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Financial Services

Financial Services

Work more efficiently, accurately, and flexibly, with a feature-rich accounting solution that scales with your business.


From simple accounting, through to document recognition and management functionalities, we can configure a solution to meet your requirements. With systems that can scale with your business, you’ll benefit from increased capacity and competitivity.

Effectively manage customers and suppliers, and improve cash-flow with an intuitive accounting solution. Designed to help businesses in the financial services industry automate time-consuming processes and gain more control over cash-flow, the solutions we provide are tailored to resolve your business challenges

Problems we solve for financial services businesses

Improved accuracy

With automated features that streamline a variety of lengthy processes, there’s less of a need for manual data entry, leading to a reduction in human errors.

Streamlined operations

By taking advantage of the modules and integrations available to you, your chosen system can operate seamlessly between departments.

Increased control

Gain a full view of your operations with powerful reporting and visual dashboards, offering real-time information to place you in control.

Get a 360 view of your business

Know your business’ financial situation at any given time. Access the information you need to make informed decisions, so your business can meet its strategic objectives.

Financial services key features

Office 365 integration

By integrating with Office 365, you can quickly and easily download and upload data to and from Excel, making reporting processes more efficient.

Core financials

Manage daily accounting tasks with ease, whether you’re paying suppliers, taking transactions, or chasing debtors, manage everything in a single system.

In-depth reporting

Analyse cash-flow, examine performance, and compare sales figures, with tailored reports offering real-time data.

Intuitive modules

Configuring your chosen solution to meet your business needs, you can take advantage of the modules that will help improve efficiency and cash-flow.

Automatic bank reconciliation

Reduce the time it takes to reconcile bank transactions by automating the process, and having your bank connect directly to your chosen solution.


Send and receive invoices with ease, and set up recurring invoices to receive payments more efficiently, improving cash flow.

Services we provide

Industry Solutions

Techsol Group helps businesses in a range of industries, from manufacturing to retail. With an impressive suite of add-on solutions to help the software go even further, our ERP solutions can be customised to suit your business’s individual needs.

Whether you’re looking for a system that simplifies processes, saves you time, scales with your growing business, or has the functionality to streamline complex procedures, we have a solution that can help you achieve your goals.