Billing & Accounting Features


Chartered accountants require a software solution to connect with their clients transactions to make their audit process more easy. Excella is a Cloud-based platform to integrate, monitor and streamline clients accounts This solution is coming with following modules:

Features :
E-Sign and client agreement processing -
  • Now it is easy to get an agreement signed with Aadhar OTP
  • Accountants can create agreement get the party details auto filled and get it signed in very few steps
Financial planning -
  • Income and Expenses analysis , Asset and Liabilities analysis , Goal planning
  • Goal tracking , Family portfolio management , Rebalancing of assets etc
Fees and Service Bill invoicing -
  • Invoicing to clients for the service provided is a tedious task faced by accountants.
  • This will be carried out by auto generated invoicing and sending to clients email.
  • There will be a reminder option through SMS and Email.
  • Client can see their pending bills with whenever they open their screen.
Advanced accounting for chartered accountant -
  • Complete inventory management.
  • Complete accounts management.
  • Transaction management up to finalization.
  • All mandatory reports including GST report generation for filing.
  • Bank reconciliation.
Client Front End -
  • Purchase and Purchase return screen
  • Sales and sales return screen
  • Debit note / Credit note
  • Cash/ Bank balance ledger
  • Inventory management
  • Receivables/ Payables management
  • Statements of accounts – receivables/ payables
  • Customer management
  • Product variants and composites
  • Bulk product imports
  • Multiple payment methods/split payments
Inventory and stock management -
  • Create purchase orders and email directly to vendors
  • Maintain a database of customers and suppliers
  • Set low-level warnings so you know when to reorder
  • Update item quantities when orders are received
  • Monitor and report stock levels, costs and averages
  • View inventory levels by location, category or overall
  • Product history shows when items were received or sold
  • Import current inventory with a .csv file
  • Scan in barcodes to add new items
  • Group items into categories for organized stock control
  • Set sales units for items sold by weight or in bundles
Job Allocation- Approval & audit -
  • Job allocation to a clerk
  • Approval / user rights management
  • Jobs progress monitoring
  • Resource allocations
  • Saving documents to a document vault
  • Client wise and group wise job allocation
  • Approval of data entered from client front
Receivable and Payable Management -
  • Detailed ageing analysis
  • Manage credit and collections
  • Send automated payment reminders and receipts
  • Track invoice status in real time
  • Easily create estimates
  • View detailed financial reports
  • Manage online recurring payments and subscription billing
E-commerce -
  • This module is done for shops that sell products online.
  • They will get complete ecommerce features.
  • For this purpose Excella is giving separate portal for shops.
Accounting infographics