Today
The challenge
Sub-ledgers live in different systems, tax returns are rebuilt from exports, and month-end is spent reconciling numbers that should have agreed in the first place.
Business process
Books that close faster, and reports that explain themselves
Every transaction in the suite posts to the PALBONSphere ledger as it is submitted. PALBONComply prepares GST returns and registers from the same documents, PALBONIbanking brings bank statements in, and PALBONInsights turns the ledger into live dashboards.
With PALBON Suites
One connected flow
Every transaction in the suite posts to the PALBONSphere ledger as it is submitted. PALBONComply prepares GST returns and registers from the same documents, PALBONIbanking brings bank statements in, and PALBONInsights turns the ledger into live dashboards.
Step by step
How the work moves
Each step happens in the product made for it, on the same record as the step before.
-
1
Record
Sales, purchases, stock, payroll and expenses post to the ledger as they are submitted.
PALBONSphere
-
2
Tax
GST is calculated on every transaction, with e-invoices and e-waybills made from the document.
PALBONComply
-
3
Reconcile
Bank statements arrive as pending bank transactions, ready to match to the books.
PALBONIbanking
-
4
Close
Journals and period closing, with budgets held against cost centres.
PALBONSphere
-
5
File
GSTR-1 and GSTR-3B prepared from posted documents, each filing logged.
PALBONComply
-
6
Report
Statements and dashboards built on live ledger data.
PALBONInsights
Capabilities
What it gives you
One general ledger
Multi-company books on a chart of accounts you control.
Dimensions that matter
Cost centres, budgets and accounting dimensions on every entry.
Bank statements brought in
Transactions fetched for a date range and added without duplicates.
Returns from the ledger
GSTR-1, GSTR-3B and purchase reconciliation from the same documents.
An audit trail
The version history of ledger documents protected for the auditor.
Statements always current
Balance sheet, profit and loss and cash flow the moment a transaction is submitted.
Products
The products behind it
Complete on their own, connected here.
Core operations
PALBONSphere
Operations & Supply Chain
Run finance, stock and production from one ledger
- Accounting, buying, selling and stock in one flow
- Manufacturing with bills of materials and work orders
- Projects, assets and multi-company books
Core operations
PALBONComply
India GST & Tax Compliance
Keep GST, e-invoices and e-waybills in step with your books
- e-Invoice and e-Waybill generation from the document
- GSTR-1, GSTR-3B and purchase reconciliation
- GST registers, TDS reports and an audit trail
Core operations
PALBONIbanking
Banking & payments
Pay suppliers from the books and watch the payment settle
- Payment orders built from payment requests, payment entries or journal entries
- Payments sent through a bank connector, with OTP for banks that ask for it
- Payment status and bank balance fetched back into the books
Intelligence
PALBONInsights
Business Intelligence
Ask a question of your data and see the answer
- Visual query builder, with SQL when you need it
- Charts and shareable dashboards
- Connects to more than one data source
FAQ
Questions about this solution
Can we report on several companies together?
Yes. Several companies can share one installation, each with its own chart of accounts, and you report on them separately or together.
Do we still need a separate tax tool?
For Indian GST, PALBONComply prepares returns, e-invoices and e-waybills from the books. Elsewhere, tax templates in PALBONSphere apply the rates you set up.
Where do the dashboards get their numbers?
From the suite's own database, which PALBONInsights reaches from the start, so every chart reads the figures as they are posted.
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See Record to report on your own data
Tell us how you work today. We will walk you through this solution with examples from your own processes.