Features

What Assetrine does today

Grouped by what you are trying to get done. Items marked "Demo mode" or "History-based" are explained on the card.

Keep the books straight

Transactions & ledger

Record revenue and expenses with category, company, project and folder. The ledger is the single source for totals.

Expenses & revenue

Dedicated expense and revenue records, with supplier/customer links and supporting documents.

Financial dashboard

This month's revenue, expenses and net, an 8-month trend, expenses by category and recent activity.

Financial reports

Income statement, cash flow, expense summary and SST report, plus a monthly auditor-friendly PDF with every invoice attached.

Company categories

Your own income and expense categories, used by every form, report and chart.

Payments

Record full or partial payments against invoices and expenses; outstanding balances update automatically.

Invoice without retyping

Smart invoice builder

Search your products, enter a quantity — description, unit, price and category fill in. Totals and 6% SST calculate as you type.

Product list

Reusable products with a default price, unit and category. Invoices keep their own copy, so later price changes never alter past invoices.

Approval & numbering

Invoices go through your approval rules before they are numbered and issued.

e-Invoice checks

Runs the LHDN MyInvois field checks on an invoice and records the result. Live submission to LHDN is not connected yet.

PDF invoices

Download or print invoices in three templates, with your logo and optional bank details.

AI that assists — never decides for you

AI category setup

Describe your business and get suggested income and expense categories to review, edit and confirm.

Receipt & invoice OCR

Upload a photo or PDF; text is read out and the supplier, dates, amounts and a category are filled in for you to check.

AI financial assistant

Ask about your revenue, spending or open invoices in plain language; answers come from your own company's figures.

Historical data migration

Bring in past spreadsheets and documents with AI-assisted column mapping and review before import.

Run the rest of the finance office

Customers & suppliers

Contact details, TIN and registration numbers, reused on invoices and records.

Team & roles

Invite teammates with a join code. Each role sees different things.

Document Hub

Keep original files in folders, linked to the records they support. Missing-document tracking included.

Projects

Group invoices, expenses and documents by job or site.

Activity log & notifications

Who created, changed or approved what — and alerts for the people who need to act.

ESG financial analytics

ESG-related spending and record-keeping indicators from your own ledger, with an ESG report. Not an ESG rating or certification.

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