CRM system for financial accounting

Financial accounting systems

Financial accounting systems are programs that allow you to conduct basic operations in the field of financial transactions and interactions. The use of CRM is practiced, in this case, the unification of interactions with clients and financial operations is practiced.

Modern programs help not only to account for transactions, but also to control and analyze them. Also, thanks to such platforms, you can simplify work with sales, accounts and reporting.

Crm system for financial accounting

The CRM system for financial accounting from the USU company has a full range of capabilities for managing the company's financial processes and more. Through the software, you can build effective customer management. In USU, you can save and manage customer data: contacts, interaction history, cooperation status, and other features. You can also reflect information on the client's financial preferences and purchase history. The platform's functions allow for customer segmentation for a personalized approach.

Financial accounting system

The financial accounting system from USU will allow you to work with various types of analytics on standard and deep processes. We can offer you 3 levels of analytical capabilities. The program can automate your calculations, for example, registering payment of bills, creating financial reports. You will also be able to monitor cash flows for transactions of receipt, expenditure, debt. In general, you can control the entire financial efficiency of the business.

Reporting in the financial accounting system

The platform can be used to issue invoices and process different types of payments. You can generate invoices for clients and, with certain settings, automatically send them to clients. The software from USU integrates perfectly with payment terminals for recording incoming payments. Thanks to this, the data is updated automatically and you can verify the payment from clients right at the checkout. Reporting plays a big role in the financial accounting system. The software from USU offers work with a wide variety of reports, for example, on profitability, costs, employee productivity, and so on.

Accounting system for financial and economic activities

The financial and economic activity accounting system from USU will allow you to automate business processes as much as possible. In USU, you can work with different reminders, for example, the software can be configured to remind you of unpaid bills or other processes. Through the system, you can automate the mailing with financial proposals or reports. You can also organize the planning of meetings and tasks related to clients and finances for management.

Automated financial accounting systems

Automated financial accounting systems from USU will help you manage projects and transactions. Thus, in the software from USU, you can maintain project or transaction cards taking into account the financial status. You can also plan budgets for projects or events. Based on the results of the activity, you can implement the registration of costs and calculate profitability.

Analysis in the financial accounting system

The analysis in the financial accounting system from USU will be carried out according to a scenario convenient for you. If you need superficial indicators, they can be analyzed very easily. We offer to use diagrams, graphs, and other visual effects for clarity. You will be able to work with a variety of reports, for example, on income.

In this case, maximum detail can be provided: areas of activity are considered, product groups are defined, the most profitable positions. In expense reports, maximum detail can also be achieved: the most expensive areas, opportunities for cost reduction, elimination of unnecessary expenses, and so on.

The profitability report is the most important register, it shows trends of regression or development, with its help you can identify areas for correction and those that bring maximum profit. You can also conduct an analysis of the financial activity of clients to identify trends, monitor key performance indicators. We are ready to offer you more, we recommend watching a video that reveals even more details related to analytics. A demo version of the platform is also available for you.