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Cloud-Based ERP For
Financial Services

Automate finance operations by implementing financial module to run and consolidate data and functions in one streamlined ERP software solution. In this cut-throat market, financial services operations including payrolls, financial advisory, insurance, etc., need a highly compatible and effective digital solution that supports end-to-end encryption and allow automate financial activity in the business. That can only happen with Captal’s offered ERP solution.

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Set The Benchmark Of Your Financial Services And Roll Out With Automated Processing.

Responsible for seamless operation

Help to grow your business

Resolve problem with cashflow

Built-in work flow that save time

ERP modules for financial services companies

On-board ERP in Banking Sector

Today’s most wanted banking sectors need extensive technology to streamline transactions to be a global financial services provider. By implementing industry-specific ERP software, banking sectors can leverage data-driven intelligence, quick decision-making, financial insight, risk control, live operations monitoring, and business process improvements.
Get The Unified Financial ERP Module & CRM Solution
on-board-erp-banking
profit-tracking

Allocate your gainings

Profit Tracking Analysis

The profit tracker gives a company an overview of how well its finances are doing overall and how they are being used. Our ERP software helps financial services firms to track the profitability spike against your investment in market stocks. Using our ERP, you can forecast the return on investment, track records, measure transaction and expense data, and much more.

Manage creditors

Better Control On Accounts Payable

Now, financial services firms can reduce human error and save time and money by automating accounts payable. Our finance service ERP processes vendor invoices and other financial transactions swiftly. Our team can help integrate payables data with its purchasing system, which is core finance or in a distinct purchasing or procurement module.
account-payable
centralized-financial

Centralize Financial And Accounting Functions

Discover automated ways to run various operations in one centralized system along with CRM integration. Our unified ERP solution along with easy-to-integrate CRM controls and manage different functions with accuracy and precision.

Get the best business insights

Insightful Dashboards

Making data-driven decisions and financial projections for a business is now possible through reporting and analyzing ERP financial data insights. We have built a massive and detailed dashboard showing real and anticipated revenue, costs, and other financial services data. Managers can comprehend the company’s financial health more rapidly by graphically presented data reporting.
insightful
country-region-wise

Audit and assurance

Country or Region-wise Taxation

Easy to manage taxation in the financial services industry throughout the world. This feature keeps track of taxation and offers tax reporting and auditing capabilities. It enables a company to compile all its financial papers’ tax information into a single repository. Additionally, it produces the reports an organization needs to submit its taxes with zero errors.

Get a comprehensive view with Captals

We are a one-stop solution to provide a consolidated version of ERP and CRM solution to manage and control business workforce and workflows.
Our solution ensures a crystal clear view of data without any duplication and human errors across all flows of information.
Easy solution for tracking and monitoring financial information with a safe and secure ecosystem and in depth analysis of budget forecasting.
Our main focus is to automate business workflows with greater efficiency, fasten productivity, and secure data repository.
Captals ERP provides detailed overview about the business progress to identify setbacks and suggest improvements to make informed decisions.

We set ERP standards to outgrow your business by managing the technical implementation, rollout, and employee expectations

Ready To Unify Your Business Dynamics?

Let’s Start From Today

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    FAQ's

    Captals ERP Solution provides real-time financial data and advanced reporting tools, enhancing accuracy and efficiency in financial reporting.
    Captals ERP Solution offers robust security measures, including encryption, access controls, and regular security updates to protect sensitive financial data.
    The solution provides comprehensive insights and real-time analytics, enabling informed and strategic decision-making.
    It offers advanced forecasting tools and scenario analysis to support accurate financial planning and projections.

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