Modules at a glance
Accounting
Support quote-to-cash and record-to-report with customers, sales, invoicing, receipts, supplier bills, banking-style operations, and a chart of accounts.
Revenue and AR
- Sales lists and summaries with approval paths.
- Customer dashboards and histories feeding invoices and engagement reporting.
- Uninvoiced positions through invoicing and receipts collection.
Spend and AP
- Suppliers and bills; payments aligned to operational reality.
- Linkage to payroll payouts where your process pays staff via accounting.
Ledger operations
- Transactions with draft/post discipline.
- Journal entries, transfers between accounts, and reconciliation workflows.
- Chart of accounts hierarchy as the backbone.
Reporting
- Trial balance, balance sheet, profit and loss, cash flow.
- Sales performance, accounting performance, debt collection, customer engagement.
- Trainer-focused profitability views and monthly financial profit and loss.
Payments ecosystem
- Online payment callbacks integrated with external gateways—so collections match recorded invoices.
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