Everything ADXIS offers for your finances
Complete tools to organize, track, and give direction to your money — personal and business.
For You
Organize your personal finances with method and clarity.
Financial Axes 50/30/20
Distribute your income across Essential, Quality of Life, and Future. Every expense has a defined purpose before it happens.
- Essential (50%): housing, food, fixed bills
- Quality of Life (30%): leisure, hobbies, subscriptions
- Future (20%): investments, emergency fund, retirement
Bank Accounts
Register and manage multiple bank accounts. View balances and track transactions for each account.
- Multiple bank accounts
- Balance and transactions per account
Credit Cards
Manage your credit cards with full statement tracking. Every purchase is classified by financial axis.
- Full statement management
- Classification by financial axis
- Spending tracking per card
Smart Transactions
Log transactions with a step-by-step wizard: type, date, amount, account, category, and details.
- Smart registration wizard
- Automatic installments
- Recurrence: weekly, biweekly, monthly, yearly
- Customizable categories and subcategories
Investments
Track your investments as wealth building, integrated into the Future axis of your financial plan.
- Tracked as wealth, not as an expense
- Integrated into the Future axis
Monthly Reports
See where your money goes with detailed monthly reports, charts, and category analysis.
- Distribution charts by axis
- Spending analysis by category
- Comparative monthly trends
For Your Business
Business financial management with axes adapted for your company.
Business Axes
Organize your company's finances into three axes with proportions adapted for the business context.
- Operational (60%): day-to-day costs
- Investment (25%): business growth
- Reserve (15%): financial security
Party Management
Manage everyone involved in your business in one place.
- Clients
- Suppliers
- Employees
- Partners
Income Statement (DRE)
View your company's financial results with a clear and objective income statement.
- Revenue, costs, and expenses organized
- Net income and margin for the period
Cash Flow
Track inflows and outflows with a complete cash flow report.
- Daily inflows and outflows overview
- Running balance and projection
Accounts Receivable & Payable
Manage your financial obligations with due date tracking and aging.
- Accounts receivable with aging
- Accounts payable with due dates
- Grouped by client and supplier
Business Reports
Complete reports for business management, with income statement, cash flow, and period analysis.
- Consolidated DRE and cash flow
- Monthly navigation with comparison
Ready to organize your finances?
Create your free account and start using ADXIS — personal and business.