Finance
Books that keep themselves as the office works, and close at month end without a rebuild.
Used by accountants and the owner.
14-day free trial of the Growth plan, no card needed.
What it does
- A ledger that fills itself
- Receipts, refunds, cheques, commissions and supplier and salary payments post double-entry journals as they happen.
- Nothing is edited after posting
- A posted entry is never changed or deleted. A correction is a reversal and a new entry, both in the audit trail.
- Chart of accounts and bank books
- A developer’s chart of accounts to start from, with account ledgers and bank and cash books with running balances.
- Bank reconciliation
- Import a bank statement from CSV or Excel. Plotler matches what it can, you match the rest, and the reconciliation report lists what is outstanding.
- Journals with approval
- Manual journals post at once within your limit and go for approval above it.
- Period close
- Close each month with a checklist. Reopening a closed month needs the owner’s approval.
- Financial reports
- Trial balance, profit and loss and balance sheet for any dates and project, with checks that they tie out, and sub-ledgers for customers, brokers and suppliers.
- Exports for your accountant
- Reports and ledgers to Excel, and journals to QuickBooks Online (CSV) or QuickBooks Desktop (IIF). A nightly check flags anything in the ledger that does not add up.
Who uses it
Accountants
Reconcile the bank, post journals, close the month and prepare the reports.
Auditors
Read the books, journals and the audit log.
The owner
Approves journals above the limit and reopening of closed months, and reads the reports.
Built for Pakistan
- Rupees throughout
- Every amount in the ledger and the reports is in PKR.
- Withholding tax codes
- Your own tax codes with dated rates, used on commission and supplier payments.
Which plans include it
Finance and accounting
In every plan.
Works with
Collections
Instalment schedules, reminders before and after the due date, pay links, promises to pay and the aging of every account.
Payables and payroll
Supplier bills and payments approved by value, withholding tax, staff records, attendance, leave and the monthly salary run.
Analytics
Profitability by project, booking cohorts, inventory and discounts, and management reports on a schedule.
See it working on a demo workspace
We will walk your team through Plotler on a demo workspace, with the projects, buyers and figures a developer works with every day.
14-day free trial of the Growth plan, no card needed.