01
The idea
Charging sessions, invoices, card transactions and personal reimbursements should not be managed in separate lists and documents.
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FINANCE & BILLING AUTOMATION
financePASSION
From charging data to a clear statement.
financePASSION connects document intake, invoice assignment, approval, credit card reconciliation, billing periods, individual statements and a personal member portal in one end-to-end workflow.
FINANCE MADE UNDERSTANDABLEAutomate where possible. Review where necessary.
END-TO-END WORKFLOW
One workflow from intake to personal statement
01Import
02Assign
03Verify
04Match
05Bill
06Deliver
02
The challenge
Documents need to be imported, assigned, verified, reconciled with card transactions and billed by period. Exceptions require traceable manual decisions.
03
The solution
financePASSION combines the full process in role-based administration and member views and records important steps as audit events.
REAL CAPABILITIES
Six real capability areas
The public project page only describes functions present in the reviewed financePASSION modules.
Document & Invoice Processing
Import activity is presented as queued, processed, failed or archived. Restoring archived Graph imports is supported.
Assignment & Approval
Invoices move through user assignment and professional approval. Approvals can be reopened with a reason.
Credit Card Reconciliation
PDF card statements are processed, transactions are matched automatically with approved invoices and exceptions can be resolved manually.
Billing Periods
Approved invoices are collected into periods. Controlled period closing forms the basis for individual statements.
Statements & Delivery
Member statements include charging sessions, energy, costs and payment information and are available as PDF and for email delivery.
Member Portal
Members see current costs, energy, open balances, own charges, original invoices, statement history and personal account data.
AUTOMATION WHERE POSSIBLE
Automation with controlled exception handling
Card reconciliation distinguishes clear matches, ambiguous cases and open transactions. Only exceptions require manual review.
MATCHED✓Clearly assigned
AMBIGUOUS?Multiple possible matches
UNMATCHED!Assignment or approval missing
MEMBER PORTAL
Administrative workflow and personal perspective
The Member Portal shows only the member’s approved activity. Open charge hints can be claimed or rejected, original invoices opened and personal statements downloaded.
Personal dashboardOwn chargesSelf-assignmentOriginal invoicesStatement historyProfile & password
STATEMENTS & DELIVERY
A billing period becomes a personal statement
After period processing, individual statements can be generated, provided as PDF and delivered through configured mail settings.
PERIOD→STATEMENT→PDF→EMAIL
SHOWCASE VIEW
Billing that becomes understandable
The neutralized showcase presents financePASSION as an end-to-end billing platform without publishing real financial or personal data.
No real invoice numbers, charging locations, amounts, user, payment, card, bank, PayPal or SMTP data is used.
PUBLIC SHOWCASE
Make financial processes visible, keep financial data confidential
ITpassion shows only the workflow, functionality and neutralized product visuals. Real invoices, statements and payment data remain completely outside the public project page.