Document Management
- Drag-and-drop file upload
- Link documents to invoices, payments, or contacts
- Search by date, type, or transaction
- Role-based document access control
Document management: how it works
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Record the transaction
Create the invoice, payment, or contact as normal.
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Attach the file
Drag and drop the receipt, bill, or contract onto it.
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Control access
Role-based permissions decide who can open each document.
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Find it later
Search by date, type, or transaction whenever you need it.
Every document next to the transaction it belongs to
Supplier invoices in one folder, receipts in a drawer, contracts in someone's email — when an auditor, a tax officer, or your accountant asks for the paperwork behind a transaction, finding it takes hours.
Finivo.pk lets you attach files directly to any transaction. The supplier bill sits with the purchase, the receipt with the expense, and the contract with the customer. When you need a document, it is exactly where you would look for it.
Upload, link, and find
- Drag-and-drop upload: add files in seconds
- Link to anything: attach documents to invoices, payments, or contacts
- Search everything: find documents by date, type, or transaction from one place
- Role-based access: control who can see which documents with user roles
Journal adjustments can carry their supporting documents too — see journal entries.
Ready when someone asks
Keeping source documents with your records makes audits, tax queries, and month-end reviews faster. Instead of hunting through folders, open the transaction and the evidence is attached. For customer contracts and quotes, attach them to the contact in your CRM so sales and accounts see the same file.
Who uses Document management
- Businesses preparing for audits or tax queries
- Finance teams collecting receipts and supplier bills
- Companies that want to stop storing paperwork in email and folders
- Accountants who need the evidence behind every entry
Document management is included in every plan, starting with Starter. Compare plans and pricing.
Document management: frequently asked questions
What can I attach documents to?
You can attach files to any transaction — including invoices and payments — and to contacts.
How do I find a document later?
Search across all documents from one place by date, type, or transaction.
Can I restrict who sees documents?
Yes. Document access is controlled with role-based permissions.
How do I upload files?
Drag and drop files onto the transaction or contact.
Is document management included in my plan?
Yes. Document management is included in every plan.
Works together with
User Roles
Granular permissions per module per user. Accountants see ledgers; sales staff see invoices; managers see reports.
Explore User Roles →Advanced Journal Entries
Full manual journal entry workflow for adjustments, accruals, prepayments, and complex accounting transactions.
Explore Advanced Journal Entries →CRM
Track every lead from first contact to closed deal — and link deals directly to invoices without re-entering data.
Explore CRM →