General ledger
Real-time ledger balances with drill-down from trial balance to source documents.
Modules
Finance ERP
Close books faster with integrated accounting, billing, and compliance.
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 ERP — 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 ERP
- 3
Import master data
- 4
Go live with team
Capabilities
Core workflows included with this product — ready for multi-tenant configuration.
Accounts payable
Vendor bills, three-way match, and payment runs with approval gates.
Accounts receivable
Customer invoices, collections, and credit control from a single AR desk.
Bank reconciliation
Match statements to ledger entries and clear exceptions faster each period.
Key benefits
- Single chart of accounts
- Audit-ready journals
- GST-ready documents
FAQs
How quickly can we deploy Finance ERP?
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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