Get all the core financial features in one unified accounting platform
Empower your finance team to run operations with zero hiccups. Effortlessly manage all the paperwork, from inventory orders to bank statements, while ensuring a smooth workflow. Keep your finance data secure with cloud accounting software that won't affect your pockets.
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Instant Order Processing
Simplify your order management process seamlessly, moving from sales to purchase with just a few clicks. Effortlessly generate invoices from both sales and purchase orders or swiftly convert sales orders into purchase orders. Customize invoices to reflect partial shipments of available products, facilitating direct shipping with our comprehensive accounting software.
- Track reordered items and vendor prices
- Analyze real-time transaction reports
- Attach receipts, bills, or other documents to invoices
- Convert sales orders and purchase orders into invoices
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Simple Expense Management
Control all your business expenses efficiently with our financial solution. Keep tabs on each expense, and categorize them to get more clarity over your total spending. Monitor and record your recurring expenses, payment reports, and status in customized dashboards for better visibility. Check expenses using different categories, expense types, dates, and other filters.
- Track and manage your recurring expenses
- View expenses in customized dashboards
- Use different expense filters for better analysis
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Audit Trail for Better Transparency
WrkPlan empowers you with a robust audit trail solution, which is mandated by the Ministry of Company Affairs in any GST-compliant accounting software. Track the history of a transaction from its beginning to its end and maintain transparency and integrity of your financial data. The audit trail records all entries and changes made to financial transactions, including the person making the changes and when they were made, to detect or prevent any fraudulent or unauthorized activity.
- Maintain business compliance with account traceability
- Get clear visibility of your finances
- Make your financial transactions transparent
- Detect any fraudulent activities or unauthorized changes
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Easy Bank Statement Reconciliation
Seamlessly reconcile your bank accounts in no time with WrkPlan’s finance and accounting module. Record and view all your bank transactions using WrkPlan dashboards (which are configurable). Prepare your business for taxes and handle your cash and bank details with ease. Safeguard all your banking data in one secure cloud space, ensuring the confidentiality of your financial transactions.
- Reconcile your banking statements
- Reconcile your credit card details
- Prepare your cash or bank details
- Manage your canceled checks
Industries We Serve
Explore our integrated accounting software tailored for various sectors, including:
- Manufacturing
- IT Hardware
- Foods and Beverages
- Leather Goods
- Rubber Goods
- Electronics
- Textiles
- Retail
- Wholesalers
- E-Commerce
- Paper Goods
- Restaurant Chains
- Telecom
- Sports and Fitness
- Real Estate
Testimonials
Nitesh Patel
Account Manager
The WrkPlan team knows how to keep their promises. We asked them for a few customizations and they did it within just a few days. Now my teams can easily manage taxes without any issues.
Roger D.
Accountant
I have been using WrkPlan for more than 5 years now for my manufacturing company. The software interface is really simple and easy to understand. The team there is also very supportive.
Neha
Deputy Manager HR
Thank you to the team WrkPlan for your patience and professionalism. We have worked with them to set up a cloud-based ERP on our premises and they executed it within a stipulated time frame. WrkPlan Team is always quick to reply and provide good support!
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Sign Up Now !Frequently Asked Questions
Accounting Part 1
How WrkPlan ERP accounting software can help small businesses?
WrkPlan financial software can equip small businesses with the necessary tools to automate time-consuming tasks like expense tracking, invoicing, inventory managing, GST returns filling, etc. allowing businesses to focus on more important tasks at hand such as decision-making and increasing productivity.
Which is better for small businesses on-premise or cloud-based accounting software?
WrkPlan cloud-based accounting system is ideal for any small to medium-scale business as it is subscription-based, has lower maintenance costs, and can implanted easily on any system within a few days.
What are the key differences of on-premise and cloud-based accounting software?
