Let's Connect
  • 022 6768 7800   |  aus.sales@greytrix.com   |
Worldwide Africa Middle-East
Greytrix Logo
  • About Us
    • About Us
      • About Greytrix Australia
      • About Greytrix
      • Our Differential Factor
      • Global Awards
      News Room
      • Press Releases
  • Solutions
    • Sage Solutions
      • Sage X3
      • Sage CRM
      • Sage X3 Financial Management
      • Sage Intacct Support Services
      Integrated Solutions
      • Warehouse Management System
      • EDI for Sage X3
      • Salesforce - Sage X3 Integration
      • Retail Management
      • ERP Solutions for Salesforce
      • ERP Solutions for Dynamics 365 CRM
  • Consulting / Services
    • Consulting
      • Consulting Services
      • Business Process Reengineering
      • Implementation Services
      Professional Services
      • Upgrade and Patching Services
      • Data Migration and Integration Services
  • Industry Solution
    • Process Industry
      • Chemical Manufacturing
      • Food Manufacturing
      • Pharmaceutical Manufacturing
      • Distilleries and Alcohol Manufacturing
      • Wine Making
      • Agriculture Industry
      • Meat Processing
      Discrete Manufacturing
      • Industrial Equipment
      • Automotives
      Services
      • Non - Profit organizations
      • Professional Services
      Trading and Distribution
      • Transportation and Logistics
      • Retail Trade
      • Wholesale Trade
  • Contact
    • Reach Greytrix Australia
      • Contact Us
      • Office Locations
      • Career
  • Knowledge Center
    • ERP Knowledge Centre
      • Sage X3 Blog
      CRM Knowledge Centre
      • Sage CRM Blog
  • rev-slidebg
     
Success! Your message has been sent to us.
Error! There was an error sending your message.

PLEASE FILL THE BELOW INFORMATION TO DOWNLOAD

To avoid download issues, add our website https://www.greytrix.com as "Allowed Site" in your pop-up blocker.


Captcha   

Financial Management

Financial Management is an important aspect of any small or medium business enterprise. A well planned finance structure increases profitability, overall value as well as helps in the economic stability of an organization. Sage X3 a cloud business management software, covers financial, cost and budget accounting, commitments and fixed assets efficiently thus, leveraging businesses with an all in one Financial Management software. The cohesive enterprise class ERP for Financial Management manages all your core business processes helping the sales, finance and accounting teams to collaborate and accelerate reporting through real-time insights of costs and operational performances. The ERP system also easily handles transfers from one country to another, and between subsidiaries and headquarters.

Sage Business Cloud X3 for Financial Management is an all-in-one ERP for all your finance and accounting needs that handles processes from procurement to production inclusive of Customer, warehouse, sales and accounts information. The ERP system for financial adapts to user preferences, roles and workflows to deliver a pragmatic approach for capital benefits. The configurations and applications can be applied to industry specific processes and provides the advantage of cloud management.

Greytrix – Sage Gold Development Partner, assists businesses with the best-in-class ERP – CRM solutions for easier functioning of your organization facilitating decision-making within the crucial impact frame. The powerful ERP finance software provided by Greytrix supports daily operations minimizing complexity and enhancing business profitability.

newsletter

Opportunities multiply as they are seized. Seize your's now! Contact Us

What are the features of Financial Management in ERP?

ERP Finance Module

A finance management software or program in general is responsible for gathering and assimilating financial data from across the organization and generating reports and statistics either for future predictions & expansions or to verify present functioning of all financial departments. The data can be communicated to vendors and Customers as and when needed through methods such as accounts payable, accounts receivable, general ledger, budgeting and more through the ERP software for Financial Management.

erp financial management
sage x3 financiak management

Accounting and Budgets

Sage Enterprise Resource Planning for Finance helps businesses in shortening the planning and financial management processes. The key features of the ERP software for accounting and budgeting can be listed as:

  • General ledger with multiple financial charts of accounts
  • Accounts payable, accounts receivable for financial reporting
  • Cash flow management system
  • Bank management system
  • Cost and analytical accounting
  • Expenditures for financial traceability
  • Budgets and commitments

Financial ERP software and accounting projects linking makes it extremely easy to automate workflows that are interchanged between departments. It lets you streamline accounts receivable, accounts payable management as well as cash management whilst providing the benefit of tracking transactions quickly and efficiently to help scale your business.

