JCRM Technologies
Accounting Software — Feature Specification
A robust accounting & finance platform for small-to-medium businesses — ledgers, invoicing, payables, receivables, bank reconciliation, payroll, tax compliance and advanced financial reports across web & mobile.
Core Strength
Accurate double-entry ledger, automated workflows and customizable financial reports for modern accounting needs.
Deployment
Cloud-hosted with secure backups; multi-branch, multi-currency support and role-based access controls.
Features
Comprehensive Accounting Modules
Complete accounting suite for bookkeeping, billing, payroll and compliance — built to scale from solo accountants to multi-company setups.
1. Chart of Accounts & General Ledger
- • Flexible multi-level Chart of Accounts with mapping and tagging
- • Full double-entry General Ledger with journal entry support
- • Auto-posting rules, opening balances & period close
- • Audit trail & reconciliation-friendly ledgers
2. Accounts Payable
- • Vendor onboarding, bills & purchase order matching
- • Approvals, payment scheduling and batch payments
- • Credit notes, TDS/withholding handling and supplier aging reports
3. Accounts Receivable & Invoicing
- • Create professional invoices, recurring invoices & credit memos
- • Customer statements, aging, and automated reminders
- • Multiple payment links, receipts and partial payments support
4. Bank & Cash Management
- • Import bank statements, auto-match and bank reconciliation
- • Petty cash handling and multi-account management
- • Real-time cash position and bank transfer support
5. Payroll & HR
- • Employee records, payroll cycles, salary components & deductions
- • Tax calculations, statutory reports and payslips
- • Leave & attendance integration for payroll runs
6. Tax Management & Compliance
- • GST/VAT, sales tax and multi-jurisdiction support
- • Automated tax calculation, returns generation & e-filing exports
- • Tax ledger, audit reports and compliance reminders
7. Inventory Accounting
- • Stock valuation (FIFO/LIFO/Avg), batch & serial tracking
- • Purchase, sales and stock-adjustment journal integration
- • Inventory reports and cost-of-goods-sold (COGS) analytics
8. Financial Reporting & Analytics
- • Standard reports: Balance Sheet, P&L, Cash Flow
- • Custom report builder, comparative periods & departmental reporting
- • Dashboards for KPIs: AR/AP aging, margins, liquidity & budgets
9. Multi-Company & Multi-Currency
- • Consolidation across companies and currency conversion
- • Intercompany invoicing, eliminations and transfer pricing support
- • Exchange gains/losses and FX revaluation
10. Integrations & Automation
- • Connect to banks, payment gateways, e-commerce & POS systems
- • API-first platform, webhooks and Zapier-like integrations
- • Automated recurring entries, scheduled reports & smart rules
11. Security & Audit
- • Role-based access, permission scoping and MFA support
- • Immutable audit logs, change history and exportable audit trails
- • Data encryption, backups and regulatory compliance readiness
12. Mobile & Web Access
- • Web dashboard for accountants and mobile apps for managers
- • Approvals, invoice upload and approvals via mobile
- • Push notifications for approvals, payments and reconciliation exceptions
Visuals
Gallery
Accounting Dashboard, Invoice Preview, Bank Reconciliation and Financial Reports.
Accounting Onboarding
Setup & Monthly Workflow
1) Chart of Accounts Setup
Define account structure, mapping, tax codes and department cost centers for accurate reporting.
2) Data Migration & Opening Balances
Import opening balances, previous period journals and supplier/customer master data with validation.
3) Daily Transactions & Bank Recs
Post invoices, bills and payments; import bank statements and perform reconciliation.
4) Month-End Close & Reports
Run closing checklist: accruals, depreciation, intercompany, finalize P&L and Balance Sheet.
Approval Workflows
Configurable multi-level approvals for payments, journal entries and vendor onboarding to ensure controls.
Third-party Integrations
Connect with payroll providers, Tally/ERP exports, banks, payment gateways and e-commerce platforms.