Streamlined Core Financials in an Integrated
Accounting System
Effortlessly manage your financial operations with WrkPlan’s comprehensive tools, designed for seamless integration and enhanced visibility.
-
Seamless Order Processing
Efficiently manage the entire order lifecycle with intelligent, automated workflows that integrate sales and purchase orders directly into your accounting system.
- Automated Invoice Generation: Automatically generate and customize invoices based on sales and purchase orders.
- Vendor Price Tracking: Monitor real-time vendor pricing to make cost-effective purchasing decisions.
- Real-time Transaction Reports: Access up-to-date reports on all transactions for better financial control.
- Document Management: Attach and manage documents directly within the system for easy reference and compliance.
-
Advanced Expense Management
Gain granular control over your business expenditures with WrkPlan’s sophisticated expense management tools.
- Recurring Expense Tracking: Automate the tracking and recording of recurring expenses, ensuring timely payments and accurate budgeting.
- Customizable Dashboards: Visualize and analyze expenses with tailored dashboards that align with your business objectives.
- Advanced Filtering & Analytics: Apply detailed filters to categorize expenses and conduct in-depth financial analysis.
-
Enhanced Audit Trail for Maximum Transparency
Ensure the integrity and compliance of your financial data with WrkPlan’s robust audit trail functionality.
- Comprehensive Traceability: Track every transaction, modification, and user action from start to finish.
- Fraud Detection: Identify and prevent unauthorized changes with real-time audit logs.
- Regulatory Compliance: Maintain industry-specific compliance with detailed, traceable audit records.
- User Activity Monitoring: Monitor who made changes, what changes were made, and when, to ensure accountability and transparency.
-
Seamless Bank Statement Reconciliation
Streamline the reconciliation process with WrkPlan’s intuitive bank reconciliation tools.
- Automated Reconciliation: Sync and reconcile your bank and credit card transactions automatically, reducing errors and saving time.
- Cash Flow Management: Monitor and manage cash flow with real-time data, ensuring financial stability.
- Canceled Check Management: Keep accurate records of canceled checks, ensuring compliance and reducing financial risk.
- Secure Cloud Storage: Protect your financial data with AWS-powered secure cloud storage.
Additional Features
Multi-Branch Accounting – One System. All Branches. Total Control.
Unify your accounting across locations. Get branch-specific reports, manage inter-branch transactions, and...
Budgeting & Forecasting – Plan Ahead. Stay Ahead.
Build accurate budgets, forecast with precision, and track performance against targets. Turn...
Accounts Payable and Receivable
Optimize your accounts payable and receivable workflows with WrkPlan. You can easily... Bank Reconciliation – Match. Verify. Move On.
WrkPlan automates bank reconciliation—matching transactions so you don’t have to. Speed up... Invoicing – Faster Billing. Faster Payments.
Convert sales orders into GST-compliant invoices in seconds. Reduce delays, eliminate manual... Order Management – Sales & Purchase Orders—Simplified.
Manage the entire order lifecycle from one place. Automate approvals, reduce errors,... Documents – Centralized. Organized. Always Accessible.
Keep your documents in one place. Attach them to transactions, projects, or... Project Management – Stay on Track. Deliver on Time.
Manage projects effortlessly with clear timelines, task tracking, and real-time updates. Optimize... Purchase Vouchers – From Orders to Bills—In a Click.
Convert purchase orders into vouchers instantly. Automate billing workflows and keep vendor...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 -
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.
Divya Teja
Project Manager
The product quality is consistently outstanding, exceeding my expectations every time I ask for development,I am completely impressed with the service and Response. The Best App .
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!
Effortless Financial Management
Unlock seamless accounting and project tracking with WrkPlan ERP.
Sign up now and organize your financial operations from day one.
Sign Up Now !