MoneyFacts · Features

Everything your books need, and nothing they don't.

15 interactive features showcase the complete MoneyFacts experience. Try them right here.

Accounting Foundation

Every transaction in your real-time ledger

Watch debits and credits flow in as you record transactions. Your general ledger always stays perfectly balanced, with drill-down into any account.

  • Multi-currency accounts
  • Automated journal entries
  • Complete audit trail
Accounting Foundation
Every transaction in real-time ledger
Live
Day BookDr = Cr
DateAccountDrCr
24 JunBank AccountOpening balance2,50,000
24 JunAccounts ReceivableInvoice MKT-INV-00301,25,600
24 JunSales RevenueSale of goods1,25,600
25 JunBank AccountPayment received85,200
25 JunAccounts ReceivablePartial payment85,200
25 JunMaterial ExpensePurchase of materials45,000
Total5,05,8002,10,800

Watch debits and credits flow in real-time as you record transactions. Your general ledger always stays balanced.

Financial Statements

Profit & Loss that updates as you work

Your P&L statement is always current. Compare periods, drill into any line item, export to Excel in seconds.

  • Real-time calculations
  • Period comparisons
  • Custom date ranges
Financial Statements
Profit & Loss, always current
Auto-Generated
Income
Sales Revenue
₹0
Service Income
₹0
Other Income
₹0
Total Income₹0
Expenses
Material Expenses
₹0
Salaries & Wages
₹0
Utilities & Rent
₹0
Depreciation
₹0
Other Expenses
₹0
Total Expenses₹0
Net Profit₹0

Your P&L statement updates as you record transactions. Compare periods, drill into any line item.

Financial Health

Complete balance sheet snapshot

Assets, liabilities, and equity always in balance. See your complete financial position updated in real-time as transactions occur.

  • Current & fixed assets
  • Liability breakdown
  • Equity tracking
Financial Health
Complete balance sheet snapshot
Real-time
Assets
Current Assets
₹0
Cash & Bank
₹0
Accounts Receivable
₹0
Inventory
₹0
Fixed Assets
₹0
Property & Equipment
₹0
Accumulated Depreciation
₹0
Total Assets₹0
Liabilities & Equity
Current Liabilities
₹0
Accounts Payable
₹0
Short-term Loans
₹0
Equity
₹0
Share Capital
₹0
Retained Earnings
₹0
Total Liabilities & Equity₹0

Assets always match liabilities plus equity. Track your complete financial position at a glance.

Cash Management

Track every rupee of cash movement

See operating, investing, and financing cash flows. Know where your cash goes and forecast future liquidity.

  • Operating cash flow
  • Investment tracking
  • Financing activities
Cash Management
Track every rupee of cash movement
Calculated
Operating
Net Profit
₹0
Depreciation
₹0
Working Capital Change
₹0
Total Operating₹0
Investing & Financing
Equipment Purchase
₹0
Loan Repayment
₹0
Share Investment
₹0
Total Investing & Financing₹0
Net Cash Flow₹0

See cash flows from operations, investments, and financing in one view. Know where your cash goes.

Sales Pipeline

Track orders from quote to delivery

Create sales orders, confirm them, and track through fulfillment. Know exactly what's in progress, delivered, or pending.

  • Order status tracking
  • Item-level details
  • Real-time updates
Sales Pipeline
Track orders from quote to delivery
4 Active
SO-2024-001
Sharma Industries · 3 items
125k
Delivered
SO-2024-002
Rajesh Trading · 5 items
288k
In Transit
SO-2024-003
Global Imports · 2 items
95k
Processing
SO-2024-004
Metro Supplies · 4 items
156k
Confirmed

Create, confirm, and track every sales order. See real-time status updates.

Stock Control

Multi-location inventory at a glance

Track stock levels across warehouses. Get automatic alerts when inventory falls below reorder points.

  • Location-wise tracking
  • Reorder point alerts
  • Stock status visibility
Stock Control
Multi-location inventory at a glance
Live
ProductStockStatus
STL-BR-001
Steel Bracket A-12
245
Target: 100
PWD-SVC-002
Powder Coat Service
32
Target: 50
M8-FAST-003
M8 Fasteners Box
8
Target: 25
ALUM-ROD-004
Aluminum Rod 10mm
156
Target: 50

Track stock levels across warehouses. Get alerts when inventory falls below reorder points.

