Accounting and Bookkeeping module for Perfex CRM

Description

Feature Highlights

• 💼 Complete Accounting & Bookkeeping Solution – Transform your Perfex CRM into a full-featured finance management system.
• 📊 Real-Time Financial Dashboard – Track income, expenses, profits, receivables, and payables with interactive charts and reports.
• 🧾 Advanced Invoicing & Payments – Automate recurring invoices, tax calculations, discounts, partial payments, and client statements.
• 🏦 Bank & Cash Management – Manage multiple bank accounts, reconcile transactions, and track deposits or withdrawals in one place.
• 📈 Expense & Profit/Loss Tracking – Categorize expenses, record liabilities, and generate accurate profit & loss statements.
• 🌎 Multi-Currency & Multi-Language Support – Handle international transactions with built-in currency conversions and translations.
• 🔒 Role-Based Access & Secure Permissions – Restrict sensitive financial data to authorized staff members only.
• 🔄 Lifetime Free Updates – Get all future enhancements and bug fixes without additional charges.

Detailed Overview

Accounting and Bookkeeping Module for Perfex CRM is a must-have add-on for businesses that rely on Perfex CRM to manage clients and projects.
This powerful module brings professional-grade accounting features right into your CRM, eliminating the need for external finance tools.
From managing bank accounts to generating invoices and detailed reports, it offers everything needed to keep your business finances organized.

Designed for small to medium-sized businesses, agencies, and accountants, this module enhances productivity by automating routine financial tasks and integrating seamlessly with existing CRM data.
You can easily monitor cash flow, reconcile bank transactions, manage expenses, and maintain compliance with tax regulations—all without leaving Perfex CRM.

Comparison Table

Feature	Perfex Accounting Module	Standalone Accounting Software
Seamless Perfex CRM Integration	✔ Native & Built-In	✖ Requires Third-Party Sync
Invoicing & Payment Automation	✔ Fully Integrated	✖ Often Requires API Setup
Bank & Cash Management	✔ Included	✖ Paid Upgrade or External App
Multi-Currency Support	✔ Built-In	✖ Premium-Only Feature
Role-Based Access	✔ Secure Permissions	✖ Not Always Available
GPL License & Updates	✔ Lifetime Free	✖ Paid Renewals

Installation Guide

1. Download the Accounting and Bookkeeping Module for Perfex CRM GPL package from your wpshop.net account.
2. Log in to your Perfex CRM Admin Dashboard.
3. Navigate to Setup → Modules → Install Module.
4. Upload the downloaded ZIP file and click Install.
5. After installation, go to Modules to activate the Accounting and Bookkeeping module.
6. Configure tax rates, currency options, payment gateways, and user permissions before you start recording transactions.

Licensing Information

This product is distributed under the GPL (General Public License), giving you the freedom to use and modify it on unlimited Perfex CRM installations.
When purchased from wpshop.net, you receive lifetime free updates and limited support via email for installation guidance and basic troubleshooting.

FAQs

Does this module integrate automatically with my existing invoices in Perfex CRM?

Yes. It syncs seamlessly with your current invoice data, clients, and payment records for a unified accounting experience.

Can I manage multiple bank accounts?

Absolutely. You can add multiple bank or cash accounts, reconcile transactions, and view consolidated balances.

Is the module suitable for small businesses?

Yes. It’s designed for businesses of all sizes, but it’s especially helpful for small and medium enterprises looking to manage finances without external software.

Is multi-currency supported?

Yes. You can send and receive payments in multiple currencies, ideal for businesses with global clients.

Will I get free updates?

Yes. All purchases from wpshop.net include lifetime free updates and limited email support.

Why Choose the Accounting and Bookkeeping Module for Perfex CRM?

This module bridges the gap between customer management and finance, giving you end-to-end control over your business operations in one platform.
Its deep integration with Perfex CRM, combined with robust accounting features and GPL licensing, ensures a reliable, cost-effective, and future-ready solution for growing businesses.

Upgrade your CRM today. Download Accounting and Bookkeeping Module for Perfex CRM from wpshop.net and take control of your finances with confidence.
Enjoy lifetime free updates and dedicated email support to keep your business running smoothly.