Accoxi

Start accounting like you manage a project: define the goal, assign owners, and ship work daily. With Accoxi, set up your books in minutes and keep work moving from any device. Add your company profile, choose your tax setup (including GST), set a base currency and optional foreign currencies, then import customers, suppliers, items, and opening balances from CSV. Create user roles and approval paths so managers review bills or expenses before posting. Set payment terms and credit limits, build customer-specific price books, and design branded invoice and barcode templates. Pin the metrics you care about—cash position, receivable and payable aging, sales vs. purchases, and top income and spend—to a customizable home view. When you need details, drill into 60+ real-time reports without leaving your workflow.

Run the quote‑to‑cash cycle end to end. Draft a professional estimate that pulls the right price list and tax rules automatically, then convert it to a GST-compliant invoice with one click. Email or share a payment link, accept deposits or partial payments, and schedule recurring invoices for subscriptions or retainers. Use automated reminders and customer statements to reduce days sales outstanding; a built‑in collections queue prioritizes follow‑ups by aging and amount. Record receipts, apply them to the right invoices, and handle multi‑currency FX differences automatically. Connect bank feeds and reconcile in a few minutes using smart matching. Track work by job or project, capture costs, and recognize revenue by milestone when needed—so sales, delivery, and finance stay aligned.

Control the procure‑to‑pay side with equal rigor. Issue purchase orders, route them for approval, and convert goods receipts into bills in a click. Store vendor terms, early‑payment discounts, and communication threads alongside each bill. Run a three‑step match (PO, receipt, bill) to prevent overbilling. Manage stock across locations, move inventory between sites, and work with multiple units of measure (e.g., box to piece) accurately. Print and scan barcodes for fast pick/pack, use cycle counts for on‑the‑floor checks, and create adjustments when variances appear. Set reorder thresholds and watch low‑stock alerts. Pay suppliers in scheduled runs, track aging, and forecast cash needs based on open bills and expected receipts.

Close the month smoothly. Capture expenses from mobile receipts, tag them to projects or cost centers, and push them through approval flows. Run payroll on a set cadence and keep pay data consistent with the ledger. Maintain a fixed asset register with depreciation, disposals, and transfers. Use the tax center to compute GST and estimate advance taxes so filings aren’t a scramble. Build rolling budgets and forecasts, test scenarios, and generate cash flow projections that tie to actuals. Lock periods, preserve an audit trail, and export management packs to PDF or Excel. Invite your external accountant to collaborate with role‑based permissions. Accoxi safeguards your data with strict monitoring and blocks unauthorized access, so your team can focus on executing the plan—not babysitting the numbers.