Realbooks

Additional features

1. Multi Location Management

Manage an unlimited number of branches within your company with a centralized view. This includes real-time data consolidation, user visibility controls to ensure data security for each location, and a dedicated branch accounting module for streamlined branch-level financial management.

2. Data Management

Simplify data import and export with RealBooks. Upload data in bulk using predefined formats, raw bank statement uploads, or your own customized Excel formats. Additionally, export data easily in Excel, PDF, CSV, or browser print formats for efficient handling of your financial information.

3. User Friendly Application

Enjoy a user-friendly interface designed for easy navigation and efficient financial management. Navigate through tasks with intuitive keyboard shortcuts and manage multiple tabs for a seamless experience. RealBooks also offers a mobile app for on-the-go access to your accounts, providing flexibility and convenience.

4. Management Reports

Empower your decision-making with RealBooks' insightful and comprehensive reports. Gain a clear understanding of your financial health with reports like segment analysis reports to target strategies effectively, columnar comparative reports for clear financial insights, and cash flow & cost center reports for efficient resource allocation.

5. Compliance Management

Maintain a secure and compliant operation with RealBooks' robust features. Manage multiple GSTINs with ease, automate alerts for upcoming tax deadlines, and file TDS returns effortlessly using Excel or API integration. You can also generate GST e-Way Bills and e-Invoices directly within the system, streamlining your compliance processes.

6. Document Management

Embrace a paperless workflow with RealBooks' document management features. Easily attach relevant files to transactions and masters, and upload bills to the cloud with a convenient drag-and-drop function. Access unlimited cloud storage to securely store all your documents and generate document upload reports for a clear overview of uploaded files.

7. Customer & Vendor Management

Manage your customer and vendor relationships effectively. Set credit limits for customers, tag bills for easy identification, and schedule automated email notifications for due bills. Analyze your outstanding payments with flexible Bill Ageing Analysis Reports and ensure timely payments by setting up automatic email notifications for due bills. Additionally, set credit limits and credit periods for sales transactions to manage cash flow effectively.

8. Banking

Optimize your banking processes with RealBooks. Enjoy features like auto-configured cheque printing, automated bank reconciliation via MT940 for seamless account reconciliation, and effortless bank integrations for easy payments directly from the platform.

9. Inventory Management (if applicable)

Effectively manage your inventory with RealBooks (if your business requires it). Gain insights into your stock levels with features like stock valuation & aging reports, order management for efficient purchase and sale order processing, and pricelist management to create, update, and maintain accurate product prices.

10. Operational Reports

Generate detailed operational reports for informed decision-making. Access comprehensive data summaries and analytics with reports like branch reconciliation reports for efficient multi-location management, register reports for a clear overview of transactions, and sales & purchase reports to track and analyze your sales and purchase activities.