Mahti is a family of software – 20+ modules on one platform. More coming.

Finance

Mahti Finance

Cash flow tracking, AI receipt analysis, open banking, and investment monitoring – all on one platform. Financier is the heart of Mahti’s finance suite.

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Financier

Cash flow, receipts, and bookkeeping materials

Financier is the hub of Mahti’s finance modules. Monitor cash flow in real time, let AI analyze your receipts, and connect your bank accounts directly. Bookkeeping materials are generated automatically – the right data in the right format for your accountant.

  • Real-time cash-flow dashboard with revenue, expenses, and running balance

  • AI-powered receipt scanning and data extraction from PDFs, images, and emails

  • Automatic bookkeeping export: receipts organized by month with transaction summaries

  • Project cost tracking with transaction allocation and budget monitoring

Financier
Open Banking

Connect your bank – transactions import automatically

Connect your business bank accounts via PSD2 Open Banking. Transactions sync automatically, balances stay up to date, and you never need to upload a bank statement again. Supports Finnish banks including POP Pankki, OP, Nordea, S-Pankki, and Eurocard.

  • Secure bank connection via Enable Banking (PSD2-compliant, FIN-FSA regulated)

  • Automatic transaction import with intelligent deduplication

  • Real-time balance sync across all connected accounts

  • Multi-format statement import (CSV, PDF, Excel) for banks without open banking

Open Banking
Investments

Investment portfolio tracking alongside your business finances

Track your investment portfolios alongside your business finances. Import balance snapshots from Interactive Brokers (Flex Query XML) and Nordnet (Salkkuraportti PDF), or enter values manually. See total NAV, cash vs. holdings breakdown, and month-over-month changes.

  • Portfolio summary with total value, cash balance, and monthly change

  • IBKR Flex Query XML import for automated balance tracking

  • Nordnet Salkkuraportti PDF import with AI-powered data extraction

  • Historical portfolio chart with per-account filtering

Investments
Contracts

Track subscriptions, agreements, and recurring costs

Upload contracts and let AI extract key details: parties, dates, amounts, and terms. Track active subscriptions, monitor renewal dates, and link contracts to transactions for full cost visibility.

  • AI-powered contract data extraction from PDF uploads

  • Contract hierarchy: parent agreements with sub-contracts

  • Link contracts to transactions for per-contract cost tracking

  • Status tracking: draft, active, completed, terminated

Sopimushallinta
Invoicing

B2B invoicing from invoice to payment

A full-featured invoicing solution: sales invoices with VAT breakdowns, PDF and email sending, Finvoice XML export, credit notes, and payment tracking. Recurring invoices run on automatic templates, and bank-statement import matches payments to open invoices.

  • Line-item sales invoices, VAT handling, and Finvoice XML e-invoicing export

  • Recurring invoice templates: weekly, monthly, quarterly, or yearly

  • Bank-statement import (MT940, CSV, CAMT.053) with automatic payment matching

  • Payment tracking: draft, sent, paid, overdue, credited

Laskutus

Explore other parts of the Mahti family

Invoicing, project management, chat, AI assistant, websites, CRM and much more – all in the same ecosystem.

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Frequently asked questions – Finance

You connect your bank accounts via the PSD2-compliant Enable Banking service. Transactions and balances sync automatically. The connection is regulated by FIN-FSA and secure. If your bank doesn’t support open banking, you can import statements in CSV, PDF, or Excel format.

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