Documents and transactions
Review original documents, post transactions and track their status. Use rules and templates for recurring transactions, confirm documents or return them for correction.
Accounts and analytical dimensions
Charts of accounts and analytical dimensions by company and year. Opening balances, account movements and detailed records for counterparties, employees and other dimensions.
Banking
Import PDF, CSV and XML statements, including OCR of scanned pages. Identify counterparties, match payments and reuse learned rules.
Personnel and payroll
Hiring, contract amendments, terminations, leave, sickness and business trips. Calculate salaries, payroll registers and payslips, and prepare declarations for review and filing.
Inventory and assets
Products, stock movements and balances linked to documents. A fixed asset register covering acquisition, depreciation and disposal.
Reports and statements
Trial balance, general ledger, VAT registers and returns, balance sheet and income statement. Counterparty and personnel reports, monthly and annual closing.
See the panel
