Keeps your financial data structured with a central repository that organizes a list of all financial accounts used in the company's general ledger.
Sync your bank accounts with your system for real-time transaction updates, balance tracking, and accurate reconciliations, ensuring financial clarity and control.
Manage your business relationship by storing contact details, important documents like receipts and contracts, and transaction histories within the system.
A complete record of all financial transactions over the life of an organization, serving as the main source of information for financial statements.
Track and record business expenses, categorize them for tax deductions, and set up recurring expense schedules to maintain control over cash flow.
Import/Export Capabilities
Easily import and export your data from Excel and CSV files using predefined data templates, making migration and reporting simple.
Track and automatically log every change made within the system, ensuring transparency and accountability for auditing and regulatory compliance.
Create, send, and track invoices to customers directly from the platform. This includes the ability to track payment status, set payment terms & send reminders for overdue invoices.
Track sales transactions and record payments received from customers. Our system automatically updates the financial records once payments are received.
Manage outstanding invoices and customer payments. Track money owed by customers, manage overdue payments, and send reminders for outstanding invoices.
Manage vendor bills and payments. Record and track amounts owed to suppliers and creditors, set payment terms, and automate payments.
Schedule recurring payments for bills and other business expenses, ensuring timely transactions and reducing the risk of missed payments.
Generate credit and debit notes for returns, refunds, or adjustments. This ensures that accounts remain accurate and up to date.
Generate important financial statements like Profit & Loss, Balance Sheet, and Cash Flow statements to track financial performance and stay compliant.
Create professional invoices and quotes, and customize them with your company logo, payment terms, and other relevant details.
Send automated reminders to customers for overdue payments, upcoming due dates, or invoices that need attention.
Cloud Backup & Data Recovery
Your financial data is safely backed up in the cloud, providing disaster recovery and ensuring peace of mind in case of data loss or system failure.
Role-Based User Permissions
Add users with specific roles & access permissions to control who has access to specific features and data in your system, ensuring data security and accountability.
User preference & Reminders
Set reminders for invoices, payments, and checks, configure workflows and adjust financial settings according to user preferences, offering a tailored platform experience.
