|✓||Configure your sales and purchase cycles and provide controlled access to your teams to manage daily transactions|
|✓||Scan documents with your phone to record bills, expenses and purchase invoices|
|✓||Connect to over 10,000 banks for faster bank reconciliation|
|✓||Multi-currency transactions in over 110 currencies with forex gain/loss calculations|
|✓||Manage your finances the way you want, with job accounting, project accounting, or cost-centre accounting|
|✓||Advanced inventory management with serial , batch, bill of materials, multiple warehouses, stock transfers & adjustments and more|
|✓||Built-in financial and business reports which can be sliced and diced as you need for better insights and decisions|
|✓||Complete audit trail to keep a track of all accounting, financial and transactional activities|
With ready-to-use connections to over 2,000 apps, and built-in work- flow automation engine, you can run your business the way you want.
You have full access to the selected product and plan features during the 15 days. You can invite your team-mates and other users to be a part of the trial w/o restrictions.
Don’t worry, we will remind you when your trial is about to end. You can choose to subscribe to any available plan and enter payment details for the account to remain active. In case you choose not to subscribe within the trial period, the individual products will be inaccessible. You will still be able to go the Admin section and can choose to subscribe for any available plan and it will give you the appropriate access.
The payment frequency will depend on the subscription contract you choose. We have two options, Annual and Monthly. If you go for an annual subscription, you will get an immediate 20% off and will have to renew only after the annual subscription period is over. If you go for a monthly subscription, the payment will be charged each month.
You can upgrade/change any time and we will adjust the difference. Please note that if you are moving to a lower plan, you may end up losing access to some of your data/features that may be available only in the higher plans.
A User is anyone who can access the system. A user can be a power user or a free user. Power Users are users with advanced access rights in the system. e.g. access to add/edit/delete other users, approving leaves, approving expenses, accessing financial reports. Free users are users with controlled access rights e.g. They can create and send invoices, they can manage deals, contacts, and can apply for leaves, expense reimbursements, and view their paystubs/payslips.
There is no limit, yes, no limit on adding free users to Deskera Books and Deskera CRM. The number of free users/employees that can be added to Deskera HRIS are 15 for the Startup plan, 30 for Essentials Plan and 100 for Pro plans. If you need to add more than 100 employees for payroll, please contact us.
You can cancel a monthly subscription any time. The account will become inactive at the end of the billing cycle, so you have sufficient time to transfer or download any data.
We have email and chat support available for you. You can either send an email to our helpdesk email@example.com or chat live with us from within the system or from our website by using the chat icon in the bottom right corner.
We run daily webinars on running your business with Deskera. We show the system and its features in these interactive sessions that last for around 1 hr. Book one today to see how we can help you.
Statistics say that 7 out of 10 restaurants close after 3-5 years in business. Restaurants and cafes are a tough business to survive, and there are multiple reasons like location, competition, high staff turnover rates. Some of the biggest failures are attributed to incorrect pricing, lack of availability, an understanding of accurate numbers, and inadequate profit margins.
More often than not, restaurants need expert help and access to data to better understand numbers, expenses, inventory, and trends.
Deskera helps you run your restaurant/ cafe better. Designed to provide you the tools that get you a handle on your finances, people, and inventory.
It helps you make informed decisions.
Deskera books helps you keep a very tight leash on the inventory and stocks as we understand that inventory management is the key to running a smooth operation of a cafe, bar, or restaurant.
Cafes and restaurants which can’t keep tight control over the stock and inventory are likely to incur huge costs due to higher kitchen waste, ad-hoc purchases, theft, and pilferage.
Deskera dashboard provides you daily opening and closing reports of stock available, consumption, and each outlet’s stock requirement.
Deskera Books helps you manage stock in the kitchen, pantry, and other storage locations with ease. Real-time visibility to where your stocks are located currently helps you plan your operations better.
You can plan your purchase orders better for stock items that have low levels of inventory.
Employee theft is something that most restaurant owners encounter at one time or another. Deskera books provide you details of variance between the ideal stock that should be consumed during the day and the physical stock that is available at the end of the day. It helps you keep a check on theft and misappropriation in the kitchen.
Large numbers of suppliers often lead to difficulty in finding the right suppliers for your stock items. Manage all suppliers easily with Deskera and track purchase history with each one of them to keep track of suppliers, which offer you the best rates.
Deskera allows you to define attributes and custom fields at the supplier level to help you rate your suppliers based on your past transactions with them. This enables you to control your expenses and improve business performance over time.
