General Ledger

Rootstock’s highly automated General Ledger records and reports on current data helping you to understand the financial performance of your business. Using Rootstock’s in built tools you can create custom reports and user dashboards with real time data in actionable formats; allowing process owners to make immediate decisions. Monitor the profitability, cash flow and overall health of your business from anywhere at any time using Rootstock’s flexible, browser based interface.

  • Flexible, and friendly chart of accounts setup
  • Customisable reporting dimensions
  • Create budgets for accounts, projects, divisions and dimensions
  • Support for many companies, divisions currencies
  • Automated consolidation

Accounts Payable

Manage your supplier relationships, making sure you pay key suppliers in a timely manner and use approval workflows to automate the accounts payable process to save your team hours of tedious admin.

  • Deep dive capability into Purchase Orders, Requisitions and Delivery receipts
  • Automated approval workflow to save you time
  • Flexible payments including scheduled, one off and electronic
  • Automated bank reconciliation
  • Multi-currency payments

“Rootstock has become a one-stop-shop for its customers, especially with the addition of the Financials module. Rootstock’s native Salesforce integration is a significant differentiator.”

– Seth Lippincott, Analyst, Nucleus Research, Inc.

Accounts Receivable

Single or Multi company management of customer accounts and invoicing. Enables organisations to manage the receipt of payments in, as well as reporting out on the aged debtor balances at any one time, as well as aiding the production of customer account statements.

Combining Salesforce CRM with Rootstock financials provides a 360 degree view of your customer interactions across your full business lifecycle

  • Create invoices right first time and post to the General Ledger immediately
  • Real-time visibility of customer aging and cash flow
  • Drill down to operations to see sales orders, shipments, invoices and subscription billing
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