For many SME owners, “taking control of finance” sounds like a big, technical project — but it doesn’t have to be. With today’s AI-powered tools, you can build a system that gives you clarity, compliance, and confidence in just one week.
Here’s a 7-day setup plan for non-finance founders who want real visibility without the jargon — powered by ccMonet.
Start by pulling everything into one place — no more hunting through WhatsApp, email, or folders.
With ccMonet’s AI Bookkeeping, you can:
AI reads and classifies each document automatically (supplier, category, amount, GST), so you start with a clean, searchable foundation.
Goal: Every transaction recorded in one system, zero manual entry.
The easiest way to stay in control is to keep your accounting and bank data synced.
ccMonet’s AI Bank Reconciliation connects securely to your business bank feeds and matches every transaction to invoices or receipts in real time.
No more manual cross-checking — by the end of the day, you’ll know exactly:
Goal: A live, accurate cash position without spreadsheets.
Once data starts flowing in, let AI do the sorting.
ccMonet learns your spending habits — categorising costs as rent, payroll, marketing, utilities, or inventory — and keeps them consistent across time.
This means your reports, budgets, and tax records stay accurate automatically.
Goal: One-click clarity on where every dollar goes.
If your team makes purchases or handles reimbursements, structure that early.
ccMonet’s AI Reimbursement lets employees submit claims by snapping receipts. AI verifies date, amount, and category — rejecting duplicates or out-of-policy expenses automatically.
You can approve in one click from your phone.
Goal: Transparent, auditable expense control — no messy claims at month-end.
You don’t need a finance team to forecast cash.
ccMonet’s AI Insights turns live transactions into a weekly cash flow chart, showing:
You’ll spot trends early — like rising supplier costs or slow-paying clients — before they hit your account.
Goal: One 10-minute weekly review that keeps your business liquid.
In Singapore, GST and compliance deadlines are easy to meet when your records are clean.
Because ccMonet tags each transaction with tax details automatically, you can:
Goal: Be ready for IRAS — every week, not just every quarter.
Finally, customise your owner’s dashboard in ccMonet:
It’s your single source of truth — built for clarity, not accounting jargon.
Goal: Know your numbers at a glance, every day.
You don’t need to be an accountant to run a financially strong business. You just need a system that does the heavy lifting and gives you insight on demand.
With ccMonet, non-finance owners can go from scattered records to a professional, AI-managed finance setup in 7 days — without spreadsheets, stress, or second-guessing.
One week. One dashboard. Full control.
.png)
.png)
