Easily handle transactions in different currencies for global operations.

Automatically convert currencies and manage exchange rates

Access comprehensive ledger functions and create financial statements like balance sheets and profit & loss statements

Invoices: Effortlessly handle invoices, saving time and reducing errors with automation.

Credit Notes: Manage returns and refunds with precise records, ensuring customer satisfaction.

Customers: Keep detailed customer profiles and transaction histories to strengthen relationships.

Receipts: Easily record and manage payments, seamlessly matching them with invoices.

Bills: Efficiently manage and track vendor bills, ensuring timely payments and good relationships.

Refunds: Process refunds accurately, maintaining detailed records for financial integrity.

Suppliers: Maintain detailed supplier profiles and histories to optimize management and procurement.

Payment Voucher: Easily generate and manage payment vouchers for vendor payments, ensuring compliance and accuracy.

Assign roles with unique access permissions for different user groups.

Secure data and comply with regulations by limiting access based on user roles.

Create a role hierarchy to control data visibility.

Restrict data access based on hierarchy position for better security and efficiency.

Create thorough account statements for each partner.

Offer partners clear financial details.

Keep detailed ledgers for each partner.

Ensure precise tracking of partner transactions.

Produce customized account statements.

Facilitate account balancing and financial review.

Create tax reports for compliance and filing.

Streamline tax management and reporting.

Produce trial balance reports for accurate finances.

Guarantee adherence to accounting guidelines.

Create detailed balance sheets for financial health evaluation.

Aid in strategic financial decision-making.

Keep a thorough general ledger for transactions.

Aid in financial audits and reporting.

Create income statements to track financial performance.

Identify areas for improvement and growth.

Keep detailed employee profiles and records.

Improve HR processes and boost employee engagement.

Monitor company holidays and employee leave.

Keep precise attendance records.

Handle employee leave requests and approvals.

Maintain compliance with leave policies and regulations.

Automate payroll tasks and calculations.

Combine payroll data with accounting for smooth financial management.

Establish and oversee organizational hierarchies.

Improve reporting structures and workflow efficiency.

Efficiently handle employee schedules and shifts.

Maintain smooth operations and employee contentment.

Provide and handle different insurance policies.

Tailor insurance products to fit customer requirements.

Customize insurance procedures to match business needs.

Improve efficiency and customer satisfaction.

Offer insurance services through various channels.

Ensure secure operations with robust access control.

Administration: Handle administrative tasks and policy settings.

Front Office: Assist customers and issue policies.

External Sales: Support external sales teams and brokers.

Brokers, Agents, Agencies, Agency Users: Provide customized access and features.

Set pricing rules based on different factors.

Automate pricing for consistency and accuracy.

Easily update and manage pricing rules for market changes.

Handle customer interactions and claims via call centers.

Ensure timely and effective claim processing.

Merge claims data with financial systems for smooth processing.

Ensure accurate financial reporting.

Monitor claim progress from start to finish.

Keep thorough case records for accountability.

Audit claims for compliance and accuracy.

Identify and address potential issues.

Manage claims with multiple review stages.

Ensure comprehensive evaluation and processing of claims.

Receive claims directly from providers for efficient processing.

Simplify claim intake and handling.

Incorporate medical codes for claims.

Ensure precise coding and processing of claims.

Automate claim settlements to speed up processing.

Improve customer satisfaction with quick settlements.

Integrate CRM (Customer Relationship Management) with different business areas smoothly throughout the organization.

Oversee and manage ads and promotions.

Boost brand visibility and reach.

Connect CRM with claims management for a single view.

Improve customer service and claims handling.

Collect, follow, and handle leads effectively.

Enhance lead conversion and sales outcomes.

Handle the entire sales process from lead to closure.

Improve sales processes and boost conversion rates.

Organize, run, and monitor marketing campaigns.

Evaluate campaign success and ROI (Return on Investment).

Offer APIs for smooth mobile app integration.

Allow mobile access to system functions.

Connect with providers via APIs.

Facilitate smooth data exchange and operation.

Provide APIs for connecting with consumers.

Improve customer engagement and service delivery.

Design a personalized mobile app for your business needs.

Choose a white-label solution for fast deployment.

Add essential features to the mobile app for full functionality.

Improve user mobility and accessibility.

Verify immediately if any individual or organization is sanctioned before approving contracts or claims.

Adhere to global regulations and prevent fraud.

Allow stakeholders to comment, add tasks, and take actions on contracts and claims.

Promote team communication and timely operations.

Improve collaboration and track task progress effectively.

Track all changes made on any form within the system.

Provide easy access for users to audit changes and track issues or misuse.

Ensure alignment with compliance standards worldwide.