Accounting

Finance

Accounts Receivable

Payment Collection

Accounts Payables

Pay your bills

Bank, Cash, and Credit Cards

Bank Reconciliation

Fixed Assets & Depreciation

Smart Accounting with Whiz-Synergy

Whiz-Synergy’s Accounting Suite is designed to give you full control and visibility over your financial operations. With integrated modules that handle every aspect of your accounting process, you get a clear, real-time view of your business performance, compliance, and profitability.

Accounts Receivable

Automated Invoicing

Automatically generate receivable invoices upon shipment of goods from the supply chain or completion of services from the Service Management module.

Manual Invoicing

Manually create invoices for goods or services, with automated accounting entries and distributions based on system configurations.

Refunds & Credits

Generate a customer credit note directly from the invoice, with the flexibility to modify items, quantities, or prices for partial refunds.

Multi-Currency

Issue invoices and credit memos in multiple currencies, with the ability to manage exchange rates at the document level.

Invoice Aging

Track overdue payments and enhance cash flow with ease. Reports can be filtered by invoice or due date, with access based on salesperson hierarchy.

Customer Statements

Provides detailed balance confirmation along with an aging summary, with the ability to email customer statements directly.

Customer Dashboard

Displays current aging and average payment days with visual insights at the individual customer level, while offering visibility into past years’ business performance.

Automated Credit

Memo Automatically generate a credit memo upon receiving customer returns.

Manual Credit and Debit Memo

Manually create credit and debit memos to adjust customer balances, with the flexibility to generate them directly from existing invoices.

Proforma Invoice

Generate a Proforma Invoice using the customer order as a reference.

Credit Limits & Credit Check

Define credit limits for each customer in the customer master and enable credit checks. During order entry or invoicing, the system automatically performs a credit check and places transactions on hold if the customer exceeds their limit.

Sales Register

Use multiple search filters to generate detailed sales reports at both item and invoice levels within a specified range.

Export Sales Register

Use multiple search filters to generate detailed sales reports at both item and invoice levels within a selected range. This report displays values in both domestic and foreign currencies for complete financial clarity.

Integration with Payment Gateway

Integrated with Stripe for seamless credit card and direct account deposit processing. Cash receipts are auto-generated and linked to the respective customer or supplier with order references. These receipts are automatically applied to invoices generated at dispatch, eliminating the need for manual matching or intervention.

Integration with Payment Gateway

Miscellaneous Receipt

Record miscellaneous receipts as suspense entries or without linking to any predefined master data.

Multi-Currency Receipts

Create receipts in multiple currencies with the flexibility to manage conversion rates per document. Automatically calculate foreign exchange gains or losses and generate the corresponding accounting entries.

Manual Receipt

Manually record receipts either against specific invoices or as on-account payments.

Transfer

Enables creation of contra entries for bank-to-bank and cash-to-cash transfers.

Accounts Payable

Automated Invoicing

Auto-generate a payable invoice on the receipt of goods from the supply chain module.

Manual Invoicing

Create invoices manually to capture the receipt of goods or services. Accounting entries and distributions are autogenerated as per system configurations.

Payable Aging

Gain summary and detailed insights to understand outstanding liabilities and prioritize supplier payments effectively

Manual Credit and Debit Memo

Manually generate credit and debit memos to adjust amounts payable to your suppliers. These can be created directly from supplier invoices for seamless reconciliation.

Multi-Currency

Create invoices and credit memos in multiple currencies, with the flexibility to manage conversion rates on each individual document.

Purchase Register

Apply multiple search filters to generate detailed sales reports at both item and invoice levels within a specified date or value range.

Pay Your Bills

Payment against Invoices

Select the vendor and payment amount, and instantly view all open invoices for easy selection. Record check numbers or payment references for any method used.

Other Payments

Use the ‘Other’ master to process payments for miscellaneous expenses that are not subject to tax.

Vendor Prepayment

Create vendor prepayments with automatic account selection, helping businesses secure commitments for fulfilling purchase orders or delivering services.

Multi Currency Payments

Generate receipts in multiple currencies with document-level exchange rate management. Automatically calculate foreign exchange gains or losses and post corresponding accounting entries.

Bank, Cash, and Credit Cards

Capture expenses using Credit Card statements

Automate all expense transactions by configuring and uploading credit card data directly into the accounting system.

Stripe Account Reconciliation

Reconcile your Stripe account with bank deposit transactions, fees, and customer holds & disputes.

Daybook

The Daybook provides a unified view of all transactional accounting entries in a single, consolidated format.

Cash Utilization

Real-time monitoring of cash transactions gives businesses clear, up-to-date visibility into their cash flow.

Bank Reconciliation

Ensures your financial records are in sync with actual bank transactions. Streamlines transaction matching, instantly identifies discrepancies, and accelerates reconciliation with minimal manual effort – ensuring accuracy and audit readiness.

Payment History Report

This report offers clear insights into the timeliness of receipts and payments, highlighting any delays or ontime transactions.

Audit-Ready Reports

Generate clear, accurate reconciliation reports anytime.

Fixed Assets & Depreciation

Keep full control of your physical assets from acquisition to disposal with complete tracking and reporting tools.

Assets Master

Asset registration with Asset value, Asset Life, & Other details.

Posting Depreciation

Depreciated asset values are automatically posted to the general ledger using unposted depreciation entries.

Fixed Assets Scheduled

It enables a clear and organized presentation of depreciation schedules for each asset category.

