Key features

• Real-time reporting and dashboards
• Robust in-depth financial analysis
• Budgeting, forecasting and planning
• Seamless integrations
• Accessible User Interface
• Built by accountants, for accountants
• Customizable dashlets
• Fully integrated suite of financial management modules

Features and benefits

Reporting and dashboards

Financials has been built to ensure efficient and robust reporting is its heart. The solution ensures teams are able to automate real-time reporting and drill down into key financial information with ease, driving strategic initiates for the whole organisation and eliminating time spent on manual work.

Financial management

Financials is a Cloud-based Financial Management solution which provides rich, robust financial management functionality in a simplified and streamlined platform. Financials enables finance teams to accurately manage all elements of accounting from a flexible general ledger, accounts payable, credit management, bank reconciliation and more.

Asset and inventory management

Financials includes modules for inventory and fixed asset management. The inventory module manages stock items held in one or more physical stores and all of the required store movements, ensuring that accurate stock values are maintained within the balance sheet within the General Ledger. The Fixed Assets module provides control over the capital investment from a financial management perspective, with integration to the general and sub ledgers.

Project management

Project Tracking gives project managers control and visibility of the income and costs of their project, or portfolio of projects, at every stage of the project life cycle. It provides visibility and accountability with total control over planned commitments, costs and revenue in any currency.

Purchasing management

Eliminate errors and streamline purchase processes with our advanced purchasing management features and functionality. Get a summarized and clear view of the entire process and track performance against budget.

Supplier and customer portals

Enhance the relationship with your suppliers and customers by providing an intuitive ‘self-service’ solution. Registered suppliers can answer many of their own queries directly through the portal and perform several useful supplier management functions, such as reviewing contracts, catalogues, purchase orders and invoices, with further options to message with queries and updates. For your customers, they can review their account balances online with the ability the settle invoices directly via online card payment. Both registered customers and guests, are able to purchase items directly via the portal.

Integrations

Financials offers seamless integration with a wide range of other products, enhancing its functionality and user experience. Its open architecture allows it to integrate with various ERP systems, CRM tools, and other business software; enhancing workflow automation and reducing manual processes and increasing efficiency and productivity.