Croft

Use case · Finance & back office

Close the month without the workarounds.

Reports, exports, reconciliations, invoice fields: finance runs on details someone else has to change. Croft lets your finance team ship them directly: read-safe by default, gated where money moves, logged end to end.

billing-platform · live preview session #547

Amara · Finance analyst

Add a monthly revenue report for enterprise accounts, broken down by contract. Same definitions as the quarterly export.

Croft

Done. New report under Finance → Reports, drawn from the same ledger as invoicing. Totals reconcile against the quarterly export. Running in your preview now.

Scope check · data

Read-only against the ledger, so it can’t change what it counts, and nothing leaves your systems. Cleared automatically.

Shipped

Released by Amara · Deployed to production · 23 minutes end to end

The close runs on workarounds.

The export is missing one column, so every month someone rebuilds the same spreadsheet by hand. The request has been open since March. It isn’t hard. It’s just never urgent enough to beat product work, so finance pays for it again every single close.

Add a VAT column to the revenue export waiting 2 weeks
Split invoices by cost centre waiting 5 weeks
Reconcile refunds in the weekly summary waiting 2 months
All of the above shipped same day, by finance

Numbers from the source, not a sidecar.

Everything finance ships reads from the product’s own ledger: one truth, no reconciliation debt.

Reports

The breakdown you actually need

By contract, cost centre, or region, drawn from the same ledger the product uses, so the numbers can't drift from the truth.

Exports

Feeds other systems can trust

The CSV your accountant expects, the feed your ERP ingests, changed the day the requirement changes, not the quarter after.

Billing fields

Invoices that match the contract

VAT numbers, PO references, payment terms. Gated behind engineering sign-off, and still shipped the same day.

Safe with the numbers.

Read-only reports clear automatically. They can’t change what they count. Anything that touches billing or moves money always requires engineering sign-off. And either way, every change is on the record: who asked, what changed, who approved it.

Scopes

Decide who can touch what. This module yes, that service no. People work freely inside their scope and can't wander outside it.

Trust levels

New users start supervised, with every change reviewed. Trust is earned per person, and engineers can widen or tighten it at any time.

Approval gates

Anything you mark as sensitive, like billing, data, or auth, always requires engineering sign-off before release, no matter who made the change.

Everything on the record

Every request, change, review, and release is logged. If something needs a second look, the whole trail is right there.

Built for the close.

Finance inside a product business. The ledger lives in the product, so every report request crosses a team boundary. Croft removes the boundary and keeps the controls: finance reads straight from the source, engineering still holds the keys to anything that writes.

Month-end, quarter-end, audit. The checks you run every close can be shipped once and kept, with a change history that answers the auditor’s question before it’s asked.

Bring the spreadsheet you rebuild every month.

We’ll turn it into a report that’s simply there. Thirty minutes, no slides.