Financial Dashboard
Monitor revenue, expenses, outstanding payments, receivables, payables, and business performance from a single dashboard.
Financial management shouldn’t require switching between spreadsheets, accounting tools, and disconnected reports.
Smato Books & Accounts brings your billing, procurement, expense tracking, vendor management, and financial reporting together in one system, helping you stay in control of your business finances every day.
Track every transaction, monitor cash flow, and gain a clear picture of your financial health without the complexity.
SMATO Books & Accounts is an intelligent, all-in-one accounting and financial management solution designed to help businesses simplify their day-to-day operations.
From sales and purchases to invoices, bills, and payments — everything is seamlessly managed within a unified system. With smart automation, real-time insights, and easy-to-use dashboards, SMATO ensures financial accuracy, transparency, and complete control over your business finances.
Monitor revenue, expenses, outstanding payments, receivables, payables, and business performance from a single dashboard.
Create, track, and manage customer orders from quotation to invoicing while maintaining complete visibility into order status.
Generate professional invoices quickly and keep customer billing organized with automated tracking and payment monitoring.
Manage procurement activities, vendor purchases, approvals, and purchase history with better control over spending.
See the Numbers That Matter Most
Business decisions become easier when financial information is available instantly.
The Smato Financial Dashboard provides a consolidated view of your financial activities, helping you monitor performance without waiting for manual reports.
Dashboard Highlights:
Stay informed and respond quickly to changes in your business finances.
Manage Customer Orders Without Losing Track
From order creation to invoice generation, every stage of the sales process remains connected.
Benefits:
Faster order processing
Better order visibility
Accurate invoice generation
Sales teams and finance teams stay aligned through a shared workflow.
Digitally manage employee information, job details, and organizational structure in one secure, accessible HR system.
Automatically sync employee payroll, expenses, and financial records with the accounting system for accurate bookkeeping.
Connect workforce activities with customer-facing business processes.
Enable employee engagement, collaboration, and self-service access.
Link training, announcements, and HR notifications to the employee portal for better engagement and communication.
Manage employee-assigned assets, equipment, and inventory efficiently with real-time tracking.
Track asset allocation and accountability across employees.
Link workforce management with inventory operations and resource planning.
Improve workforce productivity through integrated operational planning.
Faster Billing. Better Cash Flow.
Delayed invoicing often leads to delayed payments.
Smato Books & Accounts helps businesses create invoices quickly, track payment status, and maintain accurate customer billing records.
Key Advantages:
Professional invoice generation
Payment tracking
Customer transaction history
Get paid faster while reducing billing errors.
Keep Procurement and Finance in Sync
Purchasing decisions have a direct impact on profitability.
Smato Purchase Order Management helps businesses manage procurement requests, vendor relationships, approvals, and purchasing records with greater transparency.
Features:
Purchase order creation
Record expenses, manage due dates, and ensure timely payments to maintain strong vendor relationships.
Log and organize vendor bills with proper expense categories.
Get timely alerts for upcoming bill payments to avoid delays.
Match bills with payments seamlessly for accurate financial tracking.
Take full control of your business finances with SMATO’s powerful Accounts Reports module.
View every key financial detail — from payables and receivables to sales, purchases, and expenses — all in one place. Generate insightful reports instantly to stay informed, compliant, and in control.
Key Highlights
Comprehensive Reporting: Instantly view reports on payables, receivables, sales, and purchases.
Expense & Receipt Tracking: Get a complete overview of your spending and income patterns.
Easy Export Options: Download reports in PDF, Excel, or CSV formats for audits or reviews.
Smart Decision-Making: Leverage real-time analytics for faster, more accurate insights.
Accurate & Compliant: Ensure financial transparency and audit-ready reporting at all times.
Easily manage purchase returns or corrections with SMATO’s Debit Note module.
Maintain precise accounting entries and adjust supplier balances seamlessly.
Key Highlights
Easily manage customer returns and credit adjustments with SMATO’s Credit Note module.
Issue credit notes with full traceability and compliance for transparent and accurate accounting.
Key Highlights
Credit Note Generation: Create credit notes directly against customer invoices.
Refund & Adjustment Management: Adjust refunds or future payments effortlessly.
Accurate Reconciliation: Maintain clear and compliant records for all credit transactions.
Easily manage all non-regular or external financial transactions with SMATO’s Third Parties module.
Record and track payments to individuals, contractors, freelancers, or service providers with full transparency and control.
Key Highlights
External Payment Recording: Log payments made to unregistered vendors or third parties.
Comprehensive Payee Details: Maintain records of contractors, freelancers, and service providers.
Clear Transaction Tracking: Monitor non-regular transactions separately for accurate reporting.
Audit & Compliance Ready: Ensure every payment is properly documented for financial accuracy.
Take full control of your finances with SMATO’s Payments Module — your smart hub for managing all incoming and outgoing payments.
Whether it’s customer receipts or vendor and third-party payments, SMATO records, tracks, and reconciles every transaction in real time. Eliminate manual effort and gain total visibility into your cash flow with easy receipt generation, due management, and transparent tracking.
Key Highlights
Comprehensive Transaction Management: Record both incoming (receipts) and outgoing (payments) seamlessly.
Transparent Tracking: Maintain a clear, organized record of all payments made and received.
Real-Time Insights: Access live cash flow updates and monitor payment trends effortlessly.
Regardless of the industry or field, our digital services provide cutting-edge solutions that are adapted to meet the unique demands and goals of our clients.
The Books & Accounts module helps businesses manage invoices, sales orders, purchase orders, bills, payments, and financial records from a centralized platform.
Yes. The system allows businesses to create invoices, monitor payment status, and maintain complete customer transaction histories.
Yes. Users can manage supplier information, purchase orders, bills, payments, and procurement activities efficiently.
Absolutely. The platform provides dashboards and customizable reports for revenue, expenses, receivables, payables, and overall financial performance.
Yes. It integrates seamlessly with HR, CRM, Inventory, Assets, Production, and E-Corner for unified business management.
Simplify your HR operations with SmatoApps — a unified platform to manage onboarding, payroll, leaves, and analytics in one place.
Start your journey toward smarter, automated, and scalable HR management today.
contactus@smartifysol.com
+91 78936 56868 / +91 94933 08677
Connects HR, CRM, Accounts, Inventory, and more into one seamless platform to simplify and grow your business.
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