Take your business to the next level
with Deskera All-in-One
Measure revenue against your business goals
Track invoices
Send invoices faster
Easily manage inventory
Plan future payroll and expenses
Track and manage employee hours and benefits
Track leads through your sales funnel
But don’t just take our word for it...
Accounting Software That Runs With Ease
Deskera Books
Deskera Books makes time tracking, expense tracking and invoicing a BREEZE. Automation for invoicing, billing, expenses, payments, reporting and so much more.
Get Paid Fast & Your Billings In Order
Create and send professional looking invoices from your phone or laptop in minutes. Use our invoice templates or design your own from scratch.
Our full-suite allows you to turn finalized quotes and estimates into invoices in one click. Get paid faster by using our Stripe, Veem or Paypal integrations.
Change To A Modern Experience With Ease
Just sign up for a new account with Deskera Books using your email or social authentication and half the work is done.
Get preconfigured accounting rules, invoice templates, tax codes, chart of accounts among other things. Jump in and start creating invoices and run your business.
Easily import your excel files or simply connect Deskera to your existing Xero or Quickbooks account for automatic import.
Beautiful, Professional Invoice Templates
Get ready to use professional and great looking templates for all transactions like invoice, quotations, orders, bills and payment receipts.
You can also imply build your own template in Word. Just upload and use your template to print or email PDFs to your contacts.
Easy Adjustment of Invoices & Bills
Easily adjust your invoices and bills when needed with credit and debit notes.
Create credit and debit notes when necessary for your customers and suppliers. Apply credit and debit notes against invoices and bills in one click to knock off outstanding amounts.All the accounting entries are made automatically so you can focus on your business.
Record Upfront Payments
Record advance payments and deposits for your suppliers and customers in currency of your choice. Our invoicing software offers the flexibility that you need to serve your clients and customers how you see fit. Whether it's capturing a percentage of the scope up front or the entire cost - we will allow you to do it.
Automatic Tax Calculations
Get accurate tax reports and know your tax liability at all times. Tax is applied automatically to invoices and other documents according to local tax rules.
You can configure your tax codes for any country, or use inbuilt tax compliances for the USA, Singapore, India, Malaysia, Philippines, and Indonesia (Australia, Canada, and Japan coming soon).
Unlimited Real Time Reports
Access all reports, including financial reports online.
View income statement, balance sheet, trial balance, cash flow statement, general ledger and tax reports on your phone or desktop.
Get detailed insight into your sales, purchase and inventory. Splice your reports using custom fields.
The Complete CRM Solution for Revenue & Sales Teams
Get full visibility into your pipeline, deals, sales performance and revenue opportunities. Our CRM arms teams and sales leads with the tools they need to always have your finger on the pulse of your contacts & pipeline.
Reach The Right Leads At The Right Time
It's impossible to forget who you need to follow up with and when you need to send them a quote with Deskera CRM. Activities will keep you on track and ensure that you're following up with your leads at the right time with the right information. Stay on top of your A-game consistently.
Manage & See Your Entire Pipeline With Ease
Our visual pipeline view gives you an easy way to see how your prospects and deals are moving through your pipeline. No more manually tracking in a spreadsheet. Update deals status with ease by dragging and dropping them into new stages within your pipeline.
Collaborate With Multiple Revenue Leaders & Reps
Collaborate on deals directly within the CRM. Communicate with colleagues, coach colleagues and support colleagues without using different tools. We make sales collaboration easy. Assign activities to colleagues with ease and make collaboration a key factor for driving sales and revenue wins.
Accelerate Productivity & Establish Sales Excellence
View all your sales activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities.
Create, manage, and track activities for your team members on the Deskera web and mobile app. Follow up on your deals and contacts by creating linked activities.
Close Deals Faster with Sales Pipelines
Act on and close deals faster. Just set up activities and get reminded when it is time to reach out to a contact.
Move deals around different stages of your sales pipeline as they mature, and keep a close eye on the critical ones.
Build your custom pipeline to mirror your sales funnel and let your sales team go full throttle.
