ERP & finance automation
Books, Inventory and Subscriptions configured to run finance, stock and billing end to end, with reconciliation that doesn't need a parallel spreadsheet. Built for multi-branch, multi-currency and multi-GST operations, not a single-entity demo.
What's included
- Chart of accounts & GST setupStructured for your actual entities, branches and tax jurisdictions.
- Billing & subscriptionsRecurring invoices, payment reminders and dunning handled automatically.
- Inventory & order managementStock levels, reorder points and purchase orders tied to real sales data.
- Bank & payment reconciliationFeeds connected so reconciliation is a review, not a re-entry.
- Multi-branch & multi-currencyConsolidated reporting across branches and currencies without manual conversion.
- Approval workflowsPurchase and expense approvals routed by amount, department or branch.
How we approach it
- Step 1
Map current finance workflows
How invoices, POs, expenses and reconciliation actually happen today, including the workarounds.
- Step 2
Design the chart of accounts
Structured for your entities and reporting needs from day one, not retrofitted later.
- Step 3
Configure & migrate
Books, Inventory and Subscriptions built and populated with opening balances and historical data.
- Step 4
Parallel run & close
A full close cycle run in parallel with your current system before switching over.
Is this the right fit?
Good fit if
- Finance still exports to Excel to reconcile or report
- You operate multiple branches, currencies or GST registrations
- Purchase and expense approvals happen over email or WhatsApp
Not yet, if
- You're a single-entity business with under ~50 transactions a month — a lighter setup may do
- You haven't chosen Books or Inventory over your current accounting tool yet — that decision comes first
- Migration timing depends on your financial year-end — we'll plan around it either way