Your entire financial picture
Asset tracking, forecasting, and reporting — all in one place.
Asset Depreciation
Track equipment value, calculate monthly depreciation, and monitor book value vs market value — automatically.
Financial Forecast
3-month projections based on your historical data and recurring transactions. See where your finances are heading.
Professional reports, ready to share
Export to PDF or Excel. Hand them to your accountant, investor, or team.
Profit & Loss
Monthly income vs expenses with bar chart and year-end summary.
Invoicing
Create, send, and track invoices. Download PDF. Mark paid in one click.
Balance Sheet
Assets, liabilities, and equity — with accounting equation verification.
Everything you need — nothing you don't
Built for business owners who want financial clarity without the complexity of enterprise accounting software.
Asset Depreciation
Auto-calculate monthly depreciation, book value, and market value for every asset you own.
Real-time P&L & Balance Sheet
Instant profit & loss, balance sheet, and period comparisons. Export to PDF or Excel.
Smart Budget Tracking
Set budgets per category. See real-time impact before every expense. Get alerts before overspending.
Invoicing & Receivables
Create invoices, download PDFs, and auto-track receivables. Mark paid in one click.
Automated Recurring
Set up recurring income and expenses. They auto-execute on schedule — no manual work.
Client Profiles
Track invoices, debts, receivables, and payments per client. Download full account statements.
Partial Payments
Record payments on invoices over time. Track who paid, when, how much, and by what method.
30+ Currencies
Set your base currency. Manage exchange rates. Works for businesses worldwide.
Works beautifully on mobile
Track finances, view forecasts, and manage transactions — right from your phone.
Dark mode and light mode. Your choice.
Transactions — Dark
Forecast & Charts — Dark
Payments — Light
Forecast & Charts — Light
Why businesses choose CoreAxis
Asset depreciation done right
The only SMB finance tool that auto-calculates book value, market value, and monthly depreciation for every asset.
Bank-grade security
Encrypted at rest and in transit. Complete audit trail. Role-based access. Your data never shared between organizations.
Set up in 5 minutes
No accounting degree needed. Set your currency, add your categories, and start tracking immediately.
“We tried QuickBooks and Wave — too complex for what we needed. CoreAxis gives us asset tracking, budgets, and invoicing in one clean dashboard. It's exactly what your growing business needs.”
Early Beta User
Equipment Rental Business
Frequently Asked Questions
What is CoreAxis Finance?
CoreAxis Finance is a financial control system built for business owners and teams. It helps you track transactions, manage budgets, monitor spending, and maintain complete audit trails.
Is my financial data secure?
Yes. All data is encrypted in transit and at rest. We use industry-standard security practices including SSL encryption, secure authentication, and daily backups.
Can I use it on my phone?
Absolutely. CoreAxis Finance is fully responsive and works on any device — desktop, tablet, or phone. All features are accessible on mobile with optimized card layouts.
Can multiple people use the same account?
Yes. The Owner can invite team members with role-based access. Members have individual spending limits and their transactions can require Owner approval.
What currencies are supported?
CoreAxis supports 30+ currencies including USD, EUR, GBP, PKR, AED, SAR, and more. You can set your organization's primary currency and manage exchange rates.
Do you offer a free plan?
Yes! The Free plan includes up to 50 transactions, 2 team members, 15 invoices/month, and full access to dashboard, reports, and budget tracking. No credit card required.
What happens when I cancel my subscription?
Your data is retained for 30 days after cancellation. You can export all your data anytime. After 30 days, data is permanently deleted.
How do I get support?
Email us at support@coreaxisai.net. We respond within 24 hours on business days. Pro and Business plans get priority support.