SurgeMind
Finance operations

Connect operational activity to the books.

Bring sales, purchases, receipts, payments, stock and expenses into a finance workflow that can be reviewed and reconciled.

Explore how this capability connects with your current workflows. We will confirm fit, scope and any required integrations before proposing an implementation.

Discuss this workflow
Built for your control

Your system should answer to your business.

Bring the whole team. Keep control of your business data. Agree security, custom-work and handover terms before implementation.

See what ownership means

Unlimited users

No per-seat software fees. Bring the whole team into the workflow.

01

Your business data stays yours

Data access and handover expectations are agreed with you.

02

AWS-backed hosting & security

Security controls and shared responsibilities are agreed for your deployment.

03
Choose your starting point

One system. Your workflows.

Accounting

Connect accounting with the records, responsibilities and next steps in the capability map below.

Discuss accounting

Dashboards

Connect dashboards with the records, responsibilities and next steps in the capability map below.

Discuss dashboards
At a glance

What the work covers.

The details change by team. The handoffs between them should stay clear.

01

Ledger & business structure

Keep financial records organised for the entities and dimensions you report on.

  • Chart of accounts and general ledger
  • Multi-company and inter-company records
  • Cost centres, branches and projects
02

Receivables & payables

Follow money owed by customers and due to suppliers.

  • Sales and purchase invoices
  • Receipts, payments and allocations
  • Ageing and payment terms
03

GST & statutory records

Keep transaction detail together for accountant and authorised-adviser review.

  • Tax templates and GST classification
  • GST return preparation
  • E-invoice and e-way document workflow
04

Cash, assets & close

Bring liquidity and long-lived assets into the regular finance view.

  • Bank and payment reconciliation
  • Cash flow and financial statements
  • Fixed asset register
05

Finance reporting

Move from individual transactions to a reviewable financial picture.

  • General ledger and trial balance
  • Profitability by product or project
  • Receivable, payable and tax reports
Accounting & GST capability map

Useful when the steps connect.

Explore the practical workflows this capability can cover. Platform features, configuration, external connections and custom work are distinguished in the map.

05Work areas24Capabilities
WORK AREAS05

Select an area to explore the workflows in scope.

WORK AREA 01

Ledger & business structure

05 capabilities

Keep financial records organised for the entities and dimensions you report on.

  • 01

    Chart of accounts and general ledger

    Record journals and transactions in the configured account structure.

    Configured workflow
  • 02

    Multi-company and inter-company records

    Maintain separate company books and agreed consolidation workflows.

    Configured workflow
  • 03

    Cost centres, branches and projects

    Attribute income and costs to the business units leaders review.

    Configured workflow
  • 04

    Multi-currency transactions

    Record foreign-currency documents using configured exchange rates.

    Configured workflow
  • 05

    Budgets and period closing

    Compare actuals to budget and prepare finance review and close steps.

    Configured workflow

Features marked for configuration, integration or custom delivery are confirmed during discovery. Final availability depends on workflow, provider and project scope.

Bring a real example.

We will map where the handoff breaks down and what a first release could include.

Talk through your workflow