Specific Features For Professional Services

Easy-to-learn and Implement

Easy to use solution where Sales and finance are fully integrated. Simple operations make the process faster


Manage Approvals

Maintain an approval hierarchy for critical documents on the basis of value. Keep watch on every transaction and avoid any mistakes

Dashboards & MIS

Intuitive dashboards and reports for a bird's eye view of your company's performance. Generate analysis reports to increase your sales, optimise inventory and purchases, and control your expenses

Audit Feature

Be invited as Guest user from client using Alignbooks and check their data directly from Alignbooks without transferring any data and specify the remarks / comments which is easily reviewed by client

Maintain Investment Detail

Easily maintain the investment details with quantity in the books of accounts. Most of the companies who are not investment companies held the various securities like share/debenture/mutual fund etc as an investment

Expense Budget Control

Facility to record Budgeted and Forecast in respect of various expenses and keep track of the actual expenses incurred against such budgeted amount


Integrated with GSTN Server

Professionals Life Time Access Of AlignBooks
GST Dashboard
Intutive and Interactive GST Dashboard
Filing Status, Tax Liability recounciliation, Book reco, GSTR2A Reco - all on a single dash board

Professionals Life Time Access Of AlignBooks
Invoice
Generate Invoice in 3 Click
No tax code, tax rate, IGST- CGST worries, it will take care automatically


Professionals Life Time Access Of AlignBooks
eInvoice / E-WayBill
Easiest single tep to generate
No Json download / upload - Just click and both eInvoice and e-Way bill be generated and IRN No, e-Way Bill number will be updated in Bill
Professionals Life Time Access Of AlignBooks
Purchases
Simplify your purchases
Reverse Charges, Import input JV all will be automated

Professionals Life Time Access Of AlignBooks
GST Returns
Submit Gstr1 / GSTR3B on mouse click
System will automatically validate data and push all to GSTN server , No additional API cost, No Json hassle..
Professionals Life Time Access Of AlignBooks
GSTR 2A recounciliation
Click and Download GSTR2A
Monthwise, Partywise and Billwise reconciliation reports to checkmate all vendor mistakes

Modules


Sales/Billing

Purchases

Finance

Inventory

POS/Retail

JobWork

Production

HR/Payroll

Asset Mgt.

CRM

Features

Approvals
Maintain an approval hierarchy for critical documents on the basis of value. Keep watch on every transaction and avoid any mistakes.

User Access & Priveledges
User based rights and access management for different companies, modules, dashboards and data. Two-factor authentication through mobile OTP.

Multi Currency
Maintain a global presence with multi-currency support for international transactions with user defined or automatic conversion rates for every document. View currency gains/losses in real-time.
Multi Location
Operate multiple locations in a single company and view location wise or consolidated reports. Restrict users to visibility of a particular location data only.

DashBoards & MIS
Intuitive dashboards and reports for a bird's eye view of your company's performance. Generate analysis reports to increase your sales, optimise inventory and purchases, and control your expenses.
Email/SMS Notifications
Configure custom email or SMS alerts for every transaction. Automatically send invoice details to your customers through email/SMS once generated.