iAM · Intelligent Accounts Management

Books that close on time

Intelligent Accounts Management covers ledgers and vouchers, receivables and payables with ageing, bank reconciliation, GST-ready reporting and period close, with a trial balance available on any date.

  • 0Module Groups
  • 0Role Portals
  • 0Trial Balance
  • 0Waiting for Quarter End
Why now

What it replaces

The three things we find almost every time before this goes in.

Quarterly

trial balance

The real position is known four times a year, so decisions in between are taken on an estimate.

Chased

receivables

Ageing worked out manually when someone remembers, by which point the invoice is a conversation rather than a collection.

Manual

bank reconciliation

Statements matched line by line at month end, and the errors surface at audit rather than at entry.

Who it's for

Configured for how you actually work

Growing SME

Past the point where a spreadsheet and a bookkeeper can hold the whole picture.

Professional services

Where billing follows delivered work and receivables decide cash flow.

Multi-entity

Several companies or branches with their own books and a consolidated view.

Project accounting

Where cost and revenue have to be attributed to a project, not just a period.

4 role portals

Entry, approval and audit are different people

Separation of duties is enforced by the system rather than by trust — every voucher carries who raised it, who approved it and when.

  • AccountantVouchers, ledgers, reconciliation and period close.
  • ApproverPayments and journals awaiting authorisation.
  • ManagementTrial balance, profitability and receivable ageing.
  • AuditorRead-only access to books and the full audit trail.
What's included

4 module groups, one record

Ledgers & vouchers

  • Chart of accounts with groups and sub-groups
  • Receipt, payment, journal and contra vouchers
  • Cost centres and project attribution
  • Multi-entity books with consolidation

Receivables & payables

  • Customer invoices with ageing
  • Vendor bills and payment scheduling
  • Advances, adjustments and credit notes
  • Outstanding statements per party

Banking & reconciliation

  • Bank and cash books
  • Statement reconciliation with matching
  • Cheque issue, clearance and stop tracking

Reporting & close

  • Trial balance available on any date
  • Profit and loss and balance sheet
  • GST-ready summaries and returns data
  • Period lock and year-end close

See it on your own numbers

Tell us how you run this today. We'll configure a demo on your own structure rather than a sample dataset, so you can judge it properly.

Let's talk

Request for services

Find out more about how we can help your organization navigate to next. Let us know your areas of interest so that we can serve you better.

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