Accounting Software for Financial Services

Many financial services organisations share the familiar challenge of accessing consolidated group-level reports to aid multi-entity accounting.

With powerful multi-dimensional reporting tools, Xledger provides enhanced insight to analyse and drive multi-entity profitability, enabling your business to transform and scale. Our consolidated reporting and configurable business intelligence (BI) dashboards give you better visibility at a group level to improve cash flow and business insights.

We offer advanced native functionalities for project accounting, workflow, billing and invoicing, along with flexible integrations for common external applications.

Is your financial services organisation experiencing these challenges?

• Recognising or measuring financial assets and liabilities under IFRS 9

• Needing extra functionality to record revenue correctly

• Assigning too many resources to manual processes

• Spending too long on financial reporting and audits

Real-time insight

Our ERP software enables you to view your projects in real time for a 360-degree understanding of their profitability, with the ability to drill down and analyse the numbers at a transactional level. Get estimates for any project, at any stage, via our live self-serve dashboards configured to your requirements.

Automated processes

Xledger’s automated processes remove the need for day-to-day transactional and administrative tasks. Our automated, in-built OCR technology, integrated document management, machine learning, and in-system payment approvals speed up workflows, and create more time for planning and project management.

Personalised support and consultancy

Xledger provides every customer with personalised support from onboarding through to Go-Live and beyond. We believe support is just as important as our software, and our accountancy-trained support consultants ensure seamless implementations and support, shown in our 97% customer satisfaction rate.

Why Xledger for the Financial Services sector?

Our Open API offers seamless integrations with a variety of wealth management systems, creating a single source of truth for a company’s financial data. Xledger helps financial services organisations increase cash flow, maximise profits, and grow without limits.

We serve the Financial Services industry with:

• Anytime, anywhere, any-device access 
• Easily adding and maintaining a new entity or SPV under the group structure

• Seamless custom and native integrations for greater system connectivity

• Full visibility of real-time data and insight via role-based dashboards

• Multi-entity accounting capabilities for group-level reporting

• Full and transparent audit trails

• Automated workflow for various processes including invoicing, billing, expenses, and purchase orders

• Support across multiple languages and most global currencies

Xledger’s advanced multi-tenanted, true-cloud ERP for financial services empowers your organisation through automation, insight, and scalability. With a user-driven and consultative implementation process and no requirement for new IT infrastructure, you can grow your business without expanding your back office.