Financial Dashboard with Transaction History
Track debit and credit amounts for every account, with the transaction history attached to each entry.
Financials Module
Track Debits, Credits & Balances in One Account Summary
A financial account summary built for courier accounting: see debit and credit entries, running balances, and transaction history for every account, then close each period without spreadsheet work.
- A complete view of courier accounting across all accounts
- Accurate records that make spending trends easy to spot
- Faster period-end closing
- One dashboard for account balances and statements
99.98%Accuracy
12h/wkTime Saved
100%Tax Compliance
Key Benefits
Manage Courier Finances from One Dashboard
Account balance reports, reconciliation, and statements built around how courier finance teams actually work.
Balance Statement Management
Each balance statement shows the opening balance and closing balance for the selected period, so totals are easy to verify.
Flexible Period Selection
Run courier accounting reports by day, week, or month with period selection that matches how you close your books.
Automated Account Reconciliation
Account reconciliation tools match transactions against bank records and flag anything that doesn't line up.
Export-Ready Financial Statements
Export financial statements formatted for logistics finance audits and compliance reviews.
Role-Based Financial Visibility
Control who sees financial data with role-based access across teams and branches.
Petty Cash Management
Petty Cash Tracking for Hubs and Branches
Keep petty cash under control across hubs and branches without separate registers. The module covers:
- Balance statements that compare allocated funds with the closing balance remaining
- Debit and credit tracking for minor expenses such as electricity, internet, and stationery
- Transaction history with purpose categories, so every expense has a reason on record
- Period selection for reviewing petty cash daily, weekly, or monthly
Account Reconciliation Built In
Reconciliation ties petty cash spending back to the funds released for it:
- Matching petty cash expenses with corporate fund releases
- Generating audit-ready reports for minor expenditures
- Restricting access with role-based controls for hub managers
Enterprise Billing
Billing Tools for Every Customer Type
From invoice generation to payment collection, billing runs on automated, GST-compliant workflows.
Service-Wise Billing
Bill services that share the same tax percentage together. Grouping invoices this way cuts the manual effort at billing time.
Multiple Customer Billing
Generate bills for several customers in one run instead of invoicing each account separately.
GST-Based Billing
Customers registered for GST in multiple states get state-wise GST billing, keeping tax reporting accurate for each registration.
Bulk Invoice Download
Download a batch of invoices in one action rather than saving each file individually.
Send Mail
Email an invoice to the customer straight from the system, so bills go out on time without a separate mailing step.
Payment Gateway Integration
Works with PayU, Autopay, Stripe, ICICI, and Razorpay. Receipts are generated as payments arrive, and outstanding balances adjust without manual entry.
Cover Print
Print invoice covers straight from the system so documents reach customers complete and presentable.
FAQ
Frequently Asked Questions
How are billing cycles customized?expand_more
Billing cycles can be set globally or per client: weekly, bi-weekly, monthly, or milestone-based invoicing tied to delivery volume.
Does it handle multi-currency and tax compliance?expand_more
Yes. The system connects to financial APIs that pull daily mid-market rates, so multi-currency billing stays accurate. GST compliance is supported across multiple states.
Can I automate fiscal reporting and reconciliation?expand_more
Yes. Financial reports, aging summaries, and reconciliation statements can be generated with a single click, and payments through PayU, Stripe, ICICI, and Razorpay are reconciled automatically.
Want cleaner courier accounting?
Over 1,200 logistics enterprises use Softpal for billing, reconciliation, and account balance reporting. See how it fits your finance team.