Sales and collections
Plan how invoices, customer records, receipts, and collections fit together, from the first transaction to an outstanding-balance review.
Accounting & finance software
Accounting records should follow the way your business works. SimplerBooks develops custom accounting and finance workflows that connect everyday transactions with the reports owners and managers need.
Discuss your requirementsScope the right system
What your workflow can include
Features and availability depend on the selected program and agreed implementation.
Purchasing and expenses
Bring purchasing records, suppliers, expense entries, and vouchers into a workflow with clear responsibilities and review steps.
Ledgers and reporting
Define the journals, ledgers, financial summaries, and management reports that the team needs to review its business records.
Design around a complete workflow
Start with a customer invoice. Identify who prepares it, who reviews it, how a collection is recorded, and which report shows the remaining balance. The implementation can then be scoped around that complete sequence instead of a collection of disconnected screens.
Prepare for a useful discussion
Bring examples of your invoices, vouchers, chart of accounts, and management reports, with confidential information removed. Describe your existing software, required exports, approval steps, and the currencies and jurisdictions involved.
Review the project portfolio and current implementation scope, explore analytics demonstrations, or learn about our development process. You can also explore BizCore360 for related business software and project information.
Questions before getting started
Can the system fit our existing accounting process?
The starting point is a review of your transaction flow, account structure, approvals, and required reports. Available modules, migration work, integrations, and local tax requirements must be confirmed in the project scope; a general accounting workflow does not imply certification in every country.
What if our organization is outside the Philippines?
Send your country, preferred language, time zone, and operating requirements with your inquiry. We will discuss project fit, remote coordination, local requirements, and support arrangements before agreeing on a delivery scope.
How do we request a demonstration or quotation?
Use the contact page to describe your workflow, team size, existing system, and priorities. Ask which modules are available for demonstration and which require development. Pricing and timelines depend on the agreed scope.
Find your business software
Start with the workflow.
Explore SimplerBooks software services, practical use cases, and the requirements to discuss before implementation.
Accounting software
Connect invoices, purchasing, vouchers, collections, ledgers, and management reports in an accounting workflow designed around your business.
Explore accounting softwareInventory software
Plan inventory receiving, stock movement, fulfillment, purchasing, approvals, and operational reports with software built around your team.
Explore inventory softwareHR & payroll software
Explore personnel records, attendance, leave, payroll review workflows, and role-based staff access with SimplerBooks and BizCore360.
Explore hr & payroll softwareWebsites & portals
Connect a public website with staff, customer, student, parent, or partner workflows through a custom portal and role-based workspaces.
Explore websites & portals