- A visually attractive dashboard to understand business activities
- Restriction on staff permissions
- Curation of various roles for users by selecting permissions on various modules
- Availability in multiple languages makes it a tool accessible on global platforms
- Settings to add currencies according to the requirement
- Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
- Creation of constant for Taxes, Payment Method, and other parameters
- Management of banking by creating accounts, making transfers, and managing transactions
- Creation of Invoices and Bills and management of revenue and payment
- Creation of a detailed list of your products and service offerings
- Inventory Management in Invoice and Bill
- Customer/ Vendor Statement Report
- Twilio Integration
- Multiple taxes
- 10 attractive pdf templates and a color palette to customize your invoice & bills
- A user-friendly RTL experience for the customers using Arabic, Hebrew, and Urdu-like languages
- Any of the plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall
- Built with Laravel 8
Create plans and get payment – a special SaaS Feature
With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Get payment using various payment gateways. The plan would be disabled if not renewed after its expiry.
Dashboard
Get an overview of total customers, vendors, invoices, and bills along with numeric charts for Income VS Expenses, Latest Income, and Expense. Individual Graph representation of Cash Flow, Income categories, Expense categories, and Income – Expense Chart will give a visual status of various accounting details of the business.
Assign roles to each staff
Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
Manage your Products and Services
Manage your product and services list by assigning SKU, tax, units, categories, sales price, purchase price, and descriptions. You can also edit this list according to changing times. With this, you would have a complete tab on your account matters, and you won’t have to go places to find product details.
Customers and Vendors Access
Maintain a database of your customers by creating their unique email addresses. Customers can log in and view the status of their invoices and transaction details as and when required. You could maintain the records for their shipping and billing address, thereby facilitating ease in trade. Similarly, vendors could access their bills and transactions by assigning them their unique Email addresses.
Manage your Proposals
Creating and sending proposals has never been easier. Create new proposals by selecting customers and adding products/ services to that list. You can edit existing proposals by adding or removing products. You can send these proposals and also check the status of these proposals. Create duplicates and convert these proposals to invoicing through a simple click. Just imagine the number of work hours you would save through this.
Description
While creating invoices, proposals, and bills, you can describe the item/ special comment in the description box and can add the custom fields as required along with the basic features.
Twilio Integration
The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.
Banking
Create Account
Create new accounts with ease and flexibility by updating information like Account holder name, Bank name, Account number, opening balance, and contact number. Edit the essential information as and when required.
Transfer Money
Maintain the records and transfer at ease an amount from one bank account to another through various modes. You could search for particular transfers through easy filtering.
Manage Transactions
Easy management of transactions through a detailed list of transactions charts. Search and filter out the transactions by selecting individual accounts.
Income
Manage Invoices
Edit the existing invoices by adding new items/products. Download, print or Resend the invoice through a simple click. Send payment reminders and add payments with ease. Customers can pay the invoice via Stripe and Paypal as well as with a QR Scan.
Revenue Management
Record the newly generated revenue by creating new revenue. Change the source of revenue and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
Expense
Manage Bills
Edit the existing bills by adding payments. Download, print or Resend the Bill through a simple click. Check the status of payments and edit your payment summary.
Payment Management
Record the newly generated expense by creating new payments. Change the categories and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
The Dynamic Setting for Decimal Places
Updating the value on decimal places is easy to access from the System Setting.
Display of Amount in Bill/ Invoice PDF
The user can update the vendors’ bills/ customers’ invoices with the appropriate display of Paid, Due, and Debit/ Credit Note Amount while generating the PDF.
Budget Planner
A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense” where one can edit /update /delete the sub-categories as well.
Inventory Management in Invoice and Bill
Isn’t it effortless to check the inventory status of each of the items you are using for your business activities? Sounds Fascinating!
Here, through the inventory management feature, you can monitor the inventory of each item you have registered with you. After generating the Invoice/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.
Customer/ Vendor Statement Report
With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.
Reports
Get a report on transactions with an easy filtering option. Download the required account statements in either PDF, CSV, or Excel format. You get duly prepared reports on individual Income, Expense, Tax, Invoice, and bill summary. Filter them based on Account, category, and customers. Also, a graphical display of the Income VS Expense chart along with a detailed calculation of Profit and Loss will help you make informed decisions. Filter the tax summary and Income VS Expense chart based on financial years.
New feature for export report data
Various report data like transactions, summaries, statements can be exported as Excel, PDF, CSV files.
Goal
Create goals for particular activities and assign a time frame and amount to them. Its graphical presentation on the dashboard would help in the easy achievement of these tasks.
Asset
Manage your asset list by editing and deleting assets from the list. You can create new assets by assigning duration, descriptions, and amount to them.
Constant
Create the tab for constant by adding and creating tax rates, categories, Units, Payment methods. This would facilitate ease in generating invoices and bills.
Company Settings
Customize your site setting by adding the files of the logo and creating the text for the title. Create the custom settings for the company and Email address. With system settings, you could add currencies and determine their location.
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