Connected transactions
Work with customer invoices, supplier bills and payment records in one financial workspace.
Finance & AccountingEvery number.
Every number.
In the picture.
Invoices, payments, balances and reports. Bring the financial work together, with Penny helping prepare the details and Max keeping the next decision clear.
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Penny Part of your AI crewINSIDE THE APPLICATION
Finance & Accounting, in focus.
A complete financial view in USD · Meridian Industrial Systems · USD
WHAT’S INCLUDEDThe detail your
The detail your
team works with.
Receivables & payables
Explore outstanding balances and aging, then open the records behind the totals.
Financial reporting
Use General Ledger, Trial Balance and Profit and Loss with filters and connected detail.
A clearer financial picture
Move between 30-day, 90-day and 12-month views of the financial overview.
YOUR CREW, IN CONTEXT
Prepare the details. Keep the final say.
Penny helps prepare financial documents. Review the work with Max before a consequential change is applied.
Meet Penny and the crew ↗The work keeps connecting.
All modules02 / Customers
Sales
Keep customers, quotations, orders, deliveries and invoices connected.
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03 / CustomersCRM
Bring organizations, contacts, leads and deals into one business context.
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12 / PlatformReports & Analytics
Explore financial reports, balances, totals and charts.
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