Financial Management Software

Powerful business finance software – simple enough for small users and comprehensive enough for complex multi-nationals – that can support your needs today and in the future.

How Greentree's Financial Management can work for you

Financial management software provides businesses with a full suite of accounting functions to track daily financial operations and generate quarterly and annual financial statements. In addition, it provides tools for reporting, analysis, budgeting, and planning.

Benefits of Greentree's Financial Management for your Business

  • Maximise the visibility you have over business performance
  • Easily handle complex entities across intricate management structures and multiple geographies
  • Inter-company, consolidation, international compliance, and multi-currency capabilities
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  • All parts of Greentree are integrated, ensuring real-time live visibility of all parts of your business
  • Manual data entry can be minimised through clever automation with eDocs and eReporting
  • Rest assured that access to your data is governed in accordance with your security needs

Financial Management Modules

It's vital to have the right tools to give you accurate, instant, reliable and error-free information to maximise the control you have over your business performance and results.

General Ledger

General Ledger

General Ledger enables you to review accurate and timely information to ensure your business can achieve its strategic goals.

  • Dynamic reporting structures
  • Flexible accounting structure
  • Budget management
  • Future & prior periods, soft or hard close period ends
  • Financial Reporting - published, emailed or shown on dashboard
  • Standard,recurring and reversing journals, inter-company journals

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With a growing trend towards users reviewing key information daily rather than monthly, Greentree's General Ledger forms the core of your financial management system. Also included with the General Ledger is F.R.E.E. - Greentree's add-in Financial Reporting Engine in Microsoft Office Excel. It provides direct connectivity with Excel, facilitating a powerful range of reporting and formatting tools.

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Accounts Payable

Accounts Payable

Control and monitor where your money is going and you can better control the growth of your business.

  • Tracking suppliers
  • VAT (including EU post Brexit requirements)
  • Easy payment selection
  • Faster data entry
  • Manage disputed transactions
  • Recurring invoices

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This managerial accounting and information resource helps you meet today's varied business challenges.

By using Accounts Payable you can easily track what is owed to your suppliers and what your forward cash commitments for outstanding invoices and purchase orders are.

Fixed Assets

Fixed Assets

Managing assets, minimising tax and planning for future capital investments or disposals is made easy with Greentree's Fixed Assets module.

  • Fully integrated with financial ledgers
  • Multiple depreciation methods
  • Forecasting facility
  • Asset groups and tracking
  • Pooled assets and sub codes
  • Insurance and maintenance information
  • Data update from Microsoft Excel

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By knowing exactly where each of your assets are located and the exact value, you can more effectively plan your capital purchases and disposals.

eReporting

eReporting

Automatic formatting, processing and delivery of business documents.

  • Save time, money and paper - all documents can be sent via email
  • Tailor to your customer or supplier needs
  • Automatic remittances
  • Company preferences for email, or print
  • Easily customise reporting
  • Email tracker option

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Save valuable time spent on repetitive yet essential administration tasks.Greentree's eReporting provides the flexibility and ease of use to automatically send reports and business documents including account receivable invoices and statements, accounts payable remittances, purchase orders and employee payslips. to staff, customers and suppliers via email, print or fax.

Foreign Currency

Foreign Currency

Manage multi-currency transactions, realised gains and losses, price lists, and consolidation translations with ease.

  • Foreign currency General Ledger accounts
  • Manage international bank accounts
  • Track assets in foreign values
  • International price lists in customer currency
  • Calculate overseas prices during order or invoice entry
  • Maintain exchange rates for reporting or processing

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With full multi-currency capabilities across all modules trading internationally is simple with Greentree's Foreign Currency facility. General Ledger accounts can be set up to allow multiple currencies and international bank accounts are supported. You can track assets, customer transactions and supplier transactions in a foreign value with complete confidence.
Cash Management

Cash Management

Cash Management helps you reconcile your cash position, enter bank transactions, analyse current liquidity and forecast future cash positions. 

  • Real time balances via our dashboard
  • Bank Account Management
  • Cash Analysis & Budgeting
  • Manual and Automatic Reconciliations
  • Reporting
  • Links to main UK banking software

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Good cash management is a vital component to the success of any business. It is critical that the Financial Controller is in a position to determine the company's actual liquidity at any point in time, and be able to forecast future cash flow based on good information and accurate data.

Greentree's Cash Management module offers you the tools to meet these requirements.

Accounts Receivable

Accounts Receivable

Cash is king for all businesses so it's critical your accounts receivable data is current, accurate and centralised.

  • Manage overdue accounts easily with credit control processes
  • Automated recurring invoices
  • Multiple delivery addresses
  • Sophisticated discount options
  • Detailed sales analysis
  • Direct Debit option
  • PCI compliance for credit cards

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In today's hectic business world, time is critical. Nowhere is this more important than in your company's Accounts Receivable department - the nerve centre of your accounting operations - where a good portion of the information that can make or break your business is stored. Easily manage your client payments, track funds you're owed to ensure your business can continue to grow.

Consolidations & Translations

Consolidations & Translations

Consolidate multiple entities with differing base currencies, charts of accounts and year ends quickly and accurately.

  • Multiple consolidation levels
  • Improve reporting accuracy
  • Eliminate conversion errors
  • Reduce the need for local accounting expertise
  • Flexible consolidation framework
  • Manage business profitability across foreign exchange

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Making sense of International Financial Reporting is a challenge. The pressure resulting from regulatory requirements such as the Sarbanes-Oxley Act and IFRS creates a large burden for many organisations.

These challenges can be relieved with the streamlined Greentree consolidations process providing a transparent and collaborative approach to producing accurate group reporting that is easily validated and shared across the business.

F.R.E.E.svg

Financial Reporting Engine in Excel (F.R.E.E)

Extend your use of Excel to format, plan, and manipulate the live data within Greentree to provide dynamic management information.

  • Live links to Greentree
  • Harness the reporting power of  'Trees'
  • Flexible budgeting tools
  • Not just reporting - updating too for all types of data

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Use this tool every day to format, plan, and manipulate information for a wide variety of business uses. Greentree's Financial Reporting Engine in Excel, or F.R.E.E., allows you to use these skills to easily create dynamic financial reports, that reflect the current state of your business.

eDocs

eDocs

Create, manage, share, and track business documents from the one easily searchable, secure location.

  • Slashes processing time
  • Faster coding than keying
  • More accurate coding
  • Paperless approval
  • Visibility of document when it arrives
  • Visible status updates
  • Document PDF effortlessly saved to file against the transaction

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It doesn't matter what business you're in; you'll receive dozens, if not thousands, of business transactions each month. Using eDocs saves you hours by streamlining what it takes to receive, route, code and approve this everyday avalanche of 'paperwork'. It lets you churn through a high volume of processing, in seconds, without a second thought.

You also have the option of deploying the latest data extraction technology, enabling eDocs to automatically extract details off a PDF and copy it into your system without the need to be keyed.

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ERP Software Modules

Greentree ERP Software is designed to make businesses more effective and more profitable. It's a completely integrated, unified solution. Simply turn on what you need knowing that the modules work cohesively because they're all on one complete business management platform which is fully HMRC compliant for UK Payroll.

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