Designed for Novices
Designed for those unfamiliar with accounting or bookkeeping. Just enter your member invoicing and expenses, and the System takes care of the rest. In a few clicks you can set up recurring invoices, create one-off charges, receive payments, enter expenses, prepare statements, generate reports, and more.
State of Society/Association Affairs visible instantly on a single screen that shows your current financial situation.
Access Anywhere, Anytime
Login and check Society or Association accounts from anywhere – home, office, while travelling – with access to auditors and other users as you decide.
Linked to your bank to automatically download all your account transactions from a large number of Indian banks, with built-in auto-categorization that learns from you over time.
One Place to Go
Organises all your finances in one place to track everyday tasks like invoicing, book-keeping and billing.
Totally paperless accounting, not requiring you to keep even a single sheet of paper, eliminating all those bulky files and folders.
Integrated with Invoicing
Fully integrated with the Invoicing System updating accounts with each invoice and payment.
Automatic multiple backups of the database with the highest online security standards for data storage.
Hosted on SSL-Secured servers with bank like security and safety.
Income & Expenditure Account, Profit & Loss Account and Balance Sheet generated with a click or tap on a button. 60+ types of detailed reports generated instantly in pre-built or customisable formats.
Multiple User Access
Create multiple users with different permission levels to control what type of data each user can see or modify.
Openness & Transparency
Openness and transparency in Society or Association accounting with optional online financial reporting access for every member. Members have read-only access to accounts without the ability to make or modify accounting entries.
Track all of your expenses and outgoings including salary payments without the need to dig into piles of papers and files.
Petty Cash Account
Create an account for handling petty cash expenses.
Vendors & Contractors
Create and send purchase orders or work orders. Manage and pay bills from vendors or contractors.
Keep track of maintenance parts and consumables inventory used in the Society or Association.
Give employees and sub-contractors limited access to enter time worked.
Integrated with accounting and available optionally (at an extra cost) or, when you have only a few staff members, use the journal entry route to enter salary and deductions.
Location & Class Tracking
Breakup, classify and assign receipts and expenditures to locations or departments or buildings within the Society or Association and generate reports based on location and class.
Where needed, set to charge goods and services tax and compute in a single click.
Helps you create Society or Association budget based on historical amounts or from scratch with the facility to sub-divide it based on location and class.
Facility to upload and attach supporting documents for every transaction.
Data Import & Export
Facility to import and export data from and to Excel spreadsheets. You can import list of members, vendors or contractors, chart of accounts, trial balances and pre-defined services. You can export any report generated to Excel.
Entering Past Records
Assistance with getting balances, past records and transactions from other accounting systems into the current books.
Reconciliation of Accounts
Streamlined process to reconcile accounts to ensure the accuracy of accounting records.
Audit log of each financial transaction as it is added, changed or deleted. Lets you see who made the changes and exactly what changes were made. The audit trail is always on and cannot be turned off.
Entire System, including Accounting and Invoicing, is built on a responsive design for desktops, laptops, tablets and smartphones. Apps are available for both iOS and Android.
Best of Both Worlds
Now apps for Windows and Mac Desktops and Laptops, the best of both worlds. Run like local apps and store data in the cloud, or access directly from the browser.
Optional Managed Services for accounting data entry and maintaining member records.
Many, many more features…