Take Control of Your Cashflow with Confidence
Stay on top of your finances with tools designed to simplify every aspect of cashflow management. From tracking expenses to managing invoices and VAT reporting, Pilim empowers you to monitor, optimize, and plan your business finances in real time.
Simplify Invoicing,
Optimize Your Workflow
Pilim’s Invoice Management system helps you create, send, and track invoices with ease. Automate recurring invoices, manage cash inflows, and collaborate effortlessly with your team and accountant. Say goodbye to manual tasks and focus on growing your business.
Key Features Designed for Smarter Invoicing
Pilim simplifies your invoicing process with tools tailored for flexibility, automation, and accuracy. Manage everything from recurring invoices to real-time cash tracking — all in one place.
Automated and Recurring Invoicing
Create, customize, and send invoices effortlessly with automation that reduces errors and speeds up payments. Manage recurring invoices for subscriptions or periodic billing with ease.
Batch Import and AI Assistance
Use AI-powered tools to batch import invoices, ensuring accurate data entry and faster processing for high-volume transactions.
Real-Time Tracking and Reconciliation
Track payments in real time, monitor overdue invoices, and reconcile accounts seamlessly by connecting your bank for instant cashflow insights.
Integrated Expense and Income Management
Link invoices with expense tracking to maintain a clear view of your financial health and reconcile income and expenses with precision.
Collaboration and Reporting
Share invoices, reports, and financial summaries effortlessly with accountants or team members, making bookkeeping and compliance smoother.
Streamline Your Invoicing Today
With Pilim’s Invoices Management, you can create, track, and automate invoices to save time and improve your cashflow visibility.
Effortless Expense Tracking and Control
Pilim’s Expense Management tools simplify how you track, categorize, and manage business expenses. From quick expense creation to seamless collaboration with your team, Pilim ensures accurate records and complete control over your financial outflows.
Key Features to Streamline Expense Management
Track expenses, manage invoices, and collaborate effortlessly — Pilim gives you the tools to stay organized and make smarter financial decisions.
Create, Edit, and Update Expenses
Easily create, edit, and categorize expenses while updating payment statuses to keep your records organized and accurate.
AI-Powered Imported Expenses
Automatically import expense data from various sources, ensuring accuracy, efficiency, and reduced manual input.
Upload and Attach Invoices
Upload and link invoice documents directly to expenses for accurate record-keeping and quick reference.
Expense Reporting and Export
Generate detailed expense reports and export them in formats like CSV or XLS for easy sharing and analysis.
Collaborative Tools
Share expense data with your team, set viewing or editing permissions, and send reports directly to accountants for smoother workflows.
Take Charge of Your Expenses
Pilim’s Expense Management simplifies tracking, categorizing, and analyzing your expenses, ensuring your financial records are always accurate.
Streamline Your Accounting, Empower Your Business
Pilim’s Accounting Management system simplifies financial processes, automates routine tasks, and gives you real-time insights to make informed decisions. Manage income, expenses, and VAT seamlessly — all from one intuitive and scalable platform that grows with your business.
Powerful Tools for Effortless Accounting
Pilim combines automation, customization, and security to make managing your finances easier, faster, and scalable — all in one place.
Automate Routine Tasks
Streamline data entry, VAT tracking, and invoice reconciliation to save time and reduce manual errors.
Real-Time Financial Insights
Access up-to-date income, expense, and cashflow data with customizable reporting tools for smarter decision-making.
Secure and Scalable Accounting
Enjoy cloud-based, secure access to your financial data anytime, with scalability to grow alongside your business.
User-Friendly Interface
Easily navigate Pilim’s intuitive platform without the need for extensive training or complex workflows.
Simplify Your Accounting Workflow
Automate your accounting tasks with Pilim’s tools, giving you real-time insights and seamless financial management.
Simplify VAT Complianceand Reporting
Pilim’s VAT Reporting tools take the complexity out of VAT management. From automated VAT calculations to real-time reporting, Pilim ensures accuracy, compliance, and valuable insights into your business's VAT performance — all in one secure and accessible platform.
Key Features to Streamline VAT Management
Manage VAT obligations efficiently and stay compliant with tools designed for accuracy, real-time insights, and ease of access.
Automated VAT Calculations
Seamlessly calculate VAT on sales, purchases, and transactions to ensure compliance and accuracy.
