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Finance Suite

One Financial View Across Marina Operations

Connect payments, refunds, customer balances, reporting and accounting handoff in one traceable financial framework.
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  • All pricing in Canadian funds
  • Avoid tariff uncertainty
  • All data resides in Canada
  • Highly responsive domestic support

Stop Piecing Together
the Financial Picture

When payments, refunds, balances and transaction details are scattered across operational systems and spreadsheets, reconciliation takes longer and financial activity becomes harder to trace.

  • Fragmented financial records

  • Repeated entry and manual reconciliation

  • Limited visibility into customer balances

  • Difficulty tracing payments and refunds to their source

  • Inconsistent reporting and accounting exports

  • Too much time spent finding and verifying information

PROMOTIONS

Follow Every Financial Event Back to Its Source

Bring financial activity from across Dockit into a shared transaction model while preserving the booking, assignment, vessel, Sales Order, customer and gateway references behind it.

  • Standardized transaction, payment, tax and status details

  • Stripe/card and supported manual payment methods

  • Full and partial refunds recorded as separate events

  • Customer financial history and outstanding balances

  • Search, filtering, print and CSV export

PROMOTIONS

See the Numbers That Need Attention

Use consistent finance dashboards and Core Reports to review activity, collections, taxes, receivables, posting lines and exceptions.

  • Finance Summary View

  • Daily Financial Transaction Report and Transaction Register

  • Payment Summary and HST / Tax Summary

  • GL Posting Report

  • A/R Aging Report

CHAT & EMAIL

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Make Reconciliation More Straightforward

Prepare structured accounting exports while keeping transaction classifications, batch status and source information available for review and reconciliation.

  • Accounting export batches and status

  • Implementation mapping to chart-of-accounts requirements

  • Consistent export and reporting conventions

  • Core Reports included; customer-specific reports scoped separately

  • HST / Tax Summary supports review and reconciliation

CHAT & EMAIL

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Clearer Finance.
Stronger Traceability.

Replace fragmented financial records and repeated data entry with governed, traceable activity across marina operations. Role-based permissions help protect sensitive views and actions without separating finance from its operational context.

  • Shared financial visibility across Dockit

  • Clearer payment, refund and source traceability

  • Better customer-balance and exception visibility

  • Governed access to sensitive financial activity

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