Accounting, Finance
Manage your accounting and finances effortlessly from a single browser tab. If you provide accounting services to clients, Fertimo offers powerful tools to help you stay organized and streamline your workflow.
Accounting
Modern accounting module will reduce routine in your daily work. Manage accounts, post entries, generate reports, and analyze data with our accounting solution.
Chart of accounts
Manage chart of accounts, create sub-accounts, set opening balances, and search accounts.
- Draft chart of accounts is provided
- Create sub-accounts and manage them
- Manage multi-currency accounts
- Set opening balances for accounts, in multiple currencies
- Search accounts by code and name, with filters
Journal entries
Post journal entries with multiple account lines, build automations, and make builk entries.
- Post multi-currency journal entries
- Post entries to multiple accounts
- Assign entries to specific categories
- Import bank statements and reconcile
- Create automations for journal entries
Information
Precise and timely information is key for decision making and control. Get trial balance, account balances, account details, and account journal.
- Get trial balance, monthly and early
- Get account balances and track changes
- Get account details, transactions, and history
- Get account journal and track entries
Reporting
Financial reporting is crucial step in effective financial desicion making. Get automatic reports and reconciliation with our reporting solution. Save time and reduce errors.
Statements
Get real-time view of your financial situation with autimatically generated financial statemnets. Get automatic reports, reconciliations, and more.
- Get automatic reports and statements
- Get automatic reconciliation and reports
- Select month and year periods for reports
- Get four financial statements: balance sheet, income statement, cash flow, and equity statement
- Dive into details with drill-down reports
- Build custom reports and statements
Ratios
Analyze financial ratios, get insights, and improve financial performance with our ratio analysis solution.
- Get automatic calculation of financial ratios
- Analyze trends and changes in financial ratios
- Get AI assisted insights and recommendations for financial ratios
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