Solutions for Finance teams
Ledgers, compliance, and reporting — on live ERP data, not exports
One ledger for sales, procurement, and payroll. Reconcile banks, file GST, close books, and forecast with Prism FP&A — without spreadsheet exports.
Finance command
00 DR Sales · ₹42,000
01 CR Bank · ₹1,20,000
02 DR GST · ₹12,600
03 CR AP · ₹55,000
Assets
Liab.
Equity
Cash
₹18.2L
AR due
₹9.4L
GST
₹2.1L
One live ledger
Sales, AP, payroll, and expenses post to the same books automatically.
Bank recon built in
Match feeds to vouchers line by line — exception queues before month-end.
Reports & close
P&L, GST, period locks, and Prism FP&A from posted data — not exports.
Chart of Accounts & General Ledger
One unified ledger — every transaction from every module posts here
- Full chart of accounts: Assets, Liabilities, Equity, Revenue, Expenses
- Every sale, bill, payroll run, and journal posts to one ledger automatically
- Drill down from any balance to underlying vouchers and source documents
- Journal entries for adjustments, accruals, and inter-company transfers
- Opening balances import for migration from legacy systems
When invoices, bills, payroll, and expenses post to the same ledger automatically, month-end reconciliation goes from days to hours.
Match bank feeds to vouchers — line by line
Exception queues so nothing is missed before you close.
- Import bank statements via CSV or connect bank feeds for automatic matching
- Match bank lines to invoices, payments, and journal entries — auto-match where possible
- Exception queues surface unmatched items before month-end close
- Support multiple bank accounts and currencies independently
- Reconciliation summary shows matched count, unmatched items, and closing vs. book balance
Why it matters
Bank reconciliation is the heartbeat of month-end close. When feeds match vouchers with exception queues for anything unresolved, you close faster with fewer surprises.
Bank reconciliation
All lines matched · 0 exceptions
GST & Multi-Jurisdiction Tax Compliance
GST, VAT, and multi-jurisdiction tax — from posted entries, not exports
- GST-compliant invoicing with GSTIN validation, HSN/SAC, and e-invoice
- GSTR-1 and GSTR-3B drafts from posted sales and purchase entries
- Indian, UK VAT, and Australian GST classification supported
- Tax configuration per jurisdiction — set rates and rules once
- Full audit trail from return line items to originating vouchers
GSTR drafts and VAT returns stay in sync with what was actually invoiced — no manual exports or reconciliation headaches.
Vendor Bills, AP & Payment Management
Vendor bills, debit notes, and payments — connected to procurement
- Vendor bills linked to POs and receipts — three-way matching built in
- Track payables by vendor, due date, aging, and status
- Debit notes for returns or adjustments linked to original bills
- Payments recorded with method, reference, and full history
- Bills post to the general ledger — AP subledger stays in sync
When every bill is matched to a PO and receipt, finance manages cash flow with confidence and closes AP cleanly every month.
Expense Management & Approvals
Every expense captured, categorized, approved, and posted to the ledger
- Submit expenses with category, branch, purpose, amount, and receipts
- Approval workflow: Draft → Submitted → Approved → Paid
- Multi-currency with base-currency conversion for consolidated reporting
- Approved expenses post directly to the ledger — no manual journals
- Mobile app for on-the-go submissions with photo receipts
Structured approvals and automatic ledger posting mean finance sees every rupee spent and enforces policy before money goes out.
Financial Reports & Custom Report Builder
P&L, Balance Sheet, Trial Balance, and custom reports — from live data
- P&L and Balance Sheet with drill-down to underlying vouchers
- Trial Balance with abnormal balance detection
- GST summary reports aligned with GSTR filing
- Custom report builder with dimensions, filters, and exports
- Reports refresh from live ledger data — no stale exports
When the CFO asks "where are we this month?", the answer is one click away — not a two-day spreadsheet exercise.
Period locks & automated close
Pre-close checks and closing entries — repeatable every month.
- Period locks prevent posting or edits in closed periods
- Automated closing entries move revenue and expense to retained earnings
- Pre-close checks surface unreconciled bank lines and unapproved expenses
- Finance workspace lists exceptions by severity with owner assignments
- Audit trail records who locked each period and when
Why it matters
Automated closing entries and pre-close exception checks turn month-end from a fire drill into a predictable process — and period locks keep closed books closed.
Jan 2026
Finance · Sales · Procurement
Feb 2026
Finance · Sales
Mar 2026
All modules
Prism FP&A
Every number under control. Every future forecasted.
Planning that stays connected to actuals — budgets, forecasts, and variance analysis in one workspace.
- Centralize budgets, forecasts, and actuals in one live FP&A workspace
- Compare plan vs actual with variance bridges and trend analysis
- Model expected, optimistic, and pessimistic scenarios without spreadsheets
- AI-powered forecasting surfaces trends and anomalies before they become problems
Invoicing & Accounts Receivable
Invoices, credit notes, payments, and customer balances — fully connected
- Invoices from sales orders with correct tax, terms, and branding
- AR aging by customer, due date, and status
- Credit notes and payments linked to original invoices
- Automated email reminders for overdue invoices
- AR posts to the general ledger — receivables always in sync
Connected invoices, reminders, and payments mean finance spends less time chasing and more time managing cash.
Run finance on live ERP data — not exports and spreadsheets
- Unified ledger connected to every module
- Bank reconciliation with exception queues
- GST, VAT, and multi-jurisdiction tax compliance
- Vendor bills with three-way matching
- Custom reports and live dashboards
- Period locks and automated closing entries
- Prism FP&A for budgets and forecasting