FinLift Service

"Elevate your service business with Finlift Service – where efficiency meets simplicity.""

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FinLift Service

"Your all-in-one SaaS ERP solution for service companies. Streamline operations, manage activities effortlessly from a single platform, and make informed decisions in real-time. Achieve financial clarity with intuitive tools for invoicing and expense tracking. Optimize resource allocation for maximum productivity."

Simple

User-friendly and easy to use.

Ready to Use

 Instant Setup and quick deployment.

Cloud-Based

Work from anywhere, anytime remotely.

Where it can Be Used?

Packages

Starter

Rs. 1,999.00

/ month
  • Monthly/ Annual Payment Plan
  • Focused in Book-keeping and Reporting
  • Starts with One Accounting User and One Reporting User
  • Additional user costs Rs.250 / month
  • Accounting, Dashboard & Reporting
  • Up to 12,000 transactions / year

Advanced

Rs. 3,499 .00

/ month
  • Monthly/ Annual Payment Plan
  • Organization wide Management
  • Starts with One Accounting User and One Reporting User
  • Additional user costs Rs.300 / month
  • Discuss, Accounting,Dashboard, Reporting, CRM, Project Management, Time-sheet and Document Management
  • Up to 15,000 transactions / year

Enterprise

Rs. 4,999 .00

/ month
  • Annual Payment Plan
  • Organization wide Management
  • Starts with Single User
  • Additional user costs Rs.1500 / month
  • Comes with Mobile Application
  • Discuss, Accounting,Dashboard, Reporting, CRM, Project Management, Time-sheet and Document Management
  • Up to 15,000 transactions / year

Starter Package - Features

Accounting

It covers a wide range of accounting processes and facilitates efficient management of financial transactions for businesses of various sizes.

  • Chart of Accounts
  • Double-Entry Book-Keeping 
  • Customer Invoices
  • Vendor Bills
  • Vendor/Customer Payments
  • Bank Reconciliation
  • Multi-Currency
  • Assets Management

Financial Reports

Finlift Service offers standard financial reports, such as :

  • General Ledger
  • Partner Ledger
  • Profit and loss statements,
  • Balance sheets,
  • Executive Summary.

IRD Reporting 

Finlift Service includes features for generating reports that comply with tax regulations, including those specified by the Inland Revenue Department (IRD).

  • Purchase/ Purchase Return Register
  • Sales/ Sales Return Register
  • Annex-13 Report

Dashboards

Dashboards consists of KPI's (Key Performance Indicators), visual dashboards, and graphical representations, here's a general overview of what such a dashboard might include:

  • Visual Dashboards
  • Graphical Representations
  • Real-Time Data Updates
  • Drill-Down Capabilities

Enterprise Package- Features

All features from Starter Package


Discuss

It is designed to facilitate internal communication and collaboration among team members within an organization.

  • Real-Time Messaging
  • Channels and Groups
  • File Sharing
  • Integration with Other Modules

CRM

CRM (Customer Relationship Management) module is a comprehensive tool designed to help businesses manage their customer interactions effectively. Here are some key features of CRM Module:

  • Leads Management
  • Pipeline Management
  • Activities Management
  • Integration with Sales

Project Management

Project Management module is a robust tool designed to streamline project planning, execution, and collaboration. Here are some key features of Project Management module:

  • Task Management
  • Project Planning and Kanban Boards
  • Collaboration Tools
  • Dashboard and Reporting

Time-sheet

Time-sheet is a module within the ERP system designed to track and manage employee working hours and project-related time. Here are four key features of Time-sheet:

  • Time Tracking
  • Project Integration
  • Dashboard and Reporting

Document Management

Document Management is a comprehensive module within the ERP system designed to streamline the organization, storage, and retrieval of documents. Here are key features of Document Management Module:

  • Keep Attachment of Supporting Documents
  • Secure Storage for Important Documents


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