Pandle

Core Functionalities

• Sales Management
  Tracks sales income through invoices, customer payments, and revenue reporting within accounting workflows.
• Tax Management
  Handles tax calculations like VAT with automated reporting and compliance features for businesses.
• Transaction Management
  Records and categorizes all financial transactions including expenses, income, and transfers.
• Time & Expenses Management
  Captures business expenses and mileage costs, helping businesses manage reimbursements and profitability.
• Accounts Payable
  Manages supplier bills, payment schedules, and outstanding liabilities within accounting records.
• Accounts Receivable
  Tracks customer invoices, payment collections, and outstanding receivables efficiently.
• General Ledger
  Core accounting ledger storing all financial entries categorized by accounts for reporting accuracy.
• Quotation & Estimates
  Generates price estimates or quotes that can later convert into invoices for customers.
• Statutory Compliances
  Helps maintain compliance with financial regulations and tax submission requirements like VAT.
• Alerts & Notifications
  Sends reminders for overdue invoices, payments, and important financial activities automatically.
• Bank Reconciliation
  Matches bank transactions with accounting records to ensure financial accuracy and completeness.
• Collection Management
  Tracks outstanding invoices and supports reminders to improve receivables collection efficiency.
• Receipt Management
  Uploads and stores digital receipts linked to expenses for easy documentation and auditing.
• Document Management
  Stores invoices, receipts, and financial documents digitally for easy retrieval and organization.
• Credit / Debit Note
  Generates adjustment documents to correct invoice errors or manage returns and refunds.
• Multi Currency Support
  Handles transactions in multiple currencies with automatic exchange rate conversions.
• Bookkeeping Capabilities
  Provides full bookkeeping tools including ledgers, journals, reconciliation, and reporting.
• Bank Settlement
  Records and reconciles settlements between payment platforms and bank accounts accurately.
• Trial Balance Preparation
  Generates trial balance reports to verify ledger accuracy before financial statements.
• Return Filings
  Supports tax return submissions such as VAT filings directly to authorities.
• 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.
• Fund Accounting
  It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
• 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
• Gst Report Preparations
  Involves the process of compiling data on Goods and Services Tax (GST) transactions from various financial records within an
• 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
• Batch Management
  It enables users to handle multiple transactions collectively, streamlining processes such as invoicing, payments, and updates.
• 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
  Enables online payment collection via integrations and tracks payment status against invoices.
• Payment Tracking
  Monitors payment status against invoices, including partial, pending, or completed transactions.
• Invoice Processing
  Creates, sends, and records invoices with automated tax calculations and payment tracking.
• Automatic Payment Reminders
  Sends automated reminders to customers for overdue invoices to improve collections.
• 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

• Point of Sale (POS)
  Integrates sales transactions with financial records, facilitating real-time inventory management and streamlined reporting.
• Retail Management
  Consists of features for tracking inventory levels, sales transactions, & customer data along with generating reports for

Project and Workflow Management

• Transaction Management
  Records and categorizes all financial transactions including expenses, income, and transfers.
• Time & Expenses Management
  Captures business expenses and mileage costs, helping businesses manage reimbursements and profitability.
• Project Accounting
  Tracks income and expenses associated with specific projects to measure profitability.
• 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.
• Workflow Management
  Streamlines tasks automate processes and enhances team collaboration for efficient operations.

Inventory and Supply Chain Management

• Product Management
  Maintains product or service records with pricing details for invoicing and financial tracking purposes.
• Stock Management
  Basic tracking of inventory quantities linked to sales invoices and purchase transactions.
• Inventory Management
  Maintains stock levels linked with purchases and sales for basic inventory visibility.
• Item Master
  Maintains centralized records of products and services used in accounting transactions.
• Vendor & Supplier Management
  Stores supplier data, purchase history, and payment details for accounts payable management.
• Inventory Reconciliation
  Matches recorded stock with actual quantities to maintain accurate inventory records.
• Barcode Scanning
  It streamlines inventory management by automatically tracking & recording product information.
• Delivery Management
  It consists of tracking and managing the delivery of goods or services to customers, including scheduling, logistics, & more.
• Distribution Management
  Involves tracking & managing the flow of goods from suppliers to customers, including inventory control.
• Store Management
  Helps track inventory, manage stock levels, and streamline purchase and sales processes.
• 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
  Tracks sales income through invoices, customer payments, and revenue reporting within accounting workflows.
• Customer Management
  Stores customer profiles, transaction history, invoicing data, and payment activity in one place.
• Order Management
  Manages sales orders through invoicing workflows, including tracking order payments and status.
• Quotation & Estimates
  Generates price estimates or quotes that can later convert into invoices for customers.
• CRM Capabilities
  CRM capabilities are integrated to streamline & optimize the business processes associated with customer management.
• Loyalty Program
  Tracks and manages rewards or incentives given to customers for their continued business.

Financial Management

• Budgeting & Forecasting
  Provides financial forecasting tools to estimate future income, expenses, and cash flow trends.
• Revenue Management
  Tracks income streams, categorizes revenue, and provides reports for financial performance analysis.
• Cash Flow Management
  Provides visibility into cash inflows and outflows with forecasting tools for financial planning.
• Net Worth Management
  Shows financial position by calculating assets minus liabilities within reports.
• Cash and Bank Management
  Manages bank accounts, cash balances, transfers, and reconciliation processes.
• Financial Planning & Analysis
  Provides analytical tools and reports to support budgeting, forecasting, and decisions.
• 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.

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
  Generates financial reports like balance sheet, P&L, and transaction summaries for decision-making.
• Profit & Loss
  Generates profit and loss statements showing business income versus expenses over time.
• Audit Management
  Maintains audit trails and financial records to support internal or external auditing processes.
• Gross Profit
  Calculates gross profit based on revenue minus cost of goods sold for performance analysis.
• Ratio Analysis
  Provides financial ratios to evaluate business performance, liquidity, and profitability.
• Net Profit Management
  Tracks net earnings after expenses and taxes to assess overall business success.
• Financial Statement Generation & Analysis
  Produces detailed financial statements with insights for business evaluation and reporting.
• Profit Centers
  Defined as a segment within a business that is responsible for generating profits.

Administrative Features

• Admin Controls
  Provides administrative settings to manage company configuration and system preferences securely.
• Backup & Restore
  Cloud-based storage ensures automatic backups and recovery of financial data when needed.
• User Access Management
  Controls user roles and permissions to restrict access based on responsibilities.
• Ledger Scrutiny
  Allows review and verification of ledger entries to identify discrepancies or errors.
• 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