01
Customer orders
What the customer asked for, line by line, in the order currency. The order state updates along with operations: open, delivered, closed.
FINTRAY ERP
If you have no ERP, Fintray includes a core ERP module.
You get the orders you need for matching: customer and supplier orders, articles, stock and partners. The module does not replace your main ERP; it lets you start matching invoices from day one.
A customer order showing the whole flow: the order lines, the purchase orders, the quantities received, and the invoice issued to the customer.
DAY-TO-DAY WORK
Three screens to run a complete commercial cycle.
From the customer order to the invoice, including the purchase orders needed for delivery.
02
Purchase orders
What you ordered to cover the customer order, with the quantity received against the quantity ordered. These are the orders incoming invoices are matched to.
03
Invoices issued
The invoice to the customer, issued from the order, with your own series and numbering. It goes straight into the register of issued invoices.
Articles
The master list invoice lines are matched against, with the codes you already use.
Stock
The stock available for each article, so you can see what still needs ordering.
Partners
Customers and suppliers, the same ones as in the invoice register. One list, kept up to date for the whole team.
ONE ORDER, THE WHOLE CHAIN
Open an order and see everything that has happened to it.
The order lines, the purchase order sent to the supplier for them, how much arrived, and the invoice that billed the customer. Without going through four screens and a spreadsheet to piece the story back together.
This is where the two halves of the product meet: an invoice received from Metalcraft Service matches the purchase order, and that same order says whether the delivery to the customer is covered.
CML-2026-00004
Delivered
Victor Anghelescu · EUR
ORDER LINES 2
Panel beating1.00300.00
Engine oil5.001,250.00
Order total1,550.00 EUR
ORDERED FROM SUPPLIERS 1
BILLED TO THE CUSTOMERcovers the whole order
NRV00012026-09-031,875.50 EUR
OR YOUR OWN ERP
You can have only one ERP active at a time.
The built-in ERP is one of the options; it is not picked automatically. It is changed from a single screen, and all the data Fintray reads or updates goes through the active ERP.
ERP over API
Any ERP that implements the published contract. Your provider can read the documentation and implement the integration, without depending on us.
Direct integration
For known ERPs: it writes confirmed documents and reads open orders and stock.
File exchange
For an ERP with no interface at all: it reads CSVs from a folder and writes the documents back into it.
It can change later
Start on the built-in ERP and move to your own when the integration is ready. Nothing in the flow waits for the integration.
The built-in ERP module is not the main reason you would choose Fintray.
The built-in ERP exists so that you are not blocked: if you have nowhere to match orders, you use ours and carry on. Fintray remains the link between your documents and the systems you run your company with, not an ERP trying to replace them.
Tell us which systems you use today.
In 60 minutes we map the invoices, decisions and bottlenecks in one real purchasing flow. Then we tell you whether Fintray connects to your ERP over API or by file, or whether it is simpler to start with the built-in module.
Schedule a demo