Discover features that drive business efficiency
A connected accounting platform for everyday transactions, teams, branches, inventory, and financial insight. Explore the tools that help keep your business moving.
Multi Location Management
Manage multiple branches with accounting workflows built to support consolidated visibility and clear, controlled branch operations.
Manage branches in one place
Keep branch activity organized while maintaining a unified view of your business.
Branch accounting module
Use branch-level accounting workflows to support day-to-day operations.
Real-time data consolidation
Bring branch information together to make timely, informed decisions.
Data Management
Bring financial data into your accounting workflow with practical tools for importing, updating, and organizing business records.
Customizable Excel uploads
Import spreadsheet data using templates suited to your accounting needs.
Easy data migration
Move existing data into your workflow with guided migration support.
Bank statement uploads
Import bank data to support reconciliation and accurate record keeping.
User Friendly Application
A clear, accessible accounting workspace helps your team work through everyday tasks with less friction.
User-friendly interface
Navigate accounting tasks with an organized, easy-to-follow workspace.
Effortless keyboard navigation
Move through common data-entry workflows efficiently with keyboard support.
Flexible mobile access
Access your accounting workflow on the go with the RealBooks mobile app.
Management Reports
Turn organized financial information into useful insights for performance reviews, planning, and business decisions.
Segment analysis reports
Review business performance across the segments that matter to your organization.
Comparative reports
Compare financial results across periods to understand business trends.
Cashflow and cost center reports
Track cashflow and costs with detailed reporting for clearer financial insight.
Compliance Management
Support accurate tax and compliance workflows with tools to organize financial data, filings, and supporting records.
Manage multiple GSTINs
Keep tax registrations and related accounting activity organized for your business.
Tax return data and API
Prepare relevant financial data for tax return and integration workflows.
GST e-way bill and e-invoice generation
Generate supported compliance documents from your accounting workflow.
Document Management
Keep supporting files close to your accounting records and make important documents easier to find and review.
Attach documents to transactions
Connect invoices and other files to the transactions they support.
Centralized cloud storage
Store important files with your business records in an accessible workspace.
Document upload reports
Review uploaded files and maintain a clearer record of supporting documents.
Customer & Vendor Management
Keep customer and supplier information, billing activity, and credit terms organized throughout your business relationships.
Flexible bill ageing analysis
Review outstanding balances and follow up on receivables with useful ageing reports.
Due bill notifications
Stay aware of payment due dates with organized customer and vendor records.
Set credit limits and periods
Record credit terms to help manage customer transactions and payment schedules.
Banking
Organize bank activity and streamline reconciliation with connected accounting workflows and clear transaction records.
Bank integrations
Connect supported bank feeds to help keep financial records current.
Automated bank reconciliation
Match bank transactions with accounting entries to support accurate books.
Cheque register
Maintain a clear record of cheque transactions and related activity.
Inventory Management
Stay in control of your stock levels and inventory operations with organized item records and stock reporting.
Stock valuation and ageing report
Review inventory value and stock ageing to understand your inventory position.
Order management
Manage purchase and sales orders with connected inventory workflows.
Physical stock management
Record stock counts and adjustments to keep inventory information up to date.
Operational Reports
Review practical summaries of business activity to support daily operations and performance tracking.
Branch reconciliation
Review transactions across branches and support consistent accounting records.
Register reports
Access detailed records of transactions and financial activity.
Sales and purchase reports
Track sales and purchases through clear, organized reporting.
Role Based Control
Organize access around team responsibilities and establish clear review and approval workflows for business records.
User permissions
Manage access to accounting information according to user responsibilities.
Role-based permissions
Set access levels for different roles and protect sensitive business information.
Approval management
Support review processes with configurable approval steps for transactions.
Data Security
Protect important accounting information with secure access and data protection features designed for business continuity.
Hosted on Amazon Web Services
Access a cloud-hosted platform built on established infrastructure.
Bank-grade encryption
Support data protection with encryption across your accounting workflows.
Multiple levels of data backup
Maintain backup safeguards for critical business and accounting records.
Get help setting up your accounting workflow
Talk to our team about RealBooks implementation and support for your business.