Exchequer

Accounting Software

In today’s complex landscape, many organisations struggle to gain complete control over their financial accounting. Ageing technology, disparate systems and limited budgets and funding make it a challenge for finance teams to do more with less and break away from how it’s always been done. Exchequer is our financial accounting solution designed to remove those barriers for finance teams and enable organisations to grow.

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Understanding key issues

CHALLENGES

Duplication of effort

Financial data is often stored across multiple, disparate systems which means team members spend time duplicating effort on tasks that are unnecessary.

Lack of effective reporting

Finance teams are unable to report on data within their systems, so cannot get an accurate view of their financial health.

Complying with legislation

With both GDPR and MTD coming into force, finance teams are spending valuable time trying to ensure they are compliant rather than focusing on strategic tasks.

The workforce of tomorrow

With Generation Z now entering the workplace, businesses need to implement the latest tools that will support changing employee expectations.

Inaccurate financial data

Information within systems is often inaccurate because of manual and double entry. This leads to mistakes, unreliable reporting and time wasted.

Security concerns

The risk of cyber-attacks and data breaches is on the rise – with finance a top target. Finance chiefs need to ensure that their financial data is secure and safe.

How our Accounting Software can help you

FEATURES & BENEFITS

  • General Ledger

    Ensure you have records of all accounting across the business with our flexible yet robust General Ledger. Keep track of financial transactions and prepare reports.

    Flexible cashbook reconciliationFlexible cashbook reconciliation

    With options for all accounts, reconciling your cashbook can work around your business processes to make it easier than ever for the finance team.

    Multi-dimensional analysisMulti-dimensional analysis

    Independent cost centres and department codes give you a clear view of accounts – however you want to view the information.

    Drag and drop functionalityDrag and drop functionality

    Restructure your General Ledger – even after posting has taken place. It means you have complete control over the data, and don't have to spend time manipulating it.

    Easy to access chart viewEasy to access chart view

    Dynamic management reports and powerful budget options enable you to get a view across accounting that is accurate and up-to-date.

    Simple balance viewSimple balance view

    View any year or period with on-screen comparisons, benefiting from clear sight of your balance at any given time.

  • Sales and purchase ledgers

    Track all sales and purchases within Exchequer, ensuring complete visibility across accounts, so you can accurately see your financial balance against activity.

    Simple trader listsSimple trader lists

    Scan through records easily with a simple view of traders, giving you a view of suppliers at a glance.

    No limitations on dataNo limitations on data

    Store data within the system for as long as required to ensure financial transparency across sales, and compliance with data regulations such as the GDPR.

    Drill down functionalityDrill down functionality

    Understand every original transaction and view the margins per item or product, enabling you to see where budget is being spent and spot potential issues for remaining funds.

    Dynamic integrationDynamic integration

    Balances, margins and sales are all interlocked so you can easily report on all aspects of purchases and provide insight to the C-Suite.

  • Stock Management

    Get a transparent view of your current stock, where it is held and how much is available, giving you one version of the truth across the business.

    Fully integratedFully integrated

    Integrate with financial modules to access real-time stock value, cost of sales and gross profit margins within the General Ledger.

    Multi-level grouping of stockMulti-level grouping of stock

    Get instant on-screen analysis of sales and margins, as well as stock levels within the business, ensuring you are prepared for the future and can plan effectively.

    Powerful sales analysis reportsPowerful sales analysis reports

    Identify stock sales and usage on demand, so you know exactly where your financial health is heading. Customise your sales reports to get the information that is important to you.

    Bar code scanningBar code scanning

    A functionality that supports bar code scanning so you have a clear definition of what is in the warehouse and when you need to order additional stock.

  • Mobile and remote working

    Exchequer is available on the move as Exchequer Mobile, enabling finance and non-finance users to access key business information anytime and anywhere.

    Self-serve functionalitySelf-serve functionality

    Exchequer Mobile reduces the burden on the finance team as non-finance users can access account information and transactions on the move.

    Approvals on the moveApprovals on the move

    Finance users can approve transactions when they are away from the office, meaning they can use their time more effectively and get more done remotely.

    Submit expensesSubmit expenses

    Non-finance users can make expense submissions using the native or browser app – much more convenient for remote staff or those who travel frequently.

Ongoing software innovation and developments

PRODUCT UPDATES

We are always improving and innovating our products to deliver the best experience for our customers. Here are a selection of the latest updates to our Accounting Software.

  • Exchequer Mobile

    All of the benefits of Exchequer on the go for finance and non-finance users. Includes web browser and native apps, view enquiries, approvals, notifications and transactions

  • Exchequer Version 13

    - Enhanced Screen Lists

    - User Actions

    - Mobile Approval History screen

    - 'Delete Audited Data' menu option (Purge)

    - CIS Domestic Reverse Charge

  • Exchequer Version 12

    - Integration to Business Tax Portal (our Making Tax Digital solution) full edition

    - User management passwords

    - General Ledger pre-posting report

  • Exchequer 2018 R1.1

    - New GDPR module for automating the management of your Personally Identifiable Information (PII) data

    - Subject Access Request - PII data exports

    - Enhanced Security Controls and Windows Authentication

    - Simplified Username Management

    - Currency Fx Export / Import

    - Export Lists

    - Ongoing Software Compliance i.e. OS and latest database versions

  • Exchequer 2017 R1

    - Updated modern look and feel

    - Free Visual Report template pack

    - New daybook posting including single transaction post (MSSQL only)

    - Batch payment tag to a date or due date

    - Form Designer - increased support for common image formats, simplified standard report menu

    - Exchequer Analytics and Dashboards Update, X365 - Timesheet entry via mobile app

  • Exchequer 2016 R2

    New GL Budget Rollup - MSSQL Version Only, X365 - V1 Document Management Integration

"The level of detail we can provide to management and other relevant parties has improved significantly thanks to Exchequer.”

Kelly Hutchings, Finance Officer

Read Case Study

“What we did with Advanced Exchequer to create a much more simplified and streamlined system for managing expenses was unique.”

Maria Brown, Finance Manager

Read Case Study

"The biggest cost saving has come from the fact that we have been able to reduce our administrative headcount by 20 per cent because Exchequer provides automated functions that were previously performed manually.”

Graham Wilkin, Head of Finance

Read Case Study
  • Martha Trust
  • Nottingham University Students' Union
  • Lighthouse Poole

Explore our range of additional Financial Management solutions

Cash Flow Software

CASH FLOW

Get a clear view of your future cash position with our cash flow forecasting tool by inputting future financial scenarios.

Learn More

Making Tax Digital Solution

BUSINESS TAX PORTAL

We've worked alongside HMRC to build two solutions that integrate directly into all of our financial management platforms.

Learn more

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Dedicated Support Team

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24hr Customer Portal

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Regular Product Updates

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97% Project Delivery Score

Additional insights to help you transform

RESOURCES

  • Exchequer Mobile Product Brief

    Break away from how it’s always been done by empowering non-finance users to self-serve anytime and anywhere.

    Read product brief
    an image associated with Exchequer Mobile Product BriefProduct Brief

  • Exchequer Factsheet

    Find out more about the benefits of Exchequer, and how we can help your finance team reimagine a better future.

    Read factsheet
    an image associated with Exchequer FactsheetFactsheet

  • The digitalisation of finance

    WhitepaperRead whitepaper

  • Exchequer Version 13

    Product BriefRead product brief

News & Opinions

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