Smart Segmentation For Better Sales Communication
Each sales contact is different. The person who downloaded the free eBook needs a different approach from the person who signed up for a free trial or added a product to the cart.
Segmentation makes this possible.
Add contacts to the desired segments automatically. Run personalized campaigns for different segments, or just split a segment into two for some good old A/B testing.
Get Real-Time Insights with Dashboard
Making the correct business decision isn’t always easy. Stay up-to-date with real-time sales insights on the dashboard.
View open and won deals statistics, deal status by team members, activity reminders, and more at a glance on the dashboard. Track your deals and monitor team progress with an intuitive dashboard.
Manage Your Team Effectively
Organize your sales staff into teams to track their performance. Create different teams to get a clear picture of the deals and activities they are working on.
Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by the team so that they are only visible to your team.
Create Conversion Forms & Funnels With Ease
Build conversion forms and funnels to drive your visitors towards paid conversions, upsells, and cross-sells.
Select a high-conversion funnel template, or create one from scratch. Build as many funnels as you want.
Track the performance of each step in the funnel and optimize it based on actionable data.
Setting The New Standard In HR Software
Hire and onboard employees. Give them access to the self-service portal for leaves, attendance, and expenses. Process payroll faster with built-in tax calculations.
Complete control over different types of compensation
Select the payroll schedule and pay different groups of employees/contractors on different pay schedules, such as weekly, semi-monthly, monthly, and more
Process salary on the last day of the week, month, or choose a custom pay date for the schedule, allowing you the flexibility for handling all industry-specific pay frequencies.
Embrace direct deposits using our automated workflows
With the Deskera People Direct Deposit service, we can start the payment immediately after processing payroll. Just capture the employee’s bank account details, and you’re set.
With our flexible payment schedules, you can pay the employees strictly on your chosen day. Make the process painless and straightforward with an automated workflow of paying your employees.
Custom Pay Package with Custom Components
Create and assign custom pay components to an employee based on your requirements. Set up employee bonuses, voluntary deductions, and many such components.
Deskera People will identify those components assigned to the employee and automatically calculate the wages. It also takes specific conditions configured in each component, like pre and post-tax deductions.
We have added the most common payroll components used by small businesses, so you can be up and running soon after adding your employees.
Handle Bonus, Commissions & More With Off-Cycle Pay Runs
An Ad-Hoc Pay run will help you process the payments for a terminated employee, rectify or make adjustments to the pay run processed before, and additional payments such as bonuses and commissions.
All you have to do is add the specific employees to the Ad-Hoc pay run, select the payday with the work period, and that’s it.
Deskera People anticipates each company will have unique scenarios for using this functionality. That’s why it provides maximum flexibility.
Onboard Your Company in Minutes
We understand that switching providers or starting payroll can be time-consuming. So we built a seamless startup wizard to help you reach your end goal of running payroll faster.
With three simple steps, your basic setup is complete.
After this, you will find a slew of helpful hints peppered across the system to explore and finish your setup quickly with Deskera People.
Get Better Insights from your Payroll Reports
Obtain detailed insights into your payroll processes. Review employee information, payroll tax obligations, and much more with a medley of payroll reports.
Select the appropriate filters and customize reports to suit your needs. Export the generated reports in multiple file formats with ease.
Sustain your clean legal compliance history and generate reports for the tax officials.
Deskera People provides the withholding forms with the correct info for an employee or a contractor within a couple of clicks.
Our Hiring Features Will 10X Your Onboarding Experience
Robust Employee Management
Maintain detailed records for each employee, including personnel details, payroll, leaves and more, to smartly access and analyze it faster.
Visualize employees’ essential information at a glance with the employee grid. With sorting options embedded in each grid column, getting the information you want is easy.
Detailed information is available on-click of any employee. The information is split into three - personal details, components, and compliance to ensure clarity.
Make Customized Job Applications
Create and manage your company’s job openings in one place. Make job form questions using custom fields and test applicants based on your requirements.
Share the job on email, social media or other channels.
Once the applicant fills up the form, they are automatically added to the applicants’ database and assigned to the correct stage in the job pipeline. So, the whole hiring team is on the same page.
