DigiGini Bookz

Core Functionalities

• Sales Management
  Creates, tracks, and manages customer sales files, dynamic orders, and incoming invoice revenue paths.
• Tax Management
  Computes correct internal CGST, SGST, and IGST breakdowns dynamically based on specified product types.
• Transaction Management
  Logs internal company transactions, vendor cash flows, and ledger records accurately.
• Time & Expenses Management
  Includes dedicated expense tracking tools to easily record daily operating costs and bills.
• Accounts Payable
  Tracks outstanding supplier creditor rows, bill balances, and recurring vendor settlement targets.
• Accounts Receivable
  Monitors client credit metrics, outstanding debt balances, and payment terms securely.
• General Ledger
  The fundamental database setup that maps standard charts of accounts and tracks entries.
• Quotation & Estimates
  Instantly creates professional quotes that convert to active GST invoices in just 30 seconds.
• Statutory Compliances
  Generates proper tax fields to ensure complete alignment with Indian direct tax and billing laws.
• Alerts & Notifications
  Sends automated low-stock warnings, invoice updates, and automated customer notifications.
• Collection Management
  Drives faster collection loops via automatic digital udhaar tracking tools.
• Receipt Management
  Archives and organizes uploaded expense receipt sheets linked directly to cash tracking rows.
• Document Management
  Stores digital copies of customer invoices, purchase logs, and tax receipt records securely.
• Batch Management
  Standardizes inventory lot tracing by monitoring batch-wise identifiers and precise product expiries.
• Credit / Debit Note
  Renders balance correction documentation to properly process customer sales returns or mistakes.
• Bookkeeping Capabilities
  Eradicates manual spreadsheet entries with straightforward invoicing setups and ledger lists.
• Trial Balance Preparation
  Instantly reconciles total credit and debit metrics to output clean business financial summary logs.
• Gst Report Preparations
  Compiles sales data into clean, formatted reports designed for straightforward Indian tax tracking.
• Return Filings
  Renders structured tax summaries to easily support the direct extraction of GSTR-1 and GSTR-3B filings.
• Payroll Management
  Streamlines the process of calculating employee salaries, tax deductions, and benefits.
• Asset Management
  Consists of tracking & managing a company's assets throughout their lifecycle.
• Bank Reconciliation
  It is a process of comparing the balances in the company's records with the balances shown on the bank statement.
• Bank Settlement
  Refers to the process of reconciling transactions between a company's bank account records & its accounting system.
• Fund Accounting
  It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
• Multi Currency Support
  Refers to the software's capability to handle transactions, reporting, and financial management in multiple currencies.
• Cost Centres
  A vital unit where costs are allocated for internal tracking & management purposes.
• Fixed Asset Register (FAR) Management
  A Fixed Asset Register tracks and manages a company's fixed assets, including their acquisition cost, depreciation, and current
• Tds Report Generations
  Includes the automated creation of reports detailing Tax Deducted at Source (TDS) from payments made to vendors or contractors.
• GST Input Reconciliations
  Involves matching the Input Tax Credit (ITC) claimed on purchases with the GST details provided by suppliers.
• Variant Analysis
  Includes comparing & evaluating different versions or scenarios of financial data to identify variations, discrepancies, or
• Branch Management
  It allows businesses to manage financial transactions, reports, and data specific to different branches or locations, ensuring
• Broker Management
  Involves tracking & managing broker transactions, commissions, & related financial activities to streamline brokerage
• Claims Management
  Includes tracking, processing, & settling claims efficiently, ensuring accurate record-keeping and financial reporting.

Billing & Invoicing

• Payment Processing
  Bridges digital sales seamlessly with integrated UPI payment links and printable checkout QR codes.
• Payment Tracking
  Tracks client payments, deposits, advances, and remaining balances via a digital ledger.
• Invoice Processing
  Creates professional, clean tax layouts with custom business logos, themes, and signatures.
• Automatic Payment Reminders
  Automates collection tracking via automatic WhatsApp and SMS nudges sent directly to buyers.
• Bill Of Materials (BOM)
  Refers to a detailed list of raw materials, components, and instructions required to manufacture a product.
• E-Way Bill Generation
  E-Way Bill Generation involves creating and managing electronic invoices required for the transportation of goods under GST

Retail and Point of Sale

• Retail Management
  Optimizes physical checkout workflows, fast billing templates, and store register records.
• Point of Sale (POS)
  Features a quick desktop/mobile POS billing checkout structure supporting 2-inch and 3-inch thermal printing.

