AI-Powered Expense Categorization
AI-Powered Expense Categorization
Custom Range Cash Flow Analysis
Custom Range Cash Flow Analysis
Secured Cloud
Storage
Secured Cloud
Storage
What Makes Us Stand Out!
Other Features
Sales
Easily manage customer information, including contact details, purchase history, and payment terms, for personalized interactions and targeted marketing efforts.
Quickly create professional estimates for products or services, enabling accurate pricing and transparent communication with customers regarding potential costs.
Efficiently track and manage sales orders from creation to fulfillment, ensuring timely delivery and minimizing order processing errors.
Generate delivery challans to accompany goods during transit, providing a detailed record of items shipped and facilitating smooth logistics operations.
Easily generate and customize invoices for completed sales transactions, including automatic calculation of taxes and discounts, ensuring accurate billing and timely payment collection.
Purchase
Centralize vendor information, including contact details, payment terms, and transaction history, for efficient communication and informed decision-making.
Easily record and categorize expenses incurred during the procurement process, providing a comprehensive overview of spending and facilitating budget management.
Create detailed purchase orders with ease, specifying items, quantities, prices, and delivery instructions to ensure accurate and timely procurement.
Seamlessly manage incoming bills and invoices from vendors, track payment due dates, and reconcile transactions against purchase orders for improved financial visibility and control.
Keep track of payments made to vendors, including partial payments and settlements, to maintain accurate accounts payable records and ensure timely vendor payments.
Banking
Provides a consolidated view of all bank accounts, including balances, transactions, and pending items, ensuring users have real-time visibility into their financial position.
Simplifies the process of reconciling bank statements with internal records, allowing users to match transactions, identify discrepancies, and ensure the accuracy of their financial data.
Automatically categorizes transactions based on predefined rules or user-defined criteria, saving time and reducing errors associated with manual categorization.
Enables users to quickly search for specific transactions and apply filters based on various criteria such as date, amount, or transaction type, facilitating efficient data retrieval and analysis.
Maintains a comprehensive history of all bank transactions and changes made to financial records, providing an audit trail for accountability, compliance, and historical analysis.
Accounting
Enables users to manually record financial transactions, providing flexibility to adjust entries and maintain accurate accounting records according to specific business needs.
Automatically generates a comprehensive chart of accounts based on business type and industry standards, saving time and ensuring consistency in financial categorization.
Generates customizable financial reports such as balance sheets, income statements, and cash flow statements, providing valuable insights into business performance and facilitating informed decision-making.
Streamlines the process of reconciling bank statements with internal accounting records, helping to identify discrepancies and ensure the accuracy of financial data.
Maintains a detailed audit trail of all financial transactions, including user actions and system changes, enhancing accountability and transparency while facilitating compliance with regulatory requirements.