You can get crucial business insights into your financial transactions by allowing you to analyze the revenue you earn per item. You get access to data that helps you identify which of your menu items earn you the most income and are fast selling.
Insightful reports help you identify the stock items that are selling the least, thereby making informed decisions about changing your menu regularly.
In a cafe/restaurant business, the customer is the king. It is critical to map and maintain customer data diligently. Deskera CRM helps you Capture details, maintain contacts, schedule outreach, and grow your business.
Deskera allows you to stay in touch with your customers regularly using our bulk email features. Simple things like Tracking your customer’s birthdays and anniversaries to share with them promotional offers and discounts.
Deskera tracks all customers and helps you analyze the sales pattern for your regular customers.
Deskera CRM allows you to create customized email templates to be shared with your customers. Share seasonal and festive promotional offers with your customers using our Bulk Email Campaign tool.
Schedule your email campaigns for important dates, helping you stay in touch with your customers regularly. Never miss out on an important date using our Schedule Email Campaigns feature.
Deskera helps you plan your future email campaigns and increase the number of repeat customers.
Deskera Books helps you automate your entire accounting process. Your daily transactions impact your financial statements on a real-time basis, which means your accounting reports and transactions are updated at all times. Deskera allows you to create Journal Entries, even while using our Mobile App offering you greater flexibility.
Your statutory returns are prepared automatically at the end of each taxation cycle helping you improve your accuracy in creating these returns forms. Moreover, it saves you a lot of time and effort to be able to fetch real-time taxation returns as per need.
Deskera offers a large number of reports which give crucial insights into your cafe/ Restaurant business. Access all reports, including financial reports online. View income statement, balance sheet, trial balance, cash flow statement, general ledger, and tax reports on your phone or desktop. Get detailed insight into your sales, purchase, and inventory. Splice your reports using defined custom fields.
Reconciling your accounts is the most important aspect of bookkeeping for cafes and restaurants. It is the only way to know if you have recorded and accounted for all the transactions associated with your restaurant and thus ensuring accurate financial statements of cash flow.
Reconciliations for restaurants and cafes can be a very tedious task.
Deskera makes bank reconciliations for restaurants/ cafes much simpler. It connects your chart of accounts to your bank and gets real-time bank balance in your system. Our intelligent reconciliation engine makes it even easier by suggesting matches based on the amount, party, and date.
Deskera offers the unique advantage to integrate with multiple channels and applications, helping you update the information seamlessly across all platforms via its Easy to Integrate capability.
Easily link up Deskera with your CRM tool or Attendance capturing devices with the Integration capabilities of Deskera Apps. Deskera offers a Marketplace with various inbuilt Integrations that can be directly used to integrate Deskera with other applications. We have made a strategic effort to ensure we offer Codeless Integration with different applications like Payment Gateways/Portals, Logistics Companies, eCommerce Platforms, Integration Platforms, etc, thereby further increasing the reach of our application.
In the post covid 19 world, e-Commerce is among the most attractive options for anyone who wants to start a retail business. Whether you are a solopreneur baker limited to a single city or a trader selling mass-produced niche products worldwide, e-commerce is the way to go.
At Deskera, We understand that while starting an e-commerce business offers multiple benefits like low overheads, less capital investment, and limited risk but it has its challenges like
• Offsite inventory and distribution
• Sales tax compliances
• Integration with selling platforms
• Managing multiple vendors
But Investing in the right software to run your business, however big or small, is key to enjoying the flexibility that the e-commerce industry offers. Deskera understands the e-commerce pain points and offers solutions that will help you run your e-commerce business better.
One major challenge for an e-Commerce shop owner is to integrate their eCommerce website with their accounting system.
eCommerce Shop owners can integrate their e-Commerce website with Deskera Books, allowing them to get real-time visibility of the number of orders they receive daily. Our 2-way integration keeps the stock availability updated on the eCommerce website.
Sync your orders received on your eCommerce website directly into Deskera Books and generate invoices instantly. The payments also get reflected immediately, which helps keep your financial statements updated at all times.
Deskera understands whether you have a single warehouse or multiple warehouses across locations- Tracking inventory is the biggest challenge a distribution business faces.
You can track stock and inventory along with the warehouse location with Deskera Books. You can define product attributes like color, size, brand, etc as per your segment’s need. Track reorder levels, serials & batches for your SKUs.
You can also add product images and barcodes to quickly scan the products in transactions and generate invoices & orders.
Maintain multiple warehouses and get instant reports on stock levels in each of the warehouses.
e-Commerce shop owners have a tough task updating stock or inventory availability on their website regularly as orders keep getting routinely fulfilled.
