Accounting records
Work with the chart of accounts, accounting entries and available financial reports.
Ooctal Business Platform • Finance & Accounting
Finance & Accounting
Bring bookkeeping and everyday accounting together with the invoices, payments, expenses and purchases that support it. Ooctal finance workflows include accounting entries, financial reports and bank reconciliation. Tax and statutory requirements depend on your country and configuration.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Invoices and expenses
Review customer invoices, payments and expense workflows alongside finance.
Bank Reconciliation
Use the reconciliation workflow and verify statement handling for your bank setup.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
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