Financial Account Summary - Track Debits, Credits & Balances
Gain complete visibility into your courier accounting with our comprehensive financial dashboard.
Our logistics finance solution helps you maintain accurate records, spot trends, and simplify period-end closing processes. Customize date ranges via intuitive period selection controls to analyze financial performance across days, weeks, or months.
Master Your Logistics Finance Management
- Comprehensive financial dashboard tracking debit and credit amounts, along with detailed transaction history
- Detailed balance statement showing opening balance and closing balance calculations
- Flexible period selection for daily, weekly or monthly courier accounting reports
- Automated account reconciliation tools matching transactions with bank records
- Export-ready financial statements for logistics finance audits
- Role-based financial visibility with controlled access across multiple teams
Smart Petty Cash for Logistics Teams
Enhance financial control with our courier accounting feature designed for petty cash handling across hubs and branches. This financial dashboard module provides:
Automated Balance Statements showing opening balance (funds allocated) vs closing balance (remaining funds)
Real-time Debit/Credit Tracking of all minor expenses (electricity, internet, stationery)
Detailed Transaction History with purpose categorization for full transparency
Flexible Period Selection to analyze daily/weekly/monthly petty cash flows
Our logistics finance solution ensures seamless account reconciliation by :
Matching petty cash expenses with corporate fund releases
Generating audit-ready reports for all minor expenditures
Providing role-based access controls for hub managers
Billing
Service-Wise Billing
The system enables billing on a service-wise basis, where services with the same tax percentage are grouped together. This streamlines invoice generation and reduces manual effort.
Multiple Customer Billing
Generate bills for multiple customers simultaneously in a single process. This saves time, ensures accuracy, and improves overall billing efficiency.
GST-Based Billing
For customers with GST registrations in multiple states, the system supports state-wise GST billing. This ensures compliance and accurate tax reporting.
Bulk Invoice Download
Download multiple invoices in bulk with a single action. This feature saves significant time and reduces repetitive tasks for the finance team.
Send Mail
Invoices can be sent directly to customers via email in just one click. This eliminates manual mailing processes and ensures timely communication.
Payment Gateway Integration
The system supports gateways like PayU, Autopay, Stripe, ICICI, and Razorpay. Payments are auto-reconciled, receipts are generated instantly, and outstanding balances are adjusted automatically.
Cover Print
Generate professional cover prints directly from the system. This feature helps in preparing customer-ready invoices and improves document presentation.
