Finance · Module

What if your books updated with every sale?

Every sale and every purchase flows into the accounts by itself, so the books are current on any given day — not three weeks after the month closes.

What it changes

Finance in one paragraph.

Every sale and every purchase flows into the accounts by itself, so the books are current on any given day — not three weeks after the month closes.

Month-end arrives and the accountant is asking for receipts nobody can find.

  • Revenue

    Rs 248,750

    +12.5%

  • Profit Margin

    32.4%

    +6.8%

  • Receivables

    Rs 41,200

Illustrative figures.

Features

What you get with Finance.

  • Books that update themselves

    A sale at the counter and a purchase from a supplier post straight into the accounts. No re-typing, no end-of-month catch-up.

  • Receivables and payables

    See who owes you, who you owe and what falls due this week, without opening a spreadsheet.

  • Cash flow visibility

    Money in, money out and what is actually left — tracked continuously rather than reconstructed later.

  • A faster month-end close

    Transactions are already recorded and matched, so closing the month becomes a review instead of a rebuild.

  • Numbers worth checking weekly

    Revenue, margin and cash surface on one screen so owners can check the few figures that matter every week.

  • Built for your accountant

    Clean, traceable records with the supporting documents attached to each entry.

How it runs

The everyday workflow.

  • 1

    Transaction happens

    A sale, purchase or payment is recorded anywhere in VERTIK.

  • 2

    Posted automatically

    The entry lands in the right account with its document attached.

  • 3

    Reconciled

    Payments match against invoices and bills as they clear.

  • 4

    Reported

    Revenue, profit and cash flow update for everyone who needs them.

Why it matters

What changes for the business.

  • Month-end close stops being a scramble
  • Fewer lost receipts and missing entries
  • Owners see real numbers, not estimates
  • Your accountant works from one clean ledger

Product preview

Finance inside the workspace.

The same workspace your whole team uses — this is a visual preview, with illustrative figures.

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Good morning, Admin

Here is what is happening across your business today.

  • Total Revenue

    Rs 248,750

    +12.5% vs last month

  • Total Orders

    1,429

    +8.2% vs last month

  • Total Customers

    8,642

    +14.1% vs last month

  • Profit Margin

    32.4%

    +6.8% vs last month

Revenue Overview

Last 30 days

Sales by Module

  • Finance26%
  • CRM22%
  • Inventory18%
  • POS12%
  • Distribution12%
  • Other10%

Activity

Live
  • Day closed at Main Counter

    Sales and payments reconciled, no till difference

    2 min ago
  • Stock count corrected

    14 lines adjusted after the evening count

    18 min ago
  • Purchase posted to accounts

    Supplier invoice matched automatically

    41 min ago
  • Rep order received

    Order taken on the road, visible at the office

    1 hr ago
  • Budget alert

    Utilities running 12% ahead of plan

    2 hr ago