One of the key differences between on-premise and cloud-based accounting software is the prices. Cloud-based accounting systems are charged on a subscription basis while on-premise applications have to bear expenses on upgrading, infrastructure, and implementation. Furthermore, cloud-based accounting software is more secure and can be implanted seamlessly on any system within a few days.
Which is the best accounting software for accountants and CA professionals?
WrkPlan online accounting software offers the best financial services for CA and accountants by simplifying the auditing of indirect taxes and GST calculations. It tracks revenues and expenses and helps in exporting GST reports efficiently. Using WrkPlan GST software for CA could help save ample time and effort and mitigate any calculation errors during the process.
How can I start managing my finances in the WrkPlan accounting platform?
Businesses can easily start with WrkPlan by purchasing our monthly or yearly plans. Once the subscription is done, you can simply create the company account and start accounting.
Is the WrkPlan business accounting solution expensive?
WrkPlan enterprise suite is more economical. Our monthly packages start from only rupees 950 per user.
What financial reports can I prepare using WrkPlan ERP accounting software?
WrkPlan offers various financial statement analysis tools for preparing financial reports for specific periods that can help you make better-informed decisions and enable you to analyse financial performance over different intervals, such as monthly, quarterly, or annually. Here are some key financial reports you can prepare using WrkPlan:
- Income Statement
- Profit and Loss Statement
- GSTR Report
- Cash Flow Statement
- Monthly Balance Sheet
Can I use audit trails in my WrkPlan accounting software?
Yes, you can use audit trails to ensure a transparent way of money transactions and to identify any abnormalities in the transactions.
What are the best features of WrkPlan accounting software?
Here are some best features of using WrkPlan:
- WrkPlan equips you with dynamic financial and reporting tools to elevate your organization’s financial health.
- Gives you a 360-degree view of your financial data.
- Offers top-notch cloud security with AWS hosting
- Empower you with the customization facility of financial reports and dashboard templates.
- Offers a complete suite to manage and monitor not only your accounts but also your inventory, warehouses, and HR & payroll.
- WrkPlan is much more affordable than other accounting software available in the market.
Can WrkPlan cloud accounting software protect my financial data?
WrkPlan is a SaaS-based cloud accounting system, hosted by AWS Cloud Security to enhance your data security protocol and give you better control over your data. With AWS you can centralise your data, store it in one place and get easy access to your data.
How can the WrkPlan accounting platform help with taxes and GST fillings?
WrkPlan tax preparation software can easily automate many aspects of tax compliance by monitoring income and expenses, generating financial reports, and providing data needed for tax calculations. You can easily prepare tax reports and file GST returns with ease.
Can I customise my financial reports with WrkPlan?
WrkPlan already equips you with multiple pre-built reports to manage your financial transactions. However, if you have any specific requirements then our expert teams are ready for customization.
Is bank reconciliation possible in WrkPlan?
Yes, it is recommended that you reconcile your bank statements with WrkPlan to ensure that all transactions are accurately recorded and allow you to identify and rectify any discrepancies promptly. The Bank Reconciliation option can be found in the GL module.
Can I file GST returns in WrkPlan GST software?
Yes, filing of GSTR-1 is possible in WrkPlan. We have multiple file formats available from Excel to JSON.
Can I generate e-invoices in WrkPlan billing software?
Yes, you can generate E-invoices with WrkPlan GST invoice software.
What is the implementation span of WrkPlan ERP accounting software?
WrkPlan accounting software can easily be implanted on any device within just 3 days.
Is it possible to import data from my existing accounting system to WrkPlan?
Yes, you can easily import data from spreadsheets or other accounting systems to WrkPlan without worrying about any data losses. This can save time during the transition to a new software platform. Ensure that your current data format is compatible with the new software.
Do I need to back up my accounting data regularly?
WrkPlan accounting software automatically backs up your data in the AWS Cloud, eliminating the need for manual backups.
Where can I find my fixed assets in WrkPlan accounting software?
You can easily manage your fixed assets with WrkPlan. You can find fixed assets in the General Ledger.