Every module a finance team needs
Purpose-built modules that connect to the same ledger — so invoices, payments, and tax documents reconcile automatically, without extra spreadsheets.
One source of truth for every client
Clients & CRM
Keep contacts, entity data, NPWP, engagement history, and activity in a single client profile — so anyone on the team can pick up where the last person left off.
- Centralized client and contact records
- Entity data and tax identifiers (NPWP) in one place
- Per-client engagement and document history
- Account-scoped data — each firm sees only its own clients
Turn work orders into recurring revenue
SPK & Billing schedules
Convert an SPK (work order) into a recurring billing schedule automatically. Milestones, periods, and amounts are tracked for you — no manual re-entry, no missed invoices.
- SPK-to-invoice automation
- Recurring and milestone-based billing schedules
- Outstanding invoice calendar by client and month
- Configurable numbering formats for SPK and invoices
Compliant, branded, and always reconciled
Invoices
Generate branded invoices with discounts, PPh withholding, materai, and terbilang handled automatically. Paid status syncs live, and every invoice posts the right journal entries to your ledger.
- Automatic discounts, PPh 23 withholding, materai, and terbilang
- Customizable invoice print and PDF layout (Format Faktur)
- Live paid/unpaid status with payment application
- Double-entry postings to the ledger on every invoice and payment
Coretax-ready tax documents
Faktur Pajak & Tax Center
Prepare Faktur Pajak and other tax documents in a Coretax-ready format, and handle yearly filings without leaving the platform — built specifically for Indonesian tax regulations.
- Faktur Pajak generation in Coretax-compatible format
- Tax document management and yearly filing prep
- PPh withholding tracked end to end
- Built for current Indonesian tax rules
Audit-ready numbers, straight from the ledger
Reports & financial statements
Neraca, laba rugi, and neraca saldo are generated directly from your ledger, so they are always current and always reconcile — no exporting to spreadsheets to close the books.
- Neraca (balance sheet), laba rugi (income statement), neraca saldo (trial balance)
- Generated live from double-entry ledger postings
- Report exports for auditors and stakeholders
- Every figure traceable back to its source document
Answers without digging through modules
AI Assistant
Ask about a client, a filing, or a report and get grounded answers in seconds. The assistant works across your data so you spend less time hunting and more time deciding.
- Natural-language questions about your finance data
- Grounded, per-account answers
- Available anywhere in the app
- No prompt engineering required
Looking for a specific answer? Read the FAQ.
Bring your engagements, billing, and tax filings together
Start your free trial today — set up takes minutes, no credit card required.