In the era of digital office, with the promotion of information management, almost every company is using financial system software. Effective financial system software can help companies greatly optimize financial processes, save a lot of time, and greatly reduce the occurrence of human errors. In addition, good financial software has the advantages of intuitiveness and low barriers to use. Even if users have limited financial-related knowledge, they can also do financial analysis for their enterprises. Moreover, financial software provides a wider range of functions that are easier to integrate with financial information sources such as the Internet. In addition, users can also automate some complex accounting functions, such as salary statistics and tax reporting.
Check 5 useful financial software
QuickBooks Desktop Premier (accounting software)
Version: QuickBooks Pro with Enhanced Payroll 2014
QuickBooks Desktop Premier is an accounting software with a high usage rate in the United States. The 2014 version of QuickBooks Pro with Enhanced Payroll is particularly popular. This version of QuickBooks also adds some new features, such as e-mail function, income tracking function (used to show who has paid and who has not paid); improved some functions (such as bank feeds), support for tracking bad checks.
(1) The layout is intuitive and simple, and it is also equipped with a detailed tutorial. The tutorial covers creating invoices, recording transactions and many other accounting functions, ensuring that even people with a weak accounting background can use it proficiently;
(2) The centralized account organization system can save a lot of time, and even download online banking transactions to the software for centralized management;
(4) Automated financial process: This version can also create pay slips and print them immediately. In addition to calculating payroll taxes, tax documents can also be submitted automatically.
Jiandaoyun (application building platform, comprehensive financial system)
Jiandao Cloud is an application building software, web-side operation, no need to download. In China, Jiandaoyun's financial system template is very popular among small and medium enterprises. Jiandao Cloud provides a full-featured financial system template, and supports custom modifications.
(1) Able to effectively visualize financial management, efficiently manage contracts, receipts and payments, and process reimbursement processes.
(2) It also supports dashboard data analysis and output reports, enabling approval, management, analysis, and reports in one step.
(3) You can make DIY modifications by yourself, increase or decrease functions according to the needs of the company, and build application modules that can meet the needs of the company. And it is no code development, even if there is no relevant technical foundation, it can be done easily.
(4) Friendly and simple operation page, even accounting novices can easily get started. Excellent process function, reminder function and automation function also greatly simplifies the work process, saving labor cost and time cost.
(5) Since Jiandao Cloud’s pricing is based on comprehensive pricing based on functions and data volume, it is relatively flexible, so the price is very friendly. If the company is small, some advanced features are not needed, and they can even be used for free.
Tradogram (purchasing management software)
Tradogram is a "cloud"-based procurement management software that can help companies achieve higher efficiency and better control of the procurement process, thereby achieving partial optimization of the financial system.
(1) Help procurement professionals plan, communicate and control the direct and indirect procurement process.
(2) With purchase management tools, including multi-level management, user authority, supplier list, project catalog, inventory and report generator.
(3) Purchasing operation tools are also attached, such as purchase orders, delivery tracking, invoices, expenses, requests, contractors and instant messaging.
Sage (Financial Management Software)
Sage is a software with a very advanced concept. The additional functions after the updated version optimize the original limitations and enhance the sense of use. Mainly aimed at small business-based businesses, allowing users to organize their finances in a centralized way. (1) Create categories for various expenses of small businesses. Therefore, users can track cash flow.
(2) Additional features include the ability to display profits and losses at a glance. This allows you to understand the specific progress of the business over time.
(3) Invoices and evaluations can be created in a very simple way to make them look very professional.
(4) It is still a good budget tool, because it allows you to see the records of various budget categories, and the records are constantly updated.
(5) Other intuitive functions allow you to track and manage your debts. The software supports customization to meet user specific viewing needs.
Procurify (purchasing management software)
Procurify is a "cloud computing"-based procurement management software for medium-sized enterprises. It allows companies to more easily approve, track, report and analyze their expenditures, improve the visibility of the entire procurement process, and effectively save costs. Teams across purchasing, finance, and purchasing departments are more capable of creating a better consumer culture within the company.
Advantages: (1) Fast and simple setup process (2) User-friendly interface (3) Comprehensive workflow
Disadvantages: (1) Mainly for medium-sized and large enterprises, the price is high; (2) Does not support Chinese, requires English foundation
Price: minimum US$499/month.
The above five softwares are all highly used in 2019, and enterprises can try them on demand.
we suggest--
- If there are only deficiencies in certain financial processes, you can solve them in a targeted manner and use some function-specific software, such as some procurement management software. It should be noted that if the company is developing rapidly and the needs are changing, it is recommended to use professional software that supports customization and secondary development, or use application building software that supports changes at any time.
- If it is necessary to optimize the entire financial system, it is recommended to use comprehensive software or application building software that can provide a comprehensive financial system. The former is highly professional but has a high price and is suitable for large-scale enterprises with stable and mature development; the latter needs to be built by itself, but has higher flexibility and a very low price (even free of charge), suitable for limited budgets, rapid development, and high demand Changed enterprises, such as some small and medium enterprises or branch enterprises of large enterprises.