Xodox

Unlock exclusive discounts on the latest tech. Limited-time offers. Shop now and save!

Book a Demo
Sign In
Signup

Automate Financial Operations with Xodox CRM

The Accounting & Bookkeeping Module in Xodox CRM is designed to simplify financial management and ensure accuracy, compliance, and efficiency. This powerful accounting CRM software helps businesses of all sizes automate bookkeeping, manage accounts, and maintain accurate financial records.

With this advanced bookkeeping software, teams can track financial health, generate insightful reports, and make informed business decisions. Whether you’re a small firm or a growing enterprise, Xodox offers the best CRM for bookkeepers—a complete CRM accounting software solution that integrates bookkeeping and accounting in one place for maximum productivity.

Start 15 Days Trial
Book a Demo
  • No contract, Cancel Anytime

What is Accounting & Bookkeeping?

Accounting and bookkeeping are the foundation of every business’s financial management. In Xodox’s accounting CRM software, these functions are simplified and automated for better accuracy and control. Accounting involves recording, tracking, and analyzing financial transactions to understand a company’s financial health, while bookkeeping software focuses on organizing daily transactions like purchases, sales, and receipts.

Together, this integrated bookkeeping CRM and CRM accounting software help businesses:

  • Monitor and manage cash flow effortlessly.
  • Generate detailed financial statements (e.g., profit/loss, balance sheets).
  • Stay compliant with tax regulations and financial standards.
  • Make informed business and financial decisions with confidence.

Key Features of the Accounting & Bookkeeping Module

Dashboard
  • View Profit & Loss, Income, and Expense charts with ease.
  • Get a complete Cashflow Overview and Bank Accounts summary.
  • A user-friendly bookkeeping CRM dashboard for real-time insights.
Banking
  • Manage multiple bank accounts efficiently.
  • Import, match, and verify transactions with banking feeds.
  • Automatically categorize transactions using Banking Rules for faster reconciliation.
Transactions Management
  • Map bank statements to accounting in one click.
  • Integrate with Payroll, Inventory, and Purchase Management modules.
  • Record and organize transactions (e.g., payments, sales orders, refunds) using CRM accounting software.
Bills & Checks Management
  • Create and manage bills efficiently.
  • Track payments to suppliers and vendors.
  • Maintain detailed financial records with bookkeeping software accuracy.
Journal Entries & Chart of Accounts
  • Record transactions in the general ledger.
  • Customize your Chart of Accounts for assets, liabilities, income, and expenses.
  • Simplify financial tracking with the best CRM for bookkeepers.
Reconciliation
  • Match transactions with bank or credit card statements automatically.
  • Compare expected vs. actual income and expenses in your accounting CRM.
Budgets Management
  • Prepare and track budgets for fiscal years.
  • Compare expected vs. actual income and expenses in your accounting CRM.
Reports
  • Generate Profit & Loss, Balance Sheet, and Cash Flow Statements.
  • Access detailed reports for General Ledger, Trial Balance, Journal, and Account History.
  • Get sales and customer insights with automated reporting features.
Sales Tax Reporting
  • View detailed Tax, Liability, and Summary reports.
  • Stay compliant with financial regulations using integrated CRM accounting software tools.

Industry-Specific Use Cases

Retail Business

Manage daily transactions and inventory mapping seamlessly.

Healthcare Provider

Ensure compliance with financial regulations and manage patient payments efficiently.

E-commerce Platform

Simplify tax reporting and budget planning with integrated tools.

Manufacturing Firm

Integrate accounting with inventory and production costs to streamline operations.

How the Accounting & Bookkeeping Module Works

Setup & Integration

Easily connect multiple bank accounts and map transactions automatically. Integrate your bookkeeping CRM with Payroll, Inventory, and Purchase Management modules for a unified experience.

Automated Data Entry

Import bank feeds and categorize transactions automatically using smart rules. The built-in automation in our bookkeeping software ensures accuracy and consistency across all financial records.

Real-Time Tracking

Monitor cash flow, income, and expenses in real time through interactive dashboards. With CRM accounting software, businesses can make instant, data-driven decisions based on live financial insights.

Reconciliation & Reporting

Match transactions with bank statements effortlessly. Generate accurate, compliance-ready financial reports directly from your accounting CRM system.

Customizable Features

Tailor the module to match your business needs with flexible settings and personalized dashboards. Perfect for small businesses and finance teams, Xodox offers the best CRM for bookkeepers to manage accounting efficiently.

Benefits of the Accounting & Bookkeeping Module

Save Time and Money

Automate manual data entry and reduce errors with intelligent bookkeeping CRM features that speed up your daily financial tasks.

Plan for Growth

Get deeper insights into your financial health through detailed analytics in our CRM accounting software, enabling better business planning and forecasting.

Ensure Compliance

Easily generate accurate reports for taxes and audits, ensuring your accounting CRM keeps your business compliant with financial regulations.

Streamlined Reconciliation

Match transactions automatically and identify discrepancies quickly with powerful automation built into our bookkeeping software.

Confident Decision-Making

Use detailed, real-time reports from Xodox accounting CRM software to evaluate performance and make informed financial decisions.

Dynamic Financial Statements

Create and analyze profit/loss statements, balance sheets, and cash flow reports instantly using CRM accounting software for accuracy and clarity.

Accounts Payable Management

Track bill payments, manage vendor settlements, and stay on top of expenses with the best CRM for bookkeepers—all in one place.

Why Choose Xodox CRM Accounting & Bookkeeping Module?

Comprehensive Features

From transaction management to dynamic financial statements, Xodox’s CRM accounting software covers every aspect of bookkeeping and accounting for businesses of all sizes.

Seamless Integrations

Connect your bookkeeping software with other Xodox CRM modules like Payroll, Sales, and Inventory to build a unified financial ecosystem.

Automation

Eliminate manual errors and save time with automated workflows in our bookkeeping CRM, designed to simplify repetitive accounting tasks.

Customizable Reports

Create financial reports that match your unique business needs. The best CRM for bookkeepers gives you flexibility to customize insights and analytics in real time.

User-Friendly Interface

Simplify even the most complex accounting tasks with an intuitive interface. Xodox’s accounting CRM software makes bookkeeping easy for professionals and business owners alike.

Success Stories from Happy Customers

"The Accounting Module has saved us countless hours on reconciliation. The detailed reports have provided invaluable insights into our sales trends."

Sarah J.

Retail Business
"With automated bookkeeping and integration with our inventory, we now have a clear picture of our finances and can focus on scaling our operations."

Alex R.

Manufacturing Firm
"Tracking invoices and expenses was a nightmare before Xodox. Now, it’s all in one place, and our financial reports are always accurate."

Priya S.

Service-Based Company
"We’ve streamlined our tax reporting and budget planning thanks to the module’s comprehensive features."

James K.

E-commerce Platform
"The Profit & Loss statements and cash flow insights have helped us manage our resources more effectively."

Emily T.

Healthcare Provider

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial

Need help with our plans?

Book a Demo
30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Frequently Asked Questions

Can I integrate this module with other systems?

Yes, the module integrates seamlessly with Payroll, Inventory Management, and more.

Does it support multi-currency transactions?

Absolutely! The module handles multi-currency operations and exchange rates effortlessly.

Do I need accounting expertise to use this module?

Not at all. The user-friendly interface is designed for ease of use by non-accountants too.

Get Your CRM Today

Take Control of Your Finances Today!

Transform the way you manage your business finances with Xodox CRM’s Accounting & Bookkeeping Module.

No Contract, Start Free Now