Internal Finance on AtlasOS
AtlasOS for Internal Finance (internal_finance) is designed for in-house finance departments managing compliance, financial reporting, and bank reconciliations for their own company or group of companies. Unlike practice-based verticals, there is no client-facing portal or inbox — the sidebar is focused on compliance and reporting workflows.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | internal_finance |
| Solo Mode | No |
| Default Landing View | Compliance |
| Entity Types | Pty (Ltd), Close Corporation |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Tasks | ON | Internal task lists and checklists |
| Compliance Calendar | ON | SARS, CIPC, DOL deadlines for your entities |
| Time Tracking | ON | Track time spent per entity / project |
| Billing | ON | Internal cost allocation and reporting |
| Management Accounts | ON | Income statements, balance sheets, KPIs |
| AFS Reports | ON | Annual Financial Statement generation |
| Payroll Obligations | ON | PAYE, UIF, COIDA tracking for own employees |
Modules Disabled by Default
Smart Inbox (OFF), Client Portal (OFF), Broadcasts, Onboarding Forms, Chat, CIPC/Secretarial, AI Agents, Sales CRM, Contracts, Audit, Accounting Sync, SLA Tracking, Project Milestones, and all Nonprofit modules.
Note: This is the most minimal configuration. Enable Smart Inbox, Client Portal, or AI Agents via Settings → Modules if needed.
Compliance Bodies
| Jurisdiction | Bodies | Pre-Seeded Obligation Types |
|---|---|---|
| South Africa | SARS, CIPC, DOL | VAT eFiling, PAYE Filing/Payment, Provisional Tax 1 & 2, ITR14, EMP501 Annual, CIPC Annual Return (Pty), UIF Monthly |
| Zambia | ZRA, PACRA, NAPSA | ZM VAT, PAYE, NAPSA, QPD 1-4, ITX Annual, PACRA AR |
Terminology
| Standard Label | Internal Finance Label | Where It Appears |
|---|---|---|
| Client | Entity | Sidebar, entity cards, search |
| Clients | Entities | Sidebar group label |
| Engagement | Project | Engagement references |
| Compliance Deadlines | Deadline Rules | Compliance calendar |
| Service | Service | No change |
Sidebar Layout
The Internal Finance sidebar is the most streamlined of all verticals:
| Group | Label | Items | Expanded? |
|---|---|---|---|
| — | (standalone) | Dashboard | — |
| Work | Work | Tasks, Calendar | Yes |
| Entities | Entities | Entities, Entity Groups | Yes |
| Compliance | Compliance | Deadline Rules | Yes |
| Finance | Finance | Time & WIP, Billing | No |
| Documents | Documents | Documents, Bank Statements | No |
| Reporting | Reporting | Financial Reports | No |
| Admin | Administration | Settings | No |
What's Missing (vs Accounting)
Internal Finance is the most stripped-down vertical:
- No Smart Inbox — no email triage (not managing external clients)
- No Client Portal — no external-facing portal
- No Onboarding Forms — no client intake
- No Chat, Broadcasts — no client communication
- No AI Agents — not in sidebar (enable manually if needed)
- No Persons, Account Manager — single-entity focus
- No Projects, Workflows — simplified work management
- No Sales CRM — no quotes, proposals, pipeline
- No Audit & Quality — no audit engagements
- No Practice Intelligence, Activity Log — no practice-level analytics
Key Features
Own-Entity Compliance
The compliance calendar is configured for internal use:
- All obligation types for your own company(ies) — no concept of "clients"
- Entities represent your own companies, subsidiaries, or group entities
- Deadlines auto-generated based on entity type and service flags
- Compliance landing view shows all upcoming deadlines at a glance
Financial Reporting
Both AFS Reports and Management Accounts are ON by default:
- Generate internal management reports per entity
- Annual Financial Statement generation for year-end
- Financial dashboards and KPI tracking per entity
Bank Statement Processing
Bank Statements module available in the Documents group:
- Upload and process bank statements for reconciliation
- AI-assisted categorisation of transactions
- Multi-entity bank statement views
Payroll Obligations
Track your own payroll compliance:
- EMP201 monthly PAYE submissions
- EMP501 annual/interim reconciliation
- UIF monthly filings
- COIDA Return of Earnings
When to Use Internal Finance vs Accounting
| Scenario | Recommended Vertical |
|---|---|
| Managing compliance for your own company | Internal Finance |
| Managing compliance for multiple external clients | Accounting Firm |
| In-house finance team with 1-3 entities | Internal Finance |
| Practice with 50+ client entities | Accounting Firm |
| Need client portal, inbox, onboarding | Accounting Firm |
| Just need compliance + reporting | Internal Finance |