Project and Workflow Management

• Transaction Management
  Logs internal company transactions, vendor cash flows, and ledger records accurately.
• Time & Expenses Management
  Includes dedicated expense tracking tools to easily record daily operating costs and bills.
• Workflow Management
  Coordinates simple shop workflows from quick item selections to final invoice generation.
• Project Accounting
  Project accounting tracks & manages financial information & activities specific to individuals or jobs.
• Facility Management
  Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
• Production Management
  It involves tracking & controlling the manufacturing process, including inventory levels, work orders, and production costs.

Inventory and Supply Chain Management

• Distribution Management
  Structures inventory and delivery workflows optimized specifically for FMCG and retail wholesale operations.
• Product Management
  Sets up product categories, wholesale/MRP pricing setups, custom product themes, and variants.
• Stock Management
  Displays real-time stock balances, pricing adjustments, automatic reorder flags, and simple item additions.
• Barcode Scanning
  Uses device cameras or plug-and-play desktop thermal hardware scanning to instantly identify item metrics.
• Inventory Management
  Monitors multi-business inventory tiers with batch-wise tracking, low-stock warnings, and expiry tracing.
• Store Management
  Unifies multi-business management to let owners control separate shop portals under one app framework.
• Item Master
  A master directory mapping inventory categories, HSN/SAC numbers, and pricing levels.
• Vendor & Supplier Management
  Manages supplier profiles, histories, purchase logs, and outstanding creditor terms in one spot.
• Inventory Reconciliation
  Evaluates actual physical inventory counts against internal system numbers to spot errors.
• Delivery Management
  It consists of tracking and managing the delivery of goods or services to customers, including scheduling, logistics, & more.
• Supply Chain Management
  Streamlines procurement, inventory, and logistics for efficient financial oversight.
• Warehouse Management
  Optimizes inventory, controls stock levels, and manages orders and shipments efficiently.

Sales and CRM

• Sales Management
  Creates, tracks, and manages customer sales files, dynamic orders, and incoming invoice revenue paths.
• Customer Management
  Tracks unified customer databases, transaction records, ongoing credit histories, and outstanding balance logs.
• Order Management
  Automatically paths new customer purchase orders down into finalized operational invoices and logs.
• Quotation & Estimates
  Instantly creates professional quotes that convert to active GST invoices in just 30 seconds.
• CRM Capabilities
  Tracks client directories and outstanding credits via built-in relationship monitoring tools.
• Loyalty Program
  Tracks and manages rewards or incentives given to customers for their continued business.

Financial Management

• Revenue Management
  Delivers immediate, live dashboard visibility breaking down running shop revenue limits and cash status.
• Cash Flow Management
  Provides visual insights on running cash registers and credit positions to help businesses grow.
• Cash and Bank Management
  Displays actual cash registers and credit tracking data on a centralized main control panel.
• Budgeting & Forecasting
  They are vital financial planning tools businesses use to estimate future revenue & cash flow.
• Fund Accounting
  It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
• Fund Planning
  Defined as a process of forecasting & managing the inflows and the outflows of cash.
• Net Worth Management
  Defined as a process of tracking and managing an individual or organization's total assets and liabilities.
• Financial Planning & Analysis
  It includes forecasting future financial performance based on historical data, and budgeting for expenses and revenue.

Integrations Supported

• Import / Export Management
  Refers to the ability to transfer financial data in and out of the system, enabling seamless integration with various apps.

Analytics and Reporting

• Financial Accounting and Reporting
  Compiles real-time, professional accounting summaries designed to give founders clear business details.
• Profit & Loss
  Renders automated P&L statement reports to track absolute financial outputs cleanly.
• Gross Profit
  Refers to the difference between revenue from sales and the cost of goods sold.
• Net Profit Management
  Measures baseline sales margins by subtracting direct item costs from gross incoming sales logs.
• Financial Statement Generation & Analysis
  Automatically compiles investor-ready balance sheets and business reports using real-time data inputs.
• Ratio Analysis
  It includes evaluating financial ratios derived from financial statements to assess a company's performance.
• Audit Management
  Refers to a process of preparing for & conducting audits by organizing & tracking audit-related activities.
• Profit Centers
  Defined as a segment within a business that is responsible for generating profits.

Administrative Features

• Admin Controls
  Central system node utilized to define core configurations, security setup items, and user constraints.
• Backup & Restore
  Employs an offline-first architecture that auto-syncs data back up to the cloud when internet returns.
• User Access Management
  Restricts software access parameters to ensure internal records are kept private from third parties.
• Ledger Scrutiny
  Delivers clear, interactive drill-down views across all account and balance lists.
• Facility Management
  Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
• Self Service Portal
  Allows users to access and manage their financial information independently, including viewing reports, submitting invoices, and