FINANCIAL MANAGEMENT

Empower your sales

PeppyBooks is designed with a user-friendly interface that makes financial management accessible to all users. The intuitive dashboard provides a clear overview of your financial data, and easy navigation ensures that you can quickly find and manage the information you need.

Accounts receivable and payable

Efficient financial transactions

With PeppyBooks, keeping track of your financial obligations and customer debts has never been easier. Our integrated accounts receivable and payable feature provides a clear overview of what you owe to your suppliers and what your customers owe you. This real-time visibility into your finances helps you manage cash flow more effectively, ensuring that you can meet your financial commitments on time and follow up on outstanding payments promptly.

Simplified financial operations

Our platform automates the tracking of invoices and payments, reducing manual work and minimising the risk of errors. By having all your receivables and payables managed in one place, you can quickly assess your financial position at any given time, making it easier to plan and make informed business decisions.

Custom chart of accounts & double-entry accounting

Tailored financial tracking

At the heart of PeppyBooks is our customizable chart of accounts, designed to fit the unique structure and needs of your business. Whether you're a small startup or a large enterprise, our platform allows you to tailor your financial tracking system to match your specific requirements. This customization ensures that your accounting records reflect the true nature of your business operations.

Accuracy and compliance

Double-entry accounting, a cornerstone of financial accounting, is fully integrated into PeppyBooks. This method records every transaction twice, once as a debit and once as a credit, to ensure that your books are always balanced. This rigorous approach not only enhances the accuracy of your financial records but also ensures compliance with accounting standards and regulations. With PeppyBooks, you can have peace of mind knowing that your financial data is accurate and up-to-date.

Smart bank reconciliation

Effortless matching

Bank reconciliation can be a time-consuming and error-prone process. PeppyBooks simplifies this task with our smart bank reconciliation feature. Our system automatically matches bank transactions with entries in your accounting records, highlighting discrepancies and ensuring that every transaction is accounted for. This automation saves you time and reduces the potential for errors, allowing you to focus on other aspects of your business.

Real-time insights

With PeppyBooks, you gain real-time insights into your financial status. Our smart bank reconciliation feature keeps you informed about your cash flow, pending transactions, and any unusual activity, enabling you to make timely financial decisions.

Multi-currency accounting with auto FOREX gain or loss adjustment

Global business support

As businesses expand globally, dealing with multiple currencies can become a complex challenge. PeppyBooks offers robust multi-currency support, allowing you to conduct transactions in various currencies without the hassle. Our system tracks each transaction in both the original currency and your base currency, providing a clear view of your international financial activities.

Automatic adjustments

Currency values fluctuate, leading to potential gains or losses in foreign exchange transactions. PeppyBooks automatically adjusts for FOREX gains or losses, recalculating the value of foreign currency transactions based on current exchange rates. This feature ensures that your financial statements accurately reflect the value of international transactions, simplifying the complexities of global business operations.

Looking to simplify finances and boost efficiency?

Try PeppyBooks