Real-Time, Cloud-Based
Financial Management Software
Financial Management Software

Cloud Financial Management

Comprehensive cloud-based accounting software that unifies General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP) and Billing.

Manage Financials in the Cloud

Whether your company is budgeting, planning, working to remain compliant with regulatory and tax requirements, or maintaining peace of mind, you need to know what every dollar is doing for your business. That requires a dependable, scalable accounting resource that is connected to every piece of your organization.

Now everyone is on the same page in real-time from the front office to the warehouse.


A Real-Time Dashboard for Accurate Business Management

An all in one cloud ERP solution that improves productivity by connecting employees across different departments with a central cloud-based system. The web based Accounting & Financals module ties together General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP) and Billing functions, and links to every other module in the unified CBOS ERP SaaS platform. Data flows seamlessly through the organization to ensure timely and accurate reporting and operations. Particularly for multi-entity organizations, the health of the business depends on the ability to segment, view, and analyze the details of your financial data for each entity within the parent company from a single secure login.


CBOS Financials Management Features

  • Auto-generate payments and check runs for due bills

  • Automated invoicing process alerts based on pre-set rules

  • Automatic real-time invoice updates engage payment discounts and late payment reminders to improve receivables

  • Business partners can be set as vendors and/or customers

  • Click-to-pay feature allows you to automatically apply payment term discounts and allows your customers to pay online, automatically updating the invoice as paid in your accounting ledger

  • Customized financial reports

  • Improved inventory and tracking via the connected Fixed Assets module

  • Online bill pay allows customers to pay through a secure portal using a credit card or ACH

  • Payroll data is automatically uploaded in the General Ledger after each payroll process is closed

  • Completely integrated into the CBOS cloud ERP system

This unified cloud financial platform also helps to streamline and secure invoicing and bill collection. It rolls up sales, inventory, payroll, and accounting data in one system, eliminating multiple entries and reducing costly errors. You can improve your audit capability by monitoring every field, knowing what changed, who changed the data, and when it was updated. And perhaps most importantly, you get a comprehensive snapshot of your financial state, keeping your business positioned to accommodate change and growth.



Give us a call at 800-310-3624 to discuss your specific business management needs or schedule a free product tour today.


Free Product Tour

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