Cost Management

Track and approve every expense

Submit expenses with receipts. Route through multi-level approvals. Track spending by category and department.

  • Receipt attachment
  • Multi-level approval
  • Category tracking
Cost Management
Track and approve every expense
₹28.95k
Office supplies purchase
EXP-2024-089 · Supplies
3500
Approved
Client dinner meeting
EXP-2024-090 · Travel
4200
Pending
Equipment maintenance
EXP-2024-091 · Maintenance
12500
Approved
Travel - Mumbai visit
EXP-2024-088 · Travel
8750
Approved

Submit expenses with receipts. Route through multi-level approvals. Track spending by category.

Customer Relations

Centralized customer database

Manage contact details, credit limits, and payment history for every customer. See balances and credit utilization at a glance.

  • Credit limit management
  • Payment tracking
  • City & contact info
Customer Relations
Centralized customer database
4 Customers
Sharma Industries Pvt. Ltd
Mumbai · CUST-001
126k
Limit: ₹300k
Active
Rajesh Trading Company
Delhi · CUST-002
45k
Limit: ₹200k
Active
Global Imports & Exports
Bangalore · CUST-003
0k
Limit: ₹500k
Active
Metro Supplies Ltd
Pune · CUST-004
90k
Limit: ₹250k
Inactive

Manage contact details, credit limits, and payment history for every customer.

Procurement

Manage supplier orders end-to-end

Create POs, track shipments, receive goods, and match invoices. Complete visibility into your procurement pipeline.

  • Order status tracking
  • Receipt matching
  • Invoice verification
Procurement
Manage supplier orders end-to-end
4 Open
PO-2024-156
Steel Suppliers Inc · 4 line items
285k
Received
PO-2024-157
Machinery Imports Ltd · 2 line items
450k
Confirmed
PO-2024-158
Raw Materials Co · 6 line items
125k
In Transit
PO-2024-159
Chemical Suppliers · 3 line items
95k
Draft

Create POs, track shipments, and match invoices to purchase receipts.

Manufacturing

Production orders with BOM tracking

Create production orders from sales, track components, and monitor work-in-progress. Manage assembly and subcontracting.

  • BOM component tracking
  • Progress monitoring
  • WIP inventory
Manufacturing
Production orders with BOM tracking
Live
MFG-2024-45
Steel Bracket Assembly A-12
120/150
80%
In Progress
MFG-2024-46
Custom Powder Coat Job
75/75
100%
Completed
MFG-2024-47
M8 Fastener Packaging
320/500
64%
In Progress
MFG-2024-48
Aluminum Rod Cutting
0/250
0%
Scheduled

Create production orders from sales. Track BOM components and work-in-progress inventory.

Verification

Trial balance ensures accuracy

Verify that all journal entries are perfectly balanced. Debits must equal credits. Catch errors immediately.

  • Debit/credit verification
  • Balance status
  • Account-wise view
Verification
Trial balance ensures accuracy
Unbalanced
AccountDebitCredit
Bank Account₹450k
Accounts Receivable₹325k
Inventory₹280k
Equipment₹850k
Accounts Payable₹185k
Sales Revenue₹425k
Expenses₹362k
Capital₹800k
Total2267k1410k

Verify that all journal entries are balanced. Debits must equal credits.

Business Intelligence

Key financial metrics at a glance

Auto-calculated ratios show business health. Compare against targets, benchmarks, and historical data.

  • Profit margins
  • Liquidity ratios
  • ROI metrics
Business Intelligence
Key financial metrics at a glance
Real-time
Gross Profit Margin
52.3%
Target: 50% Good
Current Ratio
2.48x
Target: 1.5x Good
Debt-to-Equity
0.42x
Target: 1.0x Good
Inventory Turnover
4.2x
Target: 4.0x Good
Days Sales Outstanding
18 days
Target: 30 days Good
Return on Assets
15.8%
Target: 12% Good

Auto-calculated metrics show business health. Compare against targets and historical data.

Collections

Receivables aging analysis

Track which invoices are overdue. Send reminders and manage collections proactively with aging buckets.

  • Aging analysis
  • DSO tracking
  • Collection reminders
Collections
Receivables aging analysis
₹531k
Current (0-30)
245k (45%)
30-60 Days
156k (29%)
60-90 Days
95k (17%)
90+ Days
35k (9%)
Days Sales Outstanding (DSO)
18 days
Average time to collect payment

Track which invoices are overdue. Send reminders and manage collections proactively.

