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 Financial Management for your business
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.
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.
Deskera Financial Management
What is financial management?
Financial management is the planning, organizing, directing and controlling of financial resources to achieve an organization’s objectives.
What are the benefits of financial management?
Benefits of financial management include better decision-making, improved risk management, increased efficiency, and better cost control.
What are the components of financial management?
Components of financial management include budgeting, forecasting, cash flow management, and financial analysis.
What is the purpose of financial management?
The purpose of financial management is to maximize profits, manage risk, and achieve financial stability.
What tools are used for financial management?
Tools used for financial management include enterprise resource planning (ERP) software, financial management software, spreadsheets, and accounting software.
What is the difference between financial management and accounting?
Financial management is the broader term and is focused on managing financial resources while accounting is focused on recording and reporting financial transactions.
What is the role of financial management in an enterprise?
The role of financial management in an enterprise is to ensure the effective and efficient use of financial resources to achieve the organization's goals and objectives.
How can financial management be used to improve business performance?
Financial management can be used to improve business performance by providing accurate financial information, enabling better decision-making, and helping to manage risk.
What are the key principles of financial management?
Key principles of financial management include financial planning, budgeting, cash flow management, and financial analysis.
What are the key components of financial planning?
The key components of financial planning are setting objectives, assessing resources, making projections, and monitoring performance.
Use Cases
