Financial Services

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

Financial Services

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.

Increased control

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

Streamlined operations

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

Financial Services solutions

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus varius tellus ut viverra tincidunt. Nulla facilisi. Nullam rhoncus magna et urna euismod, sit amet vehicula lectus lobortis

Ready to get started?

Find out how we can help your business today.

Get a 360 view of your business

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

Financial Services solution
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.

Invoicing

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

What our customers
have to say about us

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus varius tellus ut viverra tincidunt. Nulla facilisi. Nullam rhoncus magna et urna euismod, sit amet vehicula lectus lobortis

Industries we serve

One of the reasons why Techsol is a trusted partner for many businesses is that we have extensive experience and expertise in various industries. We understand the specific challenges and opportunities that each industry faces, and we tailor our solutions accordingly.

Whether you are in finance, retail, manufacturing, or other sectors, we can help you leverage the power of technology to achieve your goals.

Industry insights

Ready to
get started?

If you are looking for a reliable and experienced partner to help you transform your business with digital solutions, you have come to the right place.

Whether you want to improve your customer experience, streamline your operations, or enhance your productivity, we can help you achieve your digital transformation goals.

Fill out the contact form and we will get back to you as soon as possible.