Deskera Books allows you to integrate your inventory on a real-time basis with your e-Commerce website, ensuring all stocks are updated instantly.
As an eCommerce business, you often need to manage the return requests coming from your customers.
It becomes a challenging task to track and reconcile financial transactions associated with the returns cycle with multiple customers and orders.
Ecommerce sellers can integrate the returns process with Deskera Books, thereby keeping the accounts up to date. You can track Invoices against which stock was returned using our sales return report and also track if the replaced goods were dispatched timely or not.
The inventory updates itself whenever you create a returns transaction.
You can import all your product masters from an excel file using our bulk import tool. Our integration capabilities ensure your eCommerce website is also able to list these products instantly.
Any changes made in existing products reflect on your website, which reduces redundancies and manual errors.
Sync all orders you get on your eCommerce website directly into Deskera Books. This keeps your books of accounts updated at all times. Your orders reflect instantly and the invoices get generated and uploaded on your eCommerce website directly as well.
Your customers are then able to fetch real-time updates from your website about their orders and download a copy of the invoice themselves.
You focus on orders, invoices, receipts, payments and selling your products online while Deskera takes care of all the accounting needed for compliance and reporting.
We do the heavy lifting behind the scenes so you can focus on running your business.
Deskera offers a taxation compliant solution that allows you to generate tax-compliant invoices and quickly prepare taxation returns at the end of each taxation cycle.
The returns are in a ready to consume format, which means you can utilize them to file them on the Govt Portals directly.
Easily adjust your invoices and bills when needed with credit and debit notes.
Create credit and debit notes when necessary for your customers and suppliers. Apply credit and debit notes against invoices and bills in one click to knock off outstanding amounts.
All the accounting entries are made automatically so you can focus on your business.
Know the financial health of your organization by being updated with real-time accounting and inventory reports. Access balance sheet, P&L statement, purchase & sales-related reports with advanced filters. These advanced filters allow you to fetch cost center wise, region-wise, or sales team-wise performance reports with the help of custom fields.
Access these reports on the mobile app while on the go at the touch of a button.
You want to take care of accounting, billing, inventory, payroll, attendance and banking. Why choose different software when one can do it all for you?.
Deskera software interface is designed to be user-friendly. You can pick it up in just a couple of hours and you are ready to run your business more efficiently than ever before.
Our system ensures that we are always compliant with the local and global regulatory standards so that your business stays compliant as well.
Stay informed and be in control of your cash-flow activities in one unified view from the dashboard.
Raise business productivity with the right tools deployed.
Easily access and gather all your important business information quickly with real-time data from the online dashboard.
Keep track of all your invoices in one place and enjoy faster payment processes.
Manage your business anytime, anywhere and stay ahead of the competition with information in your finger tips.
With third party app integration, our system allows you to manage and helps you keep track of the numbers that matter from the different points of your business.
Instant access to your business performance on the move.
Dashboard reporting gives you an instant view of your business health.
Simplify the way you keep track of your business progress. Deskera’s system will automatically update and tidy up all your important business information and create a well-organized flow in real-time
We want you to focus on bringing revenue to your business while we take care of everything that requires it to run smoothly.
Monitor your inventory and customer orders on the go.
Simple and easy to understand data visualisation reporting to assist you in your business decisions making.
The primary revenue source for retail business is supplying products to end customers, meeting their rising and changing demands. Retail units that are still managing their business with traditional accounting and inventory practices often struggle to keep up with the accounting volume and finance records. Retail is a tricky business, You might have the best product, but your business can fall prey to any of the following retail business impediments
• Cash crunch
• Inventory mismanagement
• Failure to manage gross margin
• No control over expenses
• Balance sheet going out of control
All these retail issues mainly happen due to accounting, financials, and inventory mismanagement.We at Deskera understand the retail business, our software is designed to give you a view of all your operations- inventory, orders, warehouses, accounting, fulfillment, shipping, purchasing, suppliers, POS, and CRM in one centralized system.
It helps you avoid errors from manual processes, sync delays, or lost data from disjointed systems.
Designed especially for small and growing businesses, Deskera provides a plethora of features that especially suit your retail Business and help you run your business better.
Updated inventory is the key to any retail business. Deskera understands whether you have a single warehouse or multiple warehouses across locations- Tracking Inventory is the biggest challenge a Retail business faces.
You can track stock and inventory along with the Warehouse location with Deskera Books. You can define product attributes like Color, Size, Brand, etc, as per your segment’s need. Track Reorder Levels, Serials & Batches for your SKUs.
You can also add product images and barcodes to quickly scan the products in Transactions and generate invoices & orders.
