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Core Modules · Accounting & Finance

Financial statements built automatically from daily operations

Every purchasing, sales, and inventory transaction generates journals automatically based on the account mapping you define. Finance focuses on analysis, not re-entry.

Accounting & Finance

Core Modules

  • Operations4 features
  • Reporting7 features
  • Configuration3 features
  • Funding3 features

What’s included

Accounting & Finance

Operations

  • Accounting dashboard
  • Manual journals
  • Automatic journals from transactions
  • Bank reconciliation

Reporting

  • Journal report
  • General ledger
  • Trial balance
  • Profit & loss
  • Balance sheet
  • Cash flow
  • Fund budget report

Configuration

  • Chart of accounts & financial accounts
  • Transaction event to account mapping
  • Tax master

Funding

  • Fund sources
  • Fund usages
  • Fund budget plans
01

Faster period close

Journals are created as transactions happen, so month-end reports only need review, not rebuilding from scratch.

02

One version of the numbers

Sales, stock, and finance read the same database. No more gaps between warehouse, sales, and finance reports.

03

Audit-ready

Every journal traces back to its source document: invoices, goods receipts, and payments.

FAQ

Frequently asked questions

Are journals created automatically?

Yes. Purchasing, sales, and inventory transactions generate journals automatically based on configured account mapping. Manual journals remain available for adjustments.

Which financial reports are available?

General ledger, trial balance, profit & loss, balance sheet, cash flow, journal report, and fund budget report.

Can we use our own chart of accounts?

Yes. The chart of accounts is set up with our implementation team to match your company structure.

One System. Whole Company.

Ready to run your whole company on one system?

Discuss your needs with our experts. We will map the right modules for you, with no obligation.