OPTIMIZE YOUR FINANCE FUNCTION AND IMPROVE CONTROLS
Advanced accounting functionality with real time financial visibility across the business
CLIENTS AND SUPPLIERS
UnityBMS provides features to track all financial transactions whether with clients or suppliers. Manage multiple companies, business units and sales verticals on a single platform.
- Create Estimates and Sales Invoices
- Multiple Companies and Currencies
- Accounts Receivable and Payable Reports
- Purchase Orders and Purchase Invoices
- Process Credit and Debit Notes
- Attach Documents Anywhere
Asset Management
UnityBMS provides features to track the details of individual maintenance/calibration of various assets. Fixed asset management and tracking with depreciation, asset allocation and movement tracking, Asset Maintenance and Scrapping
- Multi currency
- Currency Conversion
Multi Currency
Multi-currency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.
- Multi currency
- Currency Conversion
- Auto conversion
- Record of all conversions
Banking
The Banking module in unityBMS helps you optimize and automate your business’s financial processes. Majority of the transactions in business happen through banking, and it can be quite a hassle to manually enter them in unityBMS.
- Multiple bank and currencies
- Bank statement
- Auto reconciliation from statement
- Reconciliation
- Statement Import
Budgeting & Project tracking
Budgeting is a financial plan that helps control Company expenses. In unityBMS, you can set and manage budgets against a Cost Center or a Project. This is useful in controlling your expenses. Project Overview comes with summary of all the financial transaction thus helping users to have a control over the project budget.
- Project Budget
- Monthly Distribution
- Attach Expenses
- Cost Center
- Cash Flow Forcast
- Control Actions (Alerts)
- Attach Expenses
- Attach Payments
- Cost Center
Vat & Reporting
Turn data into information with unityBMS. View dashboards, reports and charts covering all your receivables, payables, inventory and more. Use your report data to make inferences and create robust, up-to-date business plans. To help business owners manage their finance and stay VAT compliant, we’ve made unityBMS VAT-ready. With unityBMS you can complete business transactions, manage your customers and vendors, issue VAT compliant documents, generate reports, and file your tax returns in a few clicks.
- Create Estimates and Sales Invoices
- Multiple Companies and Currencies
- Accounts Receivable and Payable Reports
- Purchase Orders and Purchase Invoices
- Process Credit and Debit Notes
- Attach Documents Anywhere
Do all of this and more with your unityBMS financial module
UnityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
Reconciliation
unityBMS reconciles all your accounts in a few clicks, so you can easily keep your business tax-ready. Securely fetch transactions from your bank statement and reconcile your bank accounts in no time.
Multiple Payment
Most of the time you choose to cover the payments due on multiple bills to a particular vendor in one go. Most of your clients may do the same in order to save time and hassle. In unityBMS, you can record multiple payments in one go.
Currency Conversion
The Currency Exchange form in unityBMS stores exchange rates manually stored by the User. By default, unityBMS automatically fetches the current conversion rates for corresponding currencies as per the market.
FinanceCost Center
In unityBMS, you can create a custom tags at the expense level to track the cost center. Reporting tags feature using allow you to categorize transaction based on your financial reporting requirements .
Cash Flow Forecast
unityBMS has a built-in workflow mechanism, making it possible for users to keep track of the cash flow forecasting process. A cash flow forecast allow you to analyse the upcoming financial stability of the company.
Import Statement
View, Import or Re-import Bank Statement and Reconcile Transactions in unityBMS. You can import the bank statement for all the transactions you have made and reconcile them with your book of accounts.
Other Features
UnityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
Marketing
Sales
Powerful Features Built for Growth
unityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
Marketing
Sales
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