Financial Management

Manage financial processes like budgeting and forecasting, bank reconciliation and multi entity consolidation with ease. Gain visibility into financial performance, segment user roles, automatically generate financial reports, track payments, and easily forecast future financials.

Provide Role Based Access Control

Create Classes and Locations

Utilize Custom Fields

Perform Budgeting and Forecasting

Set up Automations

Reconcile Bank Accounts

Connect to Multiple Banks

Consolidate Entities

Implement Approval Workflows

Generate Financial Reports

Track Cash Flows

Monitor Performance with Key Performance Indicators

Integrate with Third-Party Applications

Automate Document Processing

Enable Auditing and Compliance

Deskera ERP's Financial Management helps you tackle the complexities of managing your finances. With Role Based Access Control, you can set up who can access what information and features. You can classify your data with Classes and Locations and Custom Fields. With Budgeting & Forecasting, Deskera enables you to set your targets and plan for the future.
Automations make it easier to record, monitor and analyze data, while Bank Reconciliation automates your bank reconciliation process. Multi-Entity Consolidation allows you to view, analyze and report on multiple entities in one dashboard. Approval Workflows help you keep track of financial approvals and Financial Reports enable you to quickly generate financial statements. With Deskera, you can take control of your finances.

Role Based Access Control

Budgeting & Forecasting

Financial Reports

Bank Reconciliation / Bank Connect

Automations

Secure Access

Set user-level permissions to restrict access to sensitive data.

Detailed Profiles

Create custom profiles and assign access based on departments and roles.

Customizable

Easily customize user profiles and access levels.

Key Features of Financial Management
with Deskera ERP.

Budgeting & Forecasting

Role Based Access Control

Multi-Entity Consolidation

Approval Workflows

Financial Reporting

Revenue Recognition

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Frequently asked questions

Deskera Financial Management

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Financial Management

Manage financial processes like budgeting and forecasting, bank reconciliation and multi entity consolidation with ease. Gain visibility into financial performance, segment user roles, automatically generate financial reports, track payments, and easily forecast future financials.

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