real-Time Aging: View up-to-the-minute AP and AR reports to know exactly who to pay and who to collect from first.

Record Payment form showing order 1021, invoice 1005, Broccoli 3928101, total $350.25 with payment method cash, deposit account checking 1005, amount received $375.00, and change $24.75, with Cancel and Record buttons.

Payment Management

Flexible Collections: Record payments seamlessly, including support for partial payments, overpayments, and deposits.
Digital Transactions: Simplify payouts with automated cashback calculations and digital check generation.
Cashier Workflows: Streamline high-volume payment acceptance for wholesale markets or direct-sales environments.

Financial expenses summary showing total expenses of $500,420 with 40% increase, top cost shipping $225,550 with 10% decrease, and a table listing expense numbers, suppliers, names, totals, and due dates including one past due on Aug 28, 2025.

Accounting Integrations

Two-Way Sync: Automatically sync data with QuickBooks, Xero, and other major accounting platforms to eliminate double entry.
Custom GL Mapping: Customize exactly which General Ledger accounts are used for each transaction type to keep your books clean.
Inventory Reconciliation: Ensure your accounting software always matches your physical stock value with real-time inventory adjustments.