Real-time Asset Monitoring

The cloud ERP system for financial management solution seamlessly traces the fixed assets of your organization throughout the entire life-cycle of the accounting process providing traceability of capital expenditure in real-time. Interim statements & closing, fixed asset stock count, financial reporting & dashboards helps the sales department in collating the data and recording business insights. The Finance Management software also aids in franchised asset management along with numerous depreciation models related to financial.

erp financial asset monitoring
sage x3 financial management

Real-time Reporting

Strategic reports, analytics, alerts and notifications equip your organization to respond quickly to changing business financial conditions. The main capabilities include:

  • Trigger events based user specified dashboards
  • Data table with inquiries that are configurable through automatic or manual joins, sorting and selection
  • Inquiries to search and filter predefined data pool using a number of pre-built parameters
  • Reports library supplied as standard, inclusive of legal business reports

Enhanced Workflows and Efficiency

Sage ERP Financial Management software enriches the overall efficiency and connectivity of accounting for your organization by leveraging stakeholders to share items by user, role and project teams with tag management. Documents can be shared with the drag and drop feature to Sage X3 software. It also provides the ability of inclusion of charts and data directly into PowerPoint or Word, export to excel and synchronization of data. Document and revision management is included as part of the business workflow in the accounting software.

Sage X3 Financial Management provides customized access to relevant data across departments through personalized dashboards, security rules in place for the role & user and access to relevant data including graphs, charts, tables, favourites menu etc.

sage erp financial management
erp for financial services

Cross- device Integration

The ERP for Financial Services provides data access on the go and is responsive on Android and iOS mobile and tablet devices. It provides the sales and service teams to collaborate efficiently on enterprise financial information from anywhere and on any device for an always ON business.

Risk Management

Risk management is an important aspect for a business to predict, analyze and manage crisis. Though, financial issues can hamper enterprises significantly, the other factors like security, legal liabilities, compliance or reputational risks also contribute to such risks. Managing legislation's can be a daunting task in the absence of a proper ERP to monitor events because they change regularly. The risk management factor in finance entails capital flow. The ERP tool also ensures ample cash reserves to cover accounts payable if in case an asset defaults payment which helps in managing credit risk.

erp financial risk management
  erp financia services benefits

Benefits of ERP for Financial Services

ERP automates the business processes within an organization and provides a holistic view of all departments thus, creating a harmony in data sync. With the help of ERP system enterprises can leverage the benefits like:

  • Enhanced business performance and collaboration
  • Improve procure-to-pay and order-to-cash processes
  • Reduce data inefficiencies and streamline business financial methods
  • Interactive reports, charts and intuitive dashboards
  • Increased efficiency for data mapping and comprehensive accounting
  • Fiscal adherence
  • Streamlined planning and budgeting for business critical decisions
  • Real-time monitoring of asset
  • Easier document sharing
  • Complete financial data in general ledger
  • Increased mobility with cloud-based system
  • Freedom to forecast costs and potential revenue
  • Better security with digital documents

For more information on Sage X3 for Financial Management Industry, contact us by writing a mail.

Or, you can send us a query on our Contact Us form here.

For more information on Financial Management, write to us at aus.sales@greytrix.com
×

Contact Now for Free Demo











Captcha   

Our Partners

sage business partner

Where Are We

  •  
  • Address : 1390 Market Street, Suite 200
    San Francisco, CA 94102, USA.

    Toll Free : 1 888 221 6661
    E-mail : aus.sales@greytrix.com

  • India
  • Address : DEVELOPMENT CENTRE B301, 3rd Floor,

    Everest Nivara Infotech Park, MIDC, Turbhe,

    Navi Mumbai - 400 705
    Tel : 022 6768 7800
    E-mail : na.sales@greytrix.com
    For Career : job@greytrix.com

Success! Your message has been sent to us.
Error! There was an error sending your message.

Contact Us


Captcha   
Get in Touch
Follow us

 Contact us

022 6768 7800


 Address :

4 Sassari Ct, Point Cook, Melbourne, VIC 3030, Australia


    GREYTRIX
  • What We Do
  • Who We Are
  • Who Needs Us
  • News Room
  • Contact Us
  • Support
SAGE SOLUTIONS
  • Sage X3
  • Sage CRM
  • Sage X3 Financial Management

KNOWLEDGE CENTER
  • Sage X3 Blog
  • Sage CRM Blog

SOLUTION BY CITIES
  • ERP in Sydney
  • Sage X3 in Melbourne
  • Sage ERP in Brisbane
  • Sage X3 in Victoria
  • CRM in Perth

PROCESS MANUFACTURING
  • Food Manufacturing ERP
  • Chemical Manufacturing ERP
  • Pharma ERP Software
  • Distilleries and Alcohol ERP
  • Wine Making ERP
  • ERP Agriculture Industry
  • Meat Processing ERP

DISCRETE MANUFACTURING
  • Industrial Equipment ERP
  • ERP for Automotives

INDUSTRY SPECIFIC
  • ERP for Non - Profit organizations
  • ERP Professional Services Organizations

TRADING AND DISTRIBUTION
  • Transportation and Logistics ERP
  • ERP Retail Trade Industry
  • Wholesale Trade ERP

INTEGRATED SOLUTIONS
  • Warehouse Management System
  • EDI for Sage X3
  • Salesforce - Sage X3 Integration
  • Retail Management

Greytrix Logo

© 2023. Greytrix