Design Hiring Workflow the Way You Want
Define your hiring workflow using the job pipelines to know the exact application status and quickly review your hiring team’s progress.
Create various stages in the hiring workflow such as “screening”, “interviewed”, etc. and move candidates in the workflow through simple drag and drop.
You can create multiple job pipelines for different interview processes assigned to different job roles.
Design Hiring Workflow the Way You Want
Define your hiring workflow using the job pipelines to know the exact application status and quickly review your hiring team’s progress.
Create various stages in the hiring workflow such as “screening”, “interviewed”, etc. and move candidates in the workflow through simple drag and drop.
You can create multiple job pipelines for different interview processes assigned to different job roles.
Create Custom Calendars and Work Week
You can quickly create your custom calendar with the holidays assigned based on the geographical region and the company’s requirements. It only requires a couple of clicks to add your holidays, and once you save, it will reflect on the Dashboard and the company calendar.
You can also set up your company’s default workweek in Deskera People to help make the leave application process smoother.
We Have Employee Features Your Team Will Enjoy Using
Robust Employee Management
Maintain detailed records for each employee, including personnel details, payroll, leaves and more, to smartly access and analyze it faster.
Visualize employees’ essential information at a glance with the employee grid. With sorting options embedded in each grid column, getting the information you want is easy.
Detailed information is available on-click of any employee. The information is split into three - personal details, components, and compliance to ensure clarity.
Easy to monitor and track leave & vacation
How many vacation days do I have left?” is a common question every time you apply for a leave. With Deskera People, you can sit back and see all the leave types assigned and their balances right in your Dashboard. You can put down your calculator.
Apart from the Dashboard, you can also view the accurate leave balances in the leave application screen, making it handy to discern your leave details.
Automation tailored to your leave and vacation policies
Our leave module will be able to take care of allocating accruals, carry-forwards, and all the other complicated calculations that your leave policy generates for employees at specific intervals.
You can set up your employees to automatically increase their accruals once they hit a certain number of months/years of service with your company.
Are you allowing carry-forwards at the start of a new anniversary/calendar year? Or maybe your users are receiving their entire balance again? Deskera People can accommodate multiple scenarios.
Employees can access a dashboard for their entire hiring experience
Employees can view their payslips, apply for time off, and file their claims and expenses online. The leave application process is pretty straightforward as the leave types assigned to employees are visible in the Dashboard, and based on the same, one can apply with a single click.
The status of employee requests will also be visible in the Dashboard. They can re-apply for leaves or follow up with the manager for rejected leaves.
Employees can snap photos and upload expenses with ease
Are you tired of manually inputting all your claims data?. Well, no more, with just one Snap of the receipt, the details such as vendor, date, and price are automatically coded and queued into the claims request.
Whether you are on your mobile or your computer, upload the image in your claim, and within seconds Deskera People can get the data from the receipts. You can also enter the expense details manually and save them with no image.
Oversee your employee expenses and trends with ease
Get up-to-date and relevant data regarding all your expenses and requests on one screen. The clean Dashboard depicts all the recently processed claims and requests. A graphical interface illustrates the weekly, monthly, quarterly, and yearly expense claim trends.
Get your insights into your expenses by viewing the breakdown of group claims and categories, indicating their net spend and behaviors.
Deskera People enables managers to assess everything assigned to them in the Dashboard. Employees can view the pending claims for review and the status of their claims.
Manage different levels of employee roles within the system
A straightforward approval flow with distinct roles will help make the request and claims easy and quick to process.
The employee and managers will have their dashboards, letting them understand what they can and can’t do instantly.
An employee will be able to submit a claim and view the status of all the submitted claims.
A manager assigned to the employee will have the employee’s function and permissions to view, accept and reject the claims assigned.
Robust Employee Management
Maintain detailed records for each employee, including personnel details, payroll, leaves and more, to smartly access and analyze it faster.
Visualize employees’ essential information at a glance with the employee grid. With sorting options embedded in each grid column, getting the information you want is easy.
Detailed information is available on-click of any employee. The information is split into three - personal details, components, and compliance to ensure clarity.
Frequently Asked Questions
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