Finance & Accounting

Finance & Accounting
Track leads, manage customer relationships and organize your sales team in one place.

Kelsa allows users to create, edit, manage and accelerate business processes in real-time without taking much time. It is highly customisable and collaborative. A cloud-based, hybrid tool you can use as a website or as an app - even without installing.

Finance & Accounting on Kelsa: What can you do?

The Finance department supports and interacts with every other department within the organization and is also responsible for receipts and payments concerning external parties. Finance is the lifeblood of any organization and needs prudence in its handling, which can be provided by the Kelsa business automation tool.

Auto Invoice Generation

Invoices may be programmed to be automatically generated at the end of the required time duration. A message is delivered to the recipient’s inbox carrying a link to the invoice.

Audit Trail

Kelsa traces out the entire path made by a single case/lead, making it possible to maintain an audit trail for that particular case or lead.

Receivables Management

Accounts receivable of an organization can be tracked and reminders/notifications can be set so as to notify the payer party about payment to be made.

Financial Management

Besides being utilized as a tool for administrative tasks, Kelsa can also help as a reporting tool for Financial Management. Reports related to various financial aspects of the firm, can provide the management with timely inputs so as to help them make sound financial decisions.

Never miss a deadline

View your tasks in the order of priority. Foresee everything to plan your work in advance. Get alerts on overdue tasks from time to time. See at a glance what needs to be done next to close a deal.

Measure your success

Choose the view that best helps you track your financial growth. You can view the deals by stage, financial progress and more to evaluate the progress. Generate instant reports during or after the process to measure and improve your achievements.

Take a look at other use cases where Kelsa is implemented
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