cloudbi ERP accounting

The financial accounting package allows companies to record all transactions in the business chart of accounts and closely monitor daily sales, product and sales staff performance and ensure that all inventory and stock levels are adjusted in real-time. Senior staff and management can also utilize the integrated accounting analytics package to perform effortless analysis that allows them to do full cost breakdown on products, monitor profit margins, track expenses and determine overall profitability.

Application automation of many of the mundane daily tasks can be set to various levels based on user defined guidelines. Once again this results in increased productivity, as employees can trust that mundane, repetitive tasks to system processes and dedicate more of their attention to other business areas.

Simple Design

Designed for businesses to manage their finances and stay on top of their cash flow. Invoicing, accepting online payments and keeping track of expenses couldn't be simpler.

  • Easy-to-use Interface

  • Mobile & Tablet Ready Interface

  • Multilingual Admin & Client Panel

  • Designed for Small Businesses

  • 100% Financial Data Ownership

Key Usage Features

Inventory Management: : Enable inventory tracking and manage goods as they come in and go out. Items also speed up invoicing.

Vendor Management: Create vendors so you could assign bills and payments to them and later filter their transactions easily.

Multi-Currency: Send invoices and add expenses in any currency and let the system convert them in your main currency.

Bank Accounts Management: Create unlimited bank and cash accounts and track their opening and current balances.

Customer Management: Create clients and send invoices to them. You can also set a password so they could to access the client portal.

Multi-Company: Manage the finances of multiple companies from one admin panel. Assign users to different companies.

Powerful Reporting: Get detailed financial reports to help you better visualize all the information you need to improve your business.

Manage Billable Expenses: Create and manage bills so your finances are always accurate and healthy. Know what and when to pay.

Unique Transaction Categories: Create categories for incomes, expenses and items and see the flow of your business at a glance.

Fine-Grained Permissions: Configure permissions on a Role level to protect and simplify their management experience.

Recur Everything: Automatically create invoices, revenues, bills, and payments for ongoing jobs. And let the application do the rest.

Discount Structures: Encourage client loyalty and help boots your sales by giving them loyalty  discounts from the usual cost.

ONLINE ACCOUNTING: See your financials online anytime, anywhere on your Mac, PC, tablet or mobile phone. No limits.

BILLABLE EXPENSES: Create and manage bills so your finances are always accurate and healthy. Know what and when to pay. And stay updated on when your clients pay you.

CUSTOMER SUMMARY: See the customer profile, address, list of transactions, and paid, open, and overdue totals at a glance.

UNLIMITED ATTACHMENTS: Attach your business files and/or receipts to invoices, expenses, payments for original evidence.

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Eqilibruim Solutions is a proud supporter of the Global Open Source Community. The CloudBI Private Business Cloud Platform is developed using multiple enterprise ready platforms  extensively tested and production environment certified Open Source Technologies