Finance & Cashflow Connect
Live cash, debtors and approvals on top of Xero or Sage - money never moves without two humans.
Cash position known only at month-end; Debtors chased inconsistently.
A prioritised debtor queue, approved spend and a 13-week cash view built from your accounting data.
What's included
- Xero and Sage Business Cloud API connectors (read + draft invoices)
- Debtor queue with next action and owner
- Approval limits matrix and payment-batch CSV export (no direct payments)
- Supplier bank-detail change alerts and risk rules
- 13-week cash forecast scenarios
- Month-end close checklist
Inner Expert AI in Finance & Cashflow Connect
- Explain variances in plain language
- Predict cash gaps from invoice ageing
AI drafts and explains; people approve. Answers cite their sources and stay inside your tenant.
Exact scope
- One accounting connector per entity
- Approval matrix
- Debtor and cash dashboards
Not included
- Bookkeeping, tax filing or audit
- Executing payments
- Payroll processing (see PeopleOS + PeoplePay Connect)
Set-up lead time
- standard: 24 hours after OAuth consent
- sage api key: Sage partner key dependent (1-5 days)
What we need from you
- Which ledger (Xero / Sage) and admin authorisation via OAuth
- Approval limits (who approves what amount)
- Bank CSV format (FNB/ABSA/Standard Bank/Nedbank/Capitec)
Integrations
KPIs it moves
Finance & Cashflow Connect pricing
All prices exclude VAT. Confirm Blue Oceans Approach VAT registration status before invoicing VAT (see Unlock Steps). Starter includes 1 entity, 1 ledger.
1 entity, 1 ledger
Set-up: R0 (self-service)
2 entities
Set-up: R2,500
5 entities, cash scenarios
Set-up: R7,500
Group consolidation view
Set-up: R25,000
Included in packages: Growth, Scale, Enterprise, Enterprise Group.
See your business on one screen — in 24 hours.
Book a 30-minute walkthrough. Bring one workflow that keeps you up at night; we will show it running in Blue Oceans.