What "Finance" Actually Manages on Piskes (and What It Doesn't)
A scoping guide to what the Finance app on Piskes actually does — platform billing and workspace spend tracking, not invoicing or bookkeeping for your own customers.
The name invites a specific assumption: that Finance is where you'd send invoices, reconcile a bank account, or manage a chart of accounts for your business. It isn't. Finance manages your workspace's own relationship with Piskes — and, separately, how your team tracks its own spending. Here's the actual boundary.
What Finance does
Finance is where you manage your workspace's subscription to Piskes: your current plan, your payment method, and the checkout and billing-portal flows that handle upgrades, downgrades, and cancellation. It's also where your team tracks its own operating spend — logging expenses against fixed categories like Marketing, Software, and Travel, and setting simple budgets that flag when a category is getting close to its limit.
Put plainly: Finance answers "what does Piskes cost us, and where is our team's money going" — not "what do we bill our customers."
What Finance doesn't do
There's no invoice creation here. No chart of accounts. No bank reconciliation. No accounts-receivable or accounts-payable workflow. If you're picturing something like QuickBooks or Xero for your own customers, that's not this app, and looking for those features in Finance will come up empty.
Where that actually lives
If you need to invoice your own customers, that's a separate app: Accounting, built specifically for invoicing and bookkeeping workflows. Finance and Accounting solve different problems and don't overlap — Finance is inward-facing (what your workspace spends and owes Piskes), Accounting is outward-facing (what your business bills the people it serves).
Why this matters before you dig in
If you arrive at Finance expecting a bookkeeping tool, the categories, budgets, and billing-portal link will look thin for the job. They're not thin — they're doing a different, narrower job well. Knowing that going in saves you the trip to Accounting after you've already gone looking for an invoice button that was never going to be there.