Financial Services
Bank branches or services with window transactions
Essential Modules
CoreThese modules form the core of a complete Financial Services setup.
Customers
Customer management with CRM features, lifecycle tracking, tags, and activity timeline
Invoicing
Invoice generation, numbering series, and payment tracking
Accounting
Chart of accounts, journal entries, balance and P&L
Contracts
Recurring contracts and service agreements with renewal tracking
Recommended Modules
OptionalThese modules add extra features to enhance your setup.
Tax Management
Tax rates, calculations and reporting
Expenses
Expense tracking, suppliers, and purchase order management
Budgets
Budget planning, tracking and variance analysis
Bank Reconciliation
Bank account sync and transaction reconciliation
Document Templates
Customizable document templates for receipts, invoices, and reports
E-Signatures
Electronic signature workflows and document signing
Staff
Employee profiles, documents, and organizational structure
Reports
Custom report builder with saved reports and scheduled delivery
Multi-Currency
Multi-currency support with exchange rates for POS
Fixed Assets
Fixed asset tracking, depreciation and maintenance
Suggested Roles
6Pre-configured roles for a Financial Services business. Each role comes with the right permissions.
Bookkeeper
AccountingManages accounting records and budgets.
Contract Manager
ContractsManages contracts and document templates.
Document Editor
DocumentsCreates and manages document templates.
Expense Manager
ExpensesManages and approves expenses.
Asset Manager
Fixed AssetsManages fixed assets and maintenance schedules.
Accountant
InvoicingManages invoices and document templates.
Start your Financial Services with ERPlora
Create your free account and set up your business in minutes. All essential modules are included at no cost.
Other Business Types
Beauty & Wellness
Salons, spas, barber shops, and wellness centers
Retail & Commerce
Retail stores, boutiques, and shops
Hospitality & Restaurants
Restaurants, cafés, bars, hotels, motels, and catering services
Healthcare & Personal Care
Clinics, pharmacies, spas, beauty salons, and wellness centers