compiled a comprehensive list of features.
Accounting and Finance Management
- Multi-Currency Support: Essential for businesses with international clients, enabling seamless transactions and conversions in different currencies.
- Multiple Tax Support: Handles complex tax structures, making it easier to comply with local and international tax laws.
- Invoice/Recurring Invoice/Quotation: Create invoices or quotes with ease, including automated recurring billing for subscription services.
- Transaction Categories: Categorize transactions for clearer financial tracking and reporting.
- Account Balances & Statements: Track bank and cash balances, ensuring a clear overview of your financial health.
- Profit & Loss Report, Transaction Report, Tax Report: Generate comprehensive financial reports to monitor profitability, transaction history, and tax compliance.
Payroll and Employee Management
- Staff Management: Manage employees’ details, roles, and responsibilities in one place.
- Attendance & Leave Management: Track employee attendance, vacations, and sick leaves. Manage holidays and weekends efficiently.
- Payslips, Salary Pay Scales: Issue payslips and manage different salary pay structures based on roles or departments.
- Payroll Reports: Generate payroll-related reports for better financial oversight and tax planning.
- Dynamic Role & Permissions: Control employee access levels and functionality, ensuring sensitive data is only accessible to authorized users.
Customer and Vendor Management
- Customer & Vendor Management: Track and manage interactions with customers and vendors, including contact details, transactions, and communication history.
- Quotation: Easily create and send quotes to customers for future sales.
- Payment Gateways (PayPal, Stripe, Razorpay, etc.): Integrate a variety of payment methods for easy payment processing across regions.
Security and Data Protection
- Google reCAPTCHA V3: Protect your system from bots and fraudulent activities.
- Database Backup: Regular backups to ensure that critical financial data is secure and retrievable in case of a failure.
- Role-Based Access Control: Further fine-tune access and permissions based on user roles, ensuring that only the right people access sensitive business information.
User Experience and Customization
- Drag & Drop Invoice/Quotation Template Builder: Easily design personalized invoices and quotes with a user-friendly drag-and-drop interface.
- Multi-Language Support: Serve a global audience by supporting multiple languages, ensuring that customers and employees can interact with the software in their preferred language.
- Email Notifications: Automatic notifications for key activities like payment receipts, overdue invoices, or payroll updates, improving communication with customers and employees.
- Dynamic Roles & Permissions: Customizable role settings to define what users can or cannot do, providing better control over your team’s access to features.
Operational & Administrative Tools
- Purchase Management: Track purchase orders, manage suppliers, and monitor inventory levels.
- Transaction Methods: Supports various payment and transaction methods, increasing flexibility in how payments are processed.
- Attendance Report, Payroll Report, Tax Report: Pre-built reports for better visibility into business performance, employee attendance, and tax obligations.
Scalability & Integration
- Ton of Other Features: The inclusion of many other features suggests a robust solution that can be tailored to the needs of various industries and business sizes.
Enterprise Plan
Need a custom plan?
For large teams spending over $5m per year, contact us about our enterprise product.