Chart of accounts
Maintain a structured COA with dimensions, cost centers, and locked periods for clean closes.
Features
Finance
Accounting, invoicing, payments, and financial reporting.
Finance Overview
Search…Live
Total Revenue
₹24.78L
+12.4%
Gross Profit
₹9.45L
+8.1%
Operating Margin
18.7%
+1.2%
Cash Balance
₹7.12L
+4.6%
Revenue Trend
Revenue by Category
- Finance42%
- CRM26%
- Inventory17%
- HR15%
Top Performing Segments
- CRM₹8.2L
- Inventory₹5.6L
- Finance₹4.1L
- HR₹3.1L
Cash Flow Summary
Finance
Mobile workspace
Revenue
₹2.4M
Expenses
₹1.1M
Cash
₹8.2L
Trend
Recent
- INV-1047₹42K
- INV-1041₹18K
- INV-1039₹96K
Product screens
Finance — laptop & mobile workspace
Desktop shows a live finance ERP workspace; the phone shows the finance mobile view.
Laptop · financePhone · finance
Finance Overview
Search…Live
Total Revenue
₹24.78L
+12.4%
Gross Profit
₹9.45L
+8.1%
Operating Margin
18.7%
+1.2%
Cash Balance
₹7.12L
+4.6%
Revenue Trend
Revenue by Category
- Finance42%
- CRM26%
- Inventory17%
- HR15%
Top Performing Segments
- CRM₹8.2L
- Inventory₹5.6L
- Finance₹4.1L
- HR₹3.1L
Cash Flow Summary
finance
Analytics Overview
Search…Live
Revenue MTD
↑ 18%
+12.4%
Churn risk
Low
+8.1%
Reports
42
+1.2%
Exports
6
+4.6%
KPI Trend
Segments
- Finance30%
- Sales28%
- Ops24%
- HR18%
Board Pack
- Finance+12%
- Sales+8%
- Ops+5%
- Support+3%
Scheduled Jobs
analytics
Sales Overview
Search…Live
Pipeline
₹18.6L
+12.4%
Won MTD
₹6.2L
+8.1%
Open quotes
24
+1.2%
Conversion
28%
+4.6%
Bookings Trend
Pipeline by Stage
- Qualify34%
- Proposal28%
- Negotiation22%
- Closed16%
Top Deals
- Acme Corp₹2.1L
- Nova Retail₹1.4L
- BlueLine₹96K
- Orbit Ltd₹84K
Monthly Wins
sales
- 1
Configure workspace
- 2
Enable Finance
- 3
Import master data
- 4
Go live with team
Capabilities
Core workflows included with this product — ready for multi-tenant configuration.
Journal entries
Post controlled journals with maker-checker, attachments, and full reverse/repost history.
Invoicing
Issue GST-ready invoices linked to orders, with credit notes, e-invoice hooks, and aging views.
Payment entries
Record receipts and payouts against invoices with bank sync and reconciliation status.
Key benefits
- Audit trail
- Multi-currency ready
- GST compliance
FAQs
How quickly can we deploy Finance?
Most teams start with a guided trial workspace. Module rollout depends on data migration scope and user training.
Is this included in all plans?
Core capabilities are available on Growth and Enterprise. Contact sales for module bundles and industry packs.
Start your 15-day free trial
Bring your business operations together with Safeltra ERP. Full access for 15 days — no payment method required to start. When the trial ends, choose a plan or stop using the workspace.
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