FinLift Trading

"Transform your trading endeavors with Finlift Trading – where sophistication harmonizes with simplicity for unparalleled success."

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FinLift Trading

"Experience the ultimate SaaS ERP solution tailored for commerce enterprises. Unify and streamline your operations seamlessly through a singular platform, empowering you to make real-time, informed decisions effortlessly. Attain financial precision with user-friendly tools designed for invoicing and expense tracking. Optimize resource allocation to maximize productivity and elevate your commerce business to new heights."

User Friendly

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?

Package

Starter

Rs. 3,500 .00

/ month
  • Monthly/ Annual Payment Plan
  • Focused in Inventory Management and Reporting
  • Starts with Single User, additional user costs Rs.350 / month
  • Purchase, Sales, Inventory, Accounting, Dashboard & Reporting

Enterprise

Rs. 5,500 .00

/ month
  • Monthly/ Annual Payment Plan
  • Focused in Inventory Management and Reporting
  • Starts with Single User, additional user costs Rs.400 / month
  • Discuss, Purchase, Sales, Inventory, Accounting, Dashboard ,Reporting, CRM, Project Management, Time-sheet and Document Management

Starter Package

Purchase 

  • Vendor Management
  • Purchase Order Management
  • Track PO Status, Delivery Status,Invoicing Status
  • Purchase Analytics

Sales 

  • Customer Management
  • Sales Order Management
  • Track SO Status, Delivery Status,Invoicing Status
  • Sales Analytics

Inventory

  • Product Management 
  • Warehouse Management
  • Delivery IN
  • Delivery Out
  • Inventory Adjustment
  • Reporting & Analytics

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

ERP offers standard financial reports, such as :

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

IRD Reporting 

Finlift Trading ERP Provides 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 KPIs (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

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

Inventory

  • Landed Costs Calculation
  • Batch & Expiry Tracking
  • Multi Location Management

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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