Maintain multiple Warehouses and get instant reports on Stock Levels in each of the Warehouses, which is also accessible via our Mobile App. Retailers can keep track of the Stock Movement to find out the Fast Moving and Slow Moving products.
Distributors can create purchase orders and email them directly to the Vendors with Deskera Books. Track the status of each of the purchase orders to find out if goods have been delivered.
Monitor your Purchase Cycle by raising purchase bills and if payments have been made against them or not. Raise Purchase Returns and Debit notes swiftly by linking them with the Purchase Invoices.
Manage advance payments made to Vendors and link them with Purchase Bills to track the entire Purchase Cycle in a single place..
Know the financial health of your organization by being updated with Real-Time Accounting and Inventory reports. Access Balance Sheet, P&L Statement, Purchase & Sales related reports with advanced filters. These advanced filters allow you to fetch Cost Center wise, Region-wise, or Sales Team-wise performance reports with the help of custom fields.
Access these reports on the Mobile App while on the go at the touch of a button.
Retailers can automate their invoicing process and customize their Invoice Templates using Deskera Invoices.
Retailers can generate invoices for clients quickly. You can use the Mobile App to create Quotations and convert them into Invoices when swiftly required.
Deskera books let retailers track the Delivery for these Invoices by integrating them with the Logistics and Shipping Companies like FedEx, USPS, and many others.
Get notified of any shortfall in inventory while creating estimates/quotations or invoices.
Create a backorder immediately in one click and get notified when you have received the goods.
Fulfill all your orders on time and never fall short on inventory.
If your retail Business operates on a regional or global level, you need to be up to date with local and international tax regulations.
Deskera software helps you sort this by being 100% statutory compliant with all states in The US and almost all countries globally. It will always depict the right tax for your retail Business and Manage your complete accounting as per the region’s guidelines. It helps you generate Tax Compliant Invoices and Monthly returns hassle-free.
The Tax Returns are created automatically at the end of the Tax Period and are in a form that can be directly uploaded on Government Portals.
You can connect your chart of accounts to your bank and get real-time bank balance in your system.
Use bank feeds to compare and reconcile against deposits and expenses in the system.
Our intelligent reconciliation engine makes it even easier by suggesting matches based on the amount, party, and date.
The bank reconciliation takes place within minutes and also helps in finding out the missing transactions.
Managing the contacts of suppliers and customers is a critical task for the retail business. Deskera helps you maintain all your contacts in one centralized location. This gives you easy access to all their details anywhere, anytime.
Track your Outstandings from your Customers at the touch of a button. Aged Receivables report is generated on a real-time basis. In addition to that, each invoice reflects its Due Days on the Sales Dashboard.
Keep track of your payables and make payments on time to your Vendors using our Aged Payables report. The Purchase Dashboard reflects Due Days against each Bill. Use our Mobile App to pass payment Vouchers quickly.
Deskera allows you to assign Barcodes to all your product masters. Assign Barcodes by scanning the Barcode and then fetch Products instantly while making transactions using the mobile app.
Barcoding helps save time and generate Invoices quickly. It will help you automate Invoicing and improve efficiency significantly.
Barcoding also helps during the Pick-Pack-Ship process, in the Pick Step to reconcile the products being Picked against the quote or invoice
You can manage almost all your Business on the go with the Mobile app.
Generate Invoices and Orders quickly from the Mobile app and share them with the stakeholders. Print the transactions directly from the Mobile App and attach Files or Images with transactions.
The mobile app also allows you to add multiple branches of your Business and maintain books of accounts separately for each of the branches. View reports while On the Go on your Mobile and take necessary actions
You can integrate your Retail Accounting System with multiple channels and applications with the Deskera solution. This helps update the information seamlessly across all platforms via its Easy to Integrate capability.
Deskera offers a Marketplace with various inbuilt Integrations that can be directly used to integrate Deskera with other applications. We have made a strategic effort to ensure we offer Codeless Integration with different applications like Payment Gateways/Portals, Logistics Companies, eCommerce Platforms, Integration Platforms, etc. of our application.
Maintain exchange rates for over 110 currencies using Deskera Books. Choose to get daily, weekly, or monthly currency exchange updates. Create your invoices and bills in multiple currencies. Get a forex gain/loss report.
Pick Pack Ship
Credit & Debit Notes
Quotations / Estimates
Send invoices you’re proud of. Deskera makes it easy to create and send professional, beautiful invoices. Start with invoice templates, add your logo and branding, and you’re good to go.
Your customers will be impressed, and you will get paid faster!