Sales and Invoicing SERPSA
Assume full control over your financial and accounting operations by using a suite of comprehensive tools.
The accounting software integrated with all the company's applications
GENERAL ACCOUNTING
Build your own general ledger, account payables, receivables, transactions, and taxes and generate your financial reports easily.
FIXED ASSETS
Carry out amortization and depreciation procedures with ease to take advantage of the tangible and intangible assets of your organization.
BUDGET & FORECASTING
Allocate resources and automate purchases. Track your budget and compare and analyze actual performance with previously set forecasts.
COST & ANALYTIC ACCOUNTING
Structure your accounts based on projects, contracts, and departments; produce analytical entries automatically and divide your cost centres.
SUBSCIPTION & BILLING
Create and control subscriptions and billing plans with ease. Choose membership models that best fit your line of business, be it monthly or yearly.
FUNDS & LOANS
Register received payments and reserve specified amounts. Issue valuable reports to monitor expenditures, reconciliations, disbursements, etc.
Turn leads into loyal customers with advanced sales techniques and support tools
LOCALIZED ACCOUNTING RULES
Benefit from personalized tools that abide by the specific regulations of your country and geographical location.
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Abide by your country's payroll rules.
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Create a chart of accounts for your country and add the local tax rates.
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Benefit from your country's electronic invoicing rule and specific reports.
ACCOUNTING FOR SMALL BUSINESS
Manage financial transactions using a custom-built solution that provides the needed security and scalability to your business.
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Improve your financial services.
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Easily handle your invoices, bills and bank reconciliation.
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Manage your cost accounting with an advanced tool.
FINANCIAL CONSOLIDATION
Combine your multi-companies accounting data in a single platform and safely store your data in a unified repository.
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Unite subsidiaries report with the parent company account.
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Gain complete oversight of your accounting information from the same source.
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Generate statements for different accounts from one place
VOIP CONNECTORS
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Call customers automatically or manually from your web browser and create a dial queue.
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Create a dial queue on customers or opportunities, call from the browser automatically or manually.
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Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send emails for failed calls.
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Get notified by automatic pop-ups when receiving calls.
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Integrated with Asterisk v13.2 VOIP server.
FINANCIAL STATEMENTS
Create, edit, and store formal records to keep track of your financial activities and business position.
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Evaluate your financial health and earnings with instant and dynamic reports.
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Generate personalized reports such as balance sheets, income statements, statements of cash flows, audit reports, tax reports, performance reports.
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Compare your figures between different periods.
SUPPORT CONTRACTS & TICKETING
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Provide help-desk services to your clients and sell support contracts.
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Track, prioritize, and solve customer tickets.
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Multi Channels; Contact your customers through email, website form, and live chat.
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Create your SLA rules and let the CRM act automatically.
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Define dynamic email templates to automate the most common responses.
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Use canned responses in live chat for instant answers.
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Provide smart self-service customer knowledge base
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Up-sell your services using time-limited deals.
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Create automated alerts and notifications for your team to quickly assist clients.
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Track support time on each contract using the time-sheet app.
INVOICING
Control recurring billings, track payments and generate personalized invoices with ease.
EXPENSE MANAGEMENT
Obtain a detailed view of upcoming bills and expenses to adapt your budget accordingly.
BANK SYNCHRONIZATION
Import all documents related to banking activities and sync your statements automatically.
EFFORTLESS RECONCILIATION
Automate reconciliation processes using advanced tools to eliminate errors and reduce time.