Nefin Blog
Bookkeeping, explained
One module at a time: what it does, what you click, and what lands in your books.
Bills & expenses · Product
From supplier PDF to draft bill: how Nefin's AI extraction works
Typing supplier invoices into your books is the slowest part of bookkeeping. Here's how Nefin reads a PDF or photo into a draft bill you check before anything posts.
6 min read
Banking · How-to
Bank reconciliation in Nefin: from statement import to a locked period
Reconciliation is where books are proved right. Here's how Nefin turns a statement file into booked payments, fees and transfers, and a locked month.
7 min read
Sales & invoicing · Product
Invoice PDFs that look like your company: Nefin's template editor
Your invoice is the one document every client reads. Here's how to make Nefin's PDF look like your own stationery, with a preview that updates as you click.
5 min read
Accounting & reports · Checklist
Month-end close checklist: 10 steps in Nefin
Ten steps, in order, to get a month's books complete, checked and closed in Nefin, with the screen that does each one.
5 min read
Accounting & reports · Guide
How to read a profit and loss, balance sheet and cash flow
Three reports, three questions: did we make money, what do we own and owe, and where did the cash go. Here's how to read each one, with a worked example.
5 min read
Sales & invoicing · How-to
Automatic invoice payment reminders that get you paid
Chasing late invoices by hand is awkward and easy to forget. Here's how to set up automatic payment reminders in Nefin, and what your client sees when one arrives.
4 min read
Sales & invoicing · How-to
Recurring invoices for retainers and subscriptions
If you bill the same client the same amount every month, you shouldn't be rebuilding that invoice every month. Here's how to set up recurring invoices in Nefin.
4 min read
Payroll & HR · Product
Small business payroll in Nefin: draft to payslips
Payroll is the same job every month: work out each salary, check it, approve it, pay it. Here's how Nefin turns that into one run per month, with a payslip for every employee.
5 min read
Inventory & POS · Product
Inventory tracking for small business, with low-stock alerts
A stock count in a spreadsheet is out of date the moment you sell something. Here's how Nefin keeps quantities, costs and low-stock warnings current from the invoices and bills you already enter.
5 min read
Inventory & POS · Product
A POS system that works offline and posts to your books
A till that stops when the internet does costs you sales. Nefin POS saves every sale on the till first, then posts it to your books, with the right date and VAT, once it's back online.
5 min read
AI & automation · How-to
ChatGPT and Claude bookkeeping: connect your Nefin books
Your AI app is already open. Connect it to Nefin and it can read your books and, if you allow it, draft invoices and bills, always as you and always on the record.
5 min read