Banking Solution

Smart budget management and control systems for financial institutions.

Budget Management and Control

Help large financial institutions and banks plan, control, and audit their project budgets with maximum efficiency.

  • Budget Cards (Budget Code Attributes): Create annual budgets, transfer funds, and adjust budget details throughout the year.
  • Real-time Tracking: Instantly monitor budget bookings, cancellations, and usage history.
  • Expense Audit: Maintain a transparent and audit-ready history for maximum compliance.
Budget Management Diagram

PR-PO Integration with Email Approvals

Seamlessly integrate Purchase Requisitions and Purchase Orders into internal corporate communication workflows.

  • Detailed Budgets: Displays product codes, budget codes, quantity, unit price, VAT, and remaining balance.
  • Approve via Email: Approvers can click Approve, Reject, or Return directly from their email inbox, cutting approval times in half.
  • Audit Trail: Logs approval sequences, names, timestamps, and feedback for compliance audit reporting.
PR-PO Flow Screen Mockup