Finance Managment

PlumERP Financial Management Module delivers a fully integrated range of functions. It places effective financial management at the heart of your business systems and processes.

Financial Management Module

Real-time Visibility into Financial Health of Your Enterprise

PlumERP financials software accelerates your financial close, provides strong expense management, offers streamlined and auditable revenue management and ensures complete real-time visibility into the financial performance of the entire business. It deals with all critical functions including: general ledger; accounts payable and accounts receivable; comprehensive budgeting, asset accounting, cash management capabilities; and other dedicated tools.

PlumERP financial management seamlessly integrates with all other modules - order management, purchasing, inventory and CRM functions to streamline critical business processes, such as quote-to-cash, and everyone works from a single source of finance, sales and customer data.

Key Features

Full financial and managerial control of your organization’s operations:
  • 1. Flexible chart of accounts supporting: multi-company needs; user-defined account rules; account groups for financial reporting and complex consolidation;
  • 2. Adaptable reporting structures and hierarchies that will reflect the way your organization works – now and as it grows;
  • 3. Comprehensive and flexible tax handling, recording and reporting, including full and partial exemptions

Comprehensive and flexible tax handling, recording and reporting, including full and partial exemptions.
  • 1. Instantly see the precise make-up of each supplier account, including the amounts owed and how long debts have been outstanding;
  • 2. Determine how and when payments are made and the level of analysis information on each transaction;
  • 3. Integrated workflow for invoice approvals, updates to records etc.;
  • 4. Supporting multiple, international payment methods;
  • 5. Integrated document management for scanned invoice

An effective and secure solution for invoice entry, payment follow-up, registration of payments and analyzing sales informa

  • 1. An effective and secure solution for invoice entry, payment follow-up, registration of payments and analyzing sales information:
  • 2. The structured customer database can be tailored to suit your own marketing and sales analysis requirements

  • 1. Easily track and manage depreciating or non-depreciating company assets
  • 2. Supports all standard depreciation methods and unlimited custom depreciation methods
  • Depreciation and asset retirements posted directly to different accounts
  • Comprehensive reporting across assets, valuation, depreciation
  • Integrated document management, allowing you to hold photographs, operating instructions, ownership deeds, purchase agreements and so on

Monitor and manage the financial performance of your business using real-time dashboards with key revenue, expense, receivables metrics and more
  • 1. Monitor and manage the financial performance of your business using real-time dashboards with key revenue, expense, receivables metrics and more
  • 2. Optimize cash management, reporting, analysis and allocation in real time, at the corporate and subsidiary level
  • Leverage more than 400 standard reports, including income statements, balance sheets, consolidated reports, variance reports and side-by-side comparisons—or easily create and define financial reports according to the needs of your business

Monitor and manage the financial performance of your business using real-time dashboards with key revenue, expense, receivables metrics and more
  • Drive revenue and cash collection with a streamlined billing and automated order-to-cash process
  • Transform inefficient manual and paper-based processes into streamlined workflows with end-to-end support for procure-to-pay process
  • Reduce errors and improve productivity by ensuring that all users in all departments are working with the same customer, sales and financial data.

Take intelligent and proactive actions based on automated triggers that generate emailing messages, SMS alerts, running reports, initiating server processes and placing messages in task panes, alert lists and dashboards

Key Benefits

  • - Ensure accountability and compliance by continuously maintaining a complete audit trail
  • - Complete real-time visibility into the financial performance of the entire business.
  • - Improved efficiency and productivity with streamlined financial processes
  • - An integrated solution that combines all other modules – order management, inventory, procurement and HR