Real-Time VAT Reporting
Generate detailed VAT reports instantly, including liabilities, input tax credits, and compliance status.
Secure and Reliable
Keep your VAT data protected with state-of-the-art security measures, ensuring privacy and compliance.
Access Anytime, Anywhere
Manage VAT reporting remotely from any device with internet access, enabling seamless collaboration and flexibility.
Master VAT Compliance with Ease
Stay ahead of VAT regulations with Pilim’s automated tools for calculations, reporting, and compliance tracking.
Streamline Your Sales Process with Pilim
At Pilim, we understand that managing your sales pipeline effectively is critical to growing your business. That’s why we’ve designed a seamless and intuitive sales process that takes you from quotation to invoice in just a few simple steps. Whether you’re closing deals, tracking sales orders, or managing invoices, Pilim provides the tools you need to stay organized and in control.
From Quotation to Payment—Made Easy
Manage VAT obligations efficiently and stay compliant with tools designed for accuracy, real-time insights, and ease of access.
Create Professional Quotations in Minute
Simplify your sales process with Pilim’s robust quotation management system:
- Craft detailed quotations with customer information, product or service details, taxes, discounts, and special terms.
- Easily customize and save quotations as drafts or send them directly to customers via email.
- Need flexibility? Pilim allows you to convert quotations into sales orders or invoices with a single click.
Seamless Sales Order Management
When your quotation is approved, Pilim transforms it into a sales order automatically.
- Track the progress of each order with clear statuses: Sales Order, On Hold, Invoiced, or Cancelled.
- Edit, put on hold, or cancel orders effortlessly to adapt to your customers’ changing needs.
- Download sales order listings as Excel or CSV files for reporting and record-keeping.
Hassle-Free Invoicing
Turn sales orders into invoices—or create independent invoices—quickly and easily.
- Handle full or partial invoicing based on your payment terms or milestones.
- Add taxes, shipping costs, and customized payment terms for complete transparency.
- Send invoices directly to customers with secure options for review and payment.
Why Choose Pilim for Your Sales Operations?
Integrated Workflow: Pilim connects every stage of your sales process, from initial customer engagement to final payment. Say goodbye to repetitive manual tasks and hello to automation.
Real-Time Tracking: Stay updated with the status of every quotation, sales order, and invoice. Monitor progress at a glance and act quickly when needed.
Start Closing Deals Faster Today: With Pilim’s sales process and quotation-to-invoice workflow, you’ll save time, reduce errors, and deliver a professional experience that impresses your customers. Ready to transform your sales? Get started with Pilim today!
Optimize Your Sales Workflow
Manage your sales process effortlessly, from tracking leads to finalizing deals, with Pilim’s intuitive tools.
FAQs about cashflow management
Find answers to common questions about Pilim’s Cashflow Management tools. Learn how to track your finances, manage invoices, handle expenses, and stay on top of your business's cashflow with ease.
Pilim provides direct integration with several popular accounting software systems to automate financial processes, reduce manual data entry, and ensure compliance with tax regulations. Pilim synchronizes financial records such as invoices, expenses, credit notes, and payments with these systems through RESTful APIs, OAuth2 authentication, and secure data exchange.
Yes, Pilim is designed to integrate with popular business systems such as Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions. This allows businesses to streamline their operations by linking financial data with customer management and enterprise-wide resource planning.
Yes, Pilim can automatically calculate VAT and generate VAT reports for compliance purposes. Pilim supports VAT and tax compliance functionalities, including:
Automated VAT Calculations – Synchronizing VAT data with accounting software like ClearTax for UK’s Making Tax Digital (MTD) compliance and Indian GST filing.
Tax Report Generation Supports VAT return generation for businesses that need to file GSTR-1, GSTR-3B, and annual tax returns.
Pilim offers a Cash Flow Reports and Dashboard that provides a real-time overview of financial activities. It includes income tracking, expense monitoring, agreement management, and batch processing of receipts, ensuring that businesses always have an up-to-date financial picture.
Yes, Pilim supports multiple currencies for financial transactions and reporting. Users can create invoices in their clients' preferred currencies while Pilim automatically manages currency conversions. The system records both the local currency amount and the invoice or transaction amount, ensuring accurate financial reporting. Pilim's backend currency conversion system handles real-time exchange rate calculations, allowing businesses to maintain precise records and generate compliant financial reports.