Disconnected spreadsheets
When income, expenses, receivables and payables are stored in different files, current information can be harder to find.
DinamikCRM Accounting Tracking
Track income, expenses, collections and payments in one place
Manage cash and bank accounts, expenses, invoices, collections, payments, checks and promissory notes together with your CRM processes.
Monitor cash and bank accounts from one place
Manage income, expenses, collections and payment records
Connect sales, invoice and collection tracking
Manage operational accounting records without disconnecting them from customer and sales processes.
app.dinamikcrm.com
Cash
125,400
TRY
Bank
482,750
TRY
Receivables
214,600
TRY
Payables
98,250
TRY
Income / Expense
This Month
Upcoming Items
Overdue invoices
3
Pending payments
5
Cash & bank tracking
Income & expense tracking
Invoice tracking
Collections & payments
Checks & promissory notes
Multi-currency
Improve Financial Tracking
Keep operational accounting records out of disconnected files
When daily financial records are spread across spreadsheets, bank screens and personal notes, understanding the current financial picture becomes more difficult.
Unclear cash and bank balances
Tracking separate accounts independently can make the overall financial picture difficult to understand.
Missed collections and payments
Without due dates and reminders, pending collections and payments can easily be overlooked.
Unclear invoice status
It can be difficult to see which invoices are paid, partially paid, outstanding or overdue.
Multiple currencies
Managing TRY and foreign-currency records separately can add complexity to financial tracking.
Financial records disconnected from CRM
When customer, sales, invoice and collection data live in separate systems, the complete customer picture can be lost.
My Accounts
Current
Main Cash Account
Cash Account
125,400 TRY
Company Bank Account
Bank Account
482,750 TRY
Euro Account
Foreign Currency Account
8,250 EUR
Cash & Bank
Manage cash and bank accounts from one place
Create cash and bank accounts, record money movements and monitor balances through a shared system.
Create cash and bank accounts
Record incoming and outgoing funds
View account balances from one screen
Track accounts in different currencies
Income, Expenses & Costs
Record day-to-day financial movements
Record income, expenses and business costs, and track expenses by company or project.
Manage income and expense records
Create expense records
Track expenses by company and project
Use expense categories and deductions
Income This Month
186,500 TRY
12 transactions
Expenses This Month
72,800 TRY
18 transactions
Expenses Awaiting Approval
14,250 TRY
4 records
Total
245,000 TRY
Paid
168,000 TRY
Outstanding
58,500 TRY
Overdue
18,500 TRY
Acme Software
45,000 TRY · 18.09.2026
Partially Paid
Northstar Technology
32,500 TRY · 25.09.2026
Pending
Invoice & Collection Tracking
Track invoices together with their collection status
Record customer invoices and monitor payments, remaining balances, due dates and partial collections.
Connect invoice records to customers and companies
See paid, outstanding and overdue amounts
Record partial collections
Track the relationship between sales, invoices and collections
Checks, Notes & Loans
Keep track of time-based financial obligations
Record checks, promissory notes and loans, and monitor due dates and related financial movements.
Track checks
Manage promissory notes
Maintain loan records
Use tags and reminders for due dates
Check
Due: 30.09.2026
48,000 TRY
Promissory Note
Due: 15.10.2026
27,500 TRY
Loan
Next payment: 01.10.2026
21,250 TRY
Exchange Rates
CBRT
USD
41.25
EUR
48.74
GBP
55.83
Currency & Multi-Currency
Manage records in multiple currencies
Track foreign-currency financial records and view current exchange rates through the Central Bank of the Republic of Türkiye integration.
Record transactions in multiple currencies
Monitor CBRT exchange rates
Manage foreign-currency accounts and invoice records
CRM + Sales + Accounting Tracking
Follow the process from customer to collection in one system
Make customer records, sales, invoices and collections visible within the same workflow instead of searching across disconnected systems.
Connect financial records with customer and company records
See the relationship between sales and invoice records
Track invoice collections against the related sale
Add sales and financial context to customer history
Customer
Sale
Invoice
Collection
Operational accounting is not the same as statutory accounting
DinamikCRM does not issue official e-invoices, maintain statutory accounting books or prepare tax declarations. It helps businesses track invoices, income, expenses, collections, payments and other operational financial records together with CRM processes.
Connect customer and sales processes with financial tracking
Use operational accounting records together with customer management and sales opportunities to create a more complete business workflow.
Frequently Asked Questions
Questions about operational accounting software
What is operational accounting software?
Operational accounting software helps businesses organize day-to-day financial records such as cash, bank accounts, income, expenses, receivables, payables, invoices, collections and payments.
Can DinamikCRM issue official e-invoices?
No. DinamikCRM is not an official e-invoicing system. You can record invoices for operational tracking and monitor their payment and collection status.
Can cash and bank accounts be tracked?
Yes. You can create cash and bank accounts, record incoming and outgoing funds and monitor current balances through the system.
Can partial invoice collections be recorded?
Yes. Multiple collections can be recorded against an invoice so that paid and remaining amounts can be tracked.
Can accounting records be used together with CRM?
Yes. Customer, company and sales records can be connected with operational accounting records inside DinamikCRM, providing visibility from the sale through the invoice and collection process.
Manage operational accounting together with your CRM processes
Track cash, bank accounts, income, expenses, invoices, collections, payments, checks, promissory notes and customer processes in DinamikCRM.