Getting started
What Finvora is, how workspaces and plans work, and where to find each module.
What is Finvora?#
Finvora is a finance platform for UAE and Pakistan businesses. It combines quotations, invoicing, accounting, inventory with a POS tablet app, and customer management in one workspace.
Every company gets its own isolated workspace (tenant). Data is never shared between workspaces, and each workspace has its own users, roles, settings, and subscription plan.
Modules at a glance#
| Module | What it does |
|---|---|
| Dashboard | Overview of receivables, billing, pipeline, and ledger health. |
| Quotations | Create and send quotes, track responses, convert accepted quotes to invoices. |
| Invoicing | Issue invoices, record payments, track outstanding and overdue amounts. |
| Accounting | Chart of accounts, journal entries, periods, financial reports, and tax compliance. |
| Inventory | Products, stock levels, warehouses, purchase orders, and the POS tablet app. |
| Customers | Customer records used across quotations, invoices, and contracts. |
| Settings | Company profile, tax configuration, users, roles, and API keys. |
Note: The sidebar only shows modules that your plan includes and your role can access. If a module is missing, check your plan in Settings → Billing or ask an admin about your permissions.
First steps for a new workspace#
- 1Complete your company profile in Settings — name, address, and tax registration details appear on quotations and invoices.
- 2Confirm your tax jurisdiction (UAE or Pakistan). This controls VAT rates, compliance dashboards, and tax return exports.
- 3Add your first customers under Customers, or create them inline while drafting your first quotation.
- 4Create a quotation and send it, or go straight to Invoicing if you do not use quotes.
- 5Invite teammates under Settings → Users and assign roles that match their responsibilities.
Plans, roles, and permissions#
Access is controlled on two levels. Your subscription plan decides which modules and features the workspace can use (entitlements). Roles and permissions decide what each user can see and do inside those modules.
- Plan entitlements gate features like financial reports, bank reconciliation, VAT returns, and the Open API.
- Roles bundle permissions — for example an Admin role typically has full access, while a sales role may only see quotations and customers.
- Upgrading the plan takes effect immediately; no reinstall or migration is needed.
Languages#
The app supports English and Arabic, including right-to-left layout for Arabic. Switch languages any time from the sidebar — the setting applies per user.