Billing & GST

GST invoices that resolve the tax for you

Bump a quantity or toggle GST and CGST, SGST and the grand total recompute instantly, exactly as they do in the product.

  • HSN-wise tax slabs
  • Intra and inter-state GST
  • e-Invoice ready
GST invoicing
Watch the tax resolve as you build
Try it
Tax Invoice
Sharma Industries Pvt. Ltd.
Place of Supply · Maharashtra (27)
MKT-INV-0030
24 Jun 2026
Item · HSNQtyRateAmount
Steel Bracket A-12HSN 7308 · NOS · GST 18%1,0500
Powder Coat ServiceHSN 9988 · JOB · GST 18%6,5000
M8 Fasteners (box)HSN 7318 · BOX · GST 12%3200
Subtotal0
Taxable Value0
CGST0
SGST0
Total Tax0
Grand Total0

Tap a quantity to add a unit, or flip GST. CGST, SGST and the grand total recompute live, with the intra-state tax split down the middle.

One-click conversion

Challan or estimate to tax invoice

Goods delivered or a quote accepted? Convert to a GST invoice in a single click, with the tax added automatically.

  • Delivery challan to invoice
  • Estimate to invoice
  • No re-keying
Challan → Invoice
Goods delivered? Bill them in one click.
MoneyFacts
GSTIN 27ABCDE1234F1Z5
Tax Invoice
INV-2024-0312
24 Jun 2024
Supplier
MoneyFacts Mfg. Co.
Pune, Maharashtra (27)
Buyer
Sharma Industries Pvt. Ltd.
Nashik · GSTIN 27AAFCS…
Item · HSNQtyRateAmount
CNC Machined Flange
HSN 8466
251,48037,000
MS Hex Bar 20mm
HSN 7228
60925,520
Anodizing Service
HSN 9988
14,2004,200
Taxable₹46,720
CGST 9%₹4,205
SGST 9%₹4,205
Grand Total₹55,130
MoneyFacts
GSTIN 27ABCDE1234F1Z5
Delivery Challan
DC-2024-0188
24 Jun 2024
Supplier
MoneyFacts Mfg. Co.
Pune, Maharashtra (27)
Buyer
Sharma Industries Pvt. Ltd.
Nashik · GSTIN 27AAFCS…
Item · HSNQtyRateAmount
CNC Machined Flange
HSN 8466
251,48037,000
MS Hex Bar 20mm
HSN 7228
60925,520
Anodizing Service
HSN 9988
14,2004,200
Sub Total₹46,720
Total Qty86
Estimate → Invoice
Quote accepted? Turn it into a tax invoice.
MoneyFacts
GSTIN 27ABCDE1234F1Z5
Tax Invoice
INV-2024-0312
24 Jun 2024
Supplier
MoneyFacts Mfg. Co.
Pune, Maharashtra (27)
Buyer
Sharma Industries Pvt. Ltd.
Nashik · GSTIN 27AAFCS…
Item · HSNQtyRateAmount
CNC Machined Flange
HSN 8466
251,48037,000
MS Hex Bar 20mm
HSN 7228
60925,520
Anodizing Service
HSN 9988
14,2004,200
Taxable₹46,720
CGST 9%₹4,205
SGST 9%₹4,205
Grand Total₹55,130
MoneyFacts
GSTIN 27ABCDE1234F1Z5
Estimate / Quotation
EST-2024-0421
24 Jun 2024
Supplier
MoneyFacts Mfg. Co.
Pune, Maharashtra (27)
Buyer
Sharma Industries Pvt. Ltd.
Nashik · GSTIN 27AAFCS…
Item · HSNQtyRateAmount
CNC Machined Flange
HSN 8466
251,48037,000
MS Hex Bar 20mm
HSN 7228
60925,520
Anodizing Service
HSN 9988
14,2004,200
Sub Total₹46,720
Valid 15 days₹46,720

e-Way Bill

Raise the e-Way Bill without leaving MoneyFacts

Generate a compliant e-Way Bill straight from an invoice or challan, with Part A and Part B handled for you.

  • Generated from the invoice
  • GST portal format
  • Part A and Part B
E-Way Bill
Generate the GST e-way bill, without leaving MoneyFacts
No E-Way Bill yet
Coming soon

Try every feature free for 15 days

No credit card, no installs. Start with billing from ₹299 a month and move up whenever you grow.