Financial services

Improve business performance and efficiently meet customer needs, and ensure optimal regulatory compliance.

POPULAR MODULES FOR FINANCIAL INSTITUTIONS      

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ERP

Streamline essential business procedures including accounting and finance, procurement and supply chain, warehouse and inventory, as well as sales and revenue.

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FUNDS & LOANS

Secure capitals, register received payments, and reserve specified amounts. Issue valuable reports to monitor expenditures, reconciliations, disbursements, and more.

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SUBSCRIPTIONS & BILLING

Create different billing plans and handle recurring payments with ease. Increase your revenue with customized membership models in addition to scheduled earnings and installments.

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PROJECT MANAGEMENT

Plan and execute procedures while allocating adequate resources. Track your progress using comprehensive timesheets and analyze forecasts to set beneficial objectives.

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HUMAN RESOURCES

Manage all procedures related to employees such as recruitment, attendance, training, shifts, and payrolls. Implement proper security and compliance processes.

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CRM & MARKETING

Reach your audience through automated campaigns and build a client-centric experience. Convert casual visitors into recurring and long-lasting customers.

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WEB DEVELOPMENT

Design a modern website for your business using your own branding and guidelines. Integrate all the financial and accounting modules you need to scale your operations.

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PRODUCTIVITY TOOLS

Empower communication and collaboration within and beyond your organization. Maximize operational efficiency using advanced solutions like electronic signature.

Address all monetary matters with confidence thanks to a real-time management platform suitable for banks, insurance companies, and other financial institutions.

UNIQUE OFFERINGS AND SOLUTIONS

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SUBSCRIPTIONS MANAGEMENT

Create flexible plans and subscription models that best fit your customers while ensuring a sustainable profit margin. 

  • Automate recurring billing using personalized settings and rules.

  • Streamline your sales with built-in contract templates.

  • Allow customers to choose their preferred payment method.

  • Accept online payments using secure and trusted gateways.

FINANCIAL MANAGEMENT

Gain full control over your resources and obtain additional funds to scale your operations.

  • Secure investments from multiple sponsors and raise capital to sustain your organization.

  • Manage assets and liabilities while keeping track of all information using financial statements.

  • Allocate funds to specified projects and departments.

  • Consolidate your data to review financial performance and create thorough reports.

Odoo • Text and Image
Odoo • Image and Text

AGILE PROJECTS

Implement modern workflows and enhance internal collaboration between different stakeholders.

  • Create various projects and assign roles and permissions.

  • Manage and track activities in various departments using customized timesheets.

  • Configure business processes to automatically trigger escalation.

  • Monitor progress and tasks to make sure you achieve goals and KPIs.

efficient and secure financial tools

INVOICING

Control recurring billings, track payments and generate personalized invoices with ease.


BANK SYNCHRONIZATION

Import all documents related to banking activities and sync your statements.


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EXPENSE MANAGEMENT

Obtain a detailed view of upcoming bills and expenses to adapt your budget accordingly.


COMPREHENSIVE PLATFORM

Add financial and accounting information and manage procedures all from the same place.

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  Services & Telecom 

  • Offer professional services to your customers using the latest technologies in automation and communication.

Real Estate

  • Manage all operations within a real estate agency including selling, buying, or leasing a property. 

Ever Business Solutions offers you all the smart and scalable tools you need to grow your organization.