Automated calculation of Depreciation

Eliminates manual depreciation calculations, reducing the risk of human error and ensuring accuracy.

Fixed assets Register

Displays detailed information for all assets, including asset value, current year depreciation, accumulated depreciation, and closing value.

Legal Statements

Trail Balance

Delivers a comprehensive trial balance with monthly, quarterly, and annual reports to effectively evaluate account performance. The drill-down feature enables users to trace transactions to their source for complete transparency.

Balance Sheet

Provides a clear overview of assets, liabilities, and equity, with comparisons across periods to track progress, identify trends, and support informed decision-making. It also enables benchmarking against industry peers to evaluate financial strength and overall performance. The drill-down feature enables users to trace transactions to their source for complete transparency.

Income Statement (P&L)

Presents a detailed breakdown of revenue and expenses, with automated cost of goods sold (COGS) calculations to deliver accurate insights into profitability and operational performance. The drilldown feature enables users to trace transactions to their source for complete transparency

Dashboards

Company Dashboard

Offers a detailed view of net revenue from the top ten customers, along with their monthly cash flow. It also provides quick snapshots of receivables and payables for comprehensive financial oversight.

Sales Dashboard

Displays monthly or quarterly sales for all customers, enabling performance analysis and comparisons across defined customer segments or buckets, along with a graphical overview.

Receivable Analysis

Displays a monthly or quarterly overview of open invoices for all customers, with a clear breakdown of current and past due amounts, accompanied by intuitive graphical representations.

Receivable Dashboard

Provides a detailed graphical summary of overdue invoices and highlights the top ten customers with outstanding balances. Also includes a monthly revenue summary for the past six months, along with a breakdown of past due and pending payment invoices.

Payable Dashboard

Presents a detailed graphical summary of overdue invoices and highlights the top ten suppliers with outstanding balances.

Purchase Dashboard

Displays a monthly or quarterly summary of payables invoices for all vendors, enabling performance analysis and comparisons across vendors, along with a graphical overview.

Account Analysis

Identification of Strengths & Weaknesses

By comparing accounts analysis identify the strength & Weakness.

Comparing multiple Accounts

This report aims to provide a comprehensive analysis of the situation by considering and comparing multiple accounts.

Financial Health Assesment

To gain a comprehensive understanding of a company’s financial stability, liquidity, and overall health, it is beneficial to analyze the trends in its assets, liabilities, and equity over time.

Masters & Setups

Financial
Calendar Define and manage fiscal periods for accurate financial planning and reporting. Ensure consistency in transactions, closures, and reconciliations.
Account Groups
Organize financial data by grouping similar accounts for simplified reporting. Enables better classification and control across the ledger.
Account Sub-Groups
Further classify accounts under the main groups for enhanced clarity. Supports detailed financial analysis and structure.
Chart of Accounts
Create a structured list of all accounts used for financial transactions. Tailor the COA to match your business and reporting needs.
Payment Terms
Set flexible payment timelines and rules for customers and vendors. Supports better cash flow management and credit control.
Banks
Maintain details of all linked bank accounts for payments and receipts. Enables bank-wise tracking, reconciliation, and reporting.
Customers
Store and manage comprehensive customer information, including billing and shipping details. Enables smoother transactions, better tracking, and personalized service.
Vendors
Maintain detailed vendor profiles to streamline purchasing and payments. Facilitates vendor communication, invoice processing, and relationship tracking.
Items & Categories
Organize inventory by defining items and categorizing them for streamlined operations. Supports accurate pricing, costing, and reporting.
Users
Manage system users with personalized access and activity tracking. Helps maintain data security and accountability.

User Roles
Define role-based permissions and access levels for better control. Ensure users access only what they need—nothing more.
Lookups
Create and manage dropdown values for form fields across modules. Enhances data consistency and speeds up data entry.
E-Mail Templates
Design custom email templates for invoices, statements, and reminders. Maintain branding while improving communication efficiency.
Terms & Conditions
Store standard or custom terms to auto-apply on documents. Ensures clarity in transactions and legal compliance.
Item Category & Account Mapping
Map item categories to respective accounts for automated entries. Simplifies ledger postings and improves accuracy in financial reports.
Expense Account Mapping
Link expense types to predefined accounts for consistent booking. Supports automated accounting and clear expense tracking.
Forex Standard Rates
Maintain daily or periodic foreign exchange (Forex) rates for currency conversion. Ensures accurate multi-currency transactions and reporting.
Budgets
Set financial targets and monitor actuals against them. Helps with planning, control, and performance analysis
Items & Categories
Organize inventory by defining items and categorizing them for streamlined operations. Supports accurate pricing, costing, and reporting.
Notifications & Reminders
Automate alerts for due dates, payments, tasks, and more. Keeps users informed and ensures timely actions.

Whiz Sales

Sales

Productivity

Whiz Express

CPQ

Supply Chain

Integrations

Whiz Synergy

Services

Finance

Whiz Sales

Sales

Productivity

Whiz Express

CPQ

Supply Chain

Integrations

Whiz Synergy

Services

Finance

Finance

Accounting

Smart Accounting with Whiz-Synergy

Accounts Receivable

Accounts Payable

Pay Your Bills

Bank, Cash, and Credit Cards

Fixed Assets & Depreciation

Legal Statements

Dashboards

Account Analysis

Masters & Setups

Useful Links

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