Risk comes from not knowing what you're doing
OBS ERP Financial Services is a set of modules, designed to give investment funds, finance, credit, insurance companies and institutions,the opportunity to manage the interaction with clients, customers, and partners. The unique toolset provides possibilities for automating processes, improving workflows, generating standard and ad-hoc reports for smart and timely decisions, monitoring targets and real-time performance, scheduling of loan agreements and repayment schedules. Most importantly, OBS ERP Financial Services adapts to your workflow and streamlines it, not the opposite.
Key features
- Linked to HR, Projects, Products, Services, and Warehouse to manage smoothly all financial operations by streamlined front-end processes
- Activity-based cost, Auto-calculation of different taxes
- PnL reports
- Transfers between accounts, cash flow report, General ledger for accounting purposes
- Fully customizable reports and dashboards visualized in pie, trend charts, gauge and tables for real-time KPIs monitoring
- Processing MT940 bank statements and automatically reflecting incomes in the system
Granted benefits
- Company VAT numbers validation
- Integrated with Google maps
- Integrated Real-time Currency convertor
- Integrated email client
- Corporate chat
- Accessible from any device
- Android app (iOS app coming soon)
- Intuitive interface
- Multi-language
- Two-factor authentication QR codes and/or SMS
- Fully customizable without coding