How does ERPLY Books software work most easily for an investment company?


The field of investment is rapidly changing, which means that it and the people working in it must be constantly evolving. Just like ERPLY Books accounting software. Investing makes it possible to stay above the ever-increasing inflation and instead increase the value of money, which means that the purchasing power of a person/company does not decrease. The accountant of an investment company must have the knowledge and orient himself in this diverse and changing world of investments. ERPLY Books can come to the aid of the investment accountant and help solve the already complicated paperwork a little easier.

ERPLY Books has all the features an investment company needs:

  • The software has a reporting module where you can see, for example, a balance sheet, profit and loss statement, cash flow statement, and balance sheet.
  • Detailed views of reports show rows by account.
  • With the help of a comparative report, it is possible to analyze and compare different reporting periods. You can compare, for example, two months and years.
  • If you have several different departments and want to display a report for only one department, the project and location-based report allow this.
  • The fixed assets module helps manage the company’s fixed assets – to account for them and calculate depreciation.
  • The bank interface and bank import make linking bank transactions and accounting very easy and automatic. Load the file into the system via bank import, and ERPLY Books will automatically combine payments with invoices.
  • In ERPLY Books, you can view nearly 50 different ratios on a graph according to your wishes: basic financial ratios, for example:
    • ROE, ROA, ROR;
    • liquidity ratios;
    • bankruptcy ratios.
  • ERPLY Books can be used as a company’s central accounting system, where all information, documents, and reports are in one place. By collecting financial and tax reports of companies, you can see a list of companies that have not submitted reports.

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