Finance Manager
Your business finances, crystal clear
Track income, expenses, profitability, and cash flow with automated reports and clear dashboards built for Indian business owners.
Quick answer
Dreamwell Finance Manager helps Indian SME owners track income, expenses, profit and cash flow in one dashboard. It imports bank statements, pulls invoices from Dreamwell Billing, and produces GST-ready summaries to share with your CA. It does not replace your CA. It is a one-time project priced after a free consultation, excl. 18% GST.
Key Features
Income & Expense Tracking
Record all business income and expenses with automatic categorization.
Profit & Loss Reports
See your actual profitability monthly, quarterly, and annually.
Cash Flow Dashboard
Understand money coming in and going out with a clear cash flow view.
Tax-Ready Summaries
Get GST and income tax summaries ready for your CA.
Expense on the Go
Log expenses from your phone with photo receipts — snap and forget.
Visual Dashboards
Charts and graphs that make financial data easy to understand.
Multi-User Access
Give your accountant or partner access with controlled permissions.
How It Works
Connect Your Data
Import bank statements or start logging income and expenses manually.
Categorize Transactions
Set up categories that match your business — we help during setup.
Monitor & Report
View dashboards, generate reports, and share tax summaries with your CA.
Who It's For
Finance Manager
- ✓ Full setup by our team
- ✓ WhatsApp support included
- ✓ Training included
- ✓ Updates included
- ✓ One-time pricing
- ✓ Third-party costs at actuals
Frequently Asked Questions
What is Dreamwell Finance Manager?
Finance Manager is a finance application from Dreamwell Technologies that helps Indian SME owners track income, expenses, profitability and cash flow, import bank statements and share GST-ready summaries with their CA.
How much does Finance Manager cost?
It is a one-time project priced after a free consultation, based on your requirements (excl. 18% GST). There is no monthly licence fee; third-party costs are billed at actuals.
Does it replace my CA?
No. It helps you maintain organized financial records that your CA will appreciate. Think of it as a tool that makes CA interactions smoother.
Can I import bank statements?
Yes. You can import bank statements in standard formats for automatic transaction tracking.
Is it GST-compliant?
Yes. It generates GST-ready summaries that you can share directly with your CA for filing.
Can my accountant access it?
Yes. You can invite your accountant with view or edit access as needed.
Does it connect with the Billing product?
Yes. Invoices from the Billing product automatically sync with the Finance Manager for seamless tracking.
Ready to get started with Finance Manager?
WhatsApp us on +91 90805 83767 for pricing and a free consultation.
Chat on WhatsApp →