Do I need to know accounting to use it?

No. Your team records what happened, like a sale or a paid bill, and PrimoERP writes the debits and credits. Your accountant reviews clean books instead of building them.

Does it handle GST and VAT?

Yes. Tax comes from the country pack: the India pack covers GST and TDS, and the UAE pack covers VAT. Our GST and VAT pages show each one in detail.

Can it reconcile my bank account?

Yes. Payments and receipts are matched to the bank statement, and a month closes only once the bank account in your books agrees with it.

Can I fix an entry from last month?

Yes, by reversing it and posting it again. Nothing is edited in place, so the figures you already sent still match the books. Reopening a closed month takes two people with finance controller rights.

Can I see the numbers for one branch?

Yes. Every entry carries its branch, department, cost centre and project, so any report can show one of them or all of them. A report limited to one branch says so at the top.

Does it work in other currencies?

Yes. An invoice or bill in another currency is converted once, at the rate of the day it is posted, so last month’s report never changes with today’s rate.

We use Tally or Excel today. Can we move?

Yes. We bring in your chart of accounts, customers, suppliers and opening balances, and every row is checked before anything goes in. Then we check the numbers with you before you go live.

Cloud Accounting Software for Small Businesses

Does month end look like this?

be honest

Month end takes half the month.
The bank, the customers and the suppliers are ticked off by hand before anyone trusts a single number.
Nobody knows who owes what.
Unpaid invoices live in a spreadsheet, a notebook and someone’s memory, and they don’t agree.
Last month changed again.
Someone edited an old entry, and the figures you sent the bank no longer match the books.

Accounting where every move has two sides: where it went, and where it came from.

1 · WHAT YOUR TEAM TYPES

POSTED

What forShop rent, October

Amount50,000

Paid fromCash

← that's all anyone types

2 · WHAT THE SYSTEM WRITES FOR YOU

DEBITwhere it went

Rent expense50,000

CREDITwhere it came from

Cash50,000

Both sides equal. Your books balance.

3 · WHAT CHANGES IN YOUR BUSINESS

Cash150,000↓ 50,000

Expenses130,000↑ 50,000

Profit70,000↓ 50,000

Cash goes down, expenses go up, so profit goes down.

dashed outline = before

The rest of the accounts, handled.

Double entry is where it starts. Here is what PrimoERP does with it.

Bank, matched

Payments and receipts are matched to the bank statement. A month closes only once the bank account in your books agrees with the statement.

Who owes you, and for how long

Every unpaid invoice by customer, with how long it has been open. Part payments and credit notes are matched to the invoice they belong to.

What you owe, and when

Supplier bills wait with their due dates, so you plan each payment run from what falls due, not from a pile of paper.

Statements on any day

Trial balance, profit and loss and balance sheet, for the whole company or one branch, whenever you ask.

A month end that checks itself

A month closes only when the bank, receivables and payables agree with the ledger. A late entry goes to a review queue, never quietly into a closed month.

Corrections that leave a trail

Posted entries are never edited or deleted. A mistake is reversed and posted again, so the original, the fix and who made them stay on record.

Works with the rest of PrimoERP.

GST accounting for IndiaCGST, SGST or IGST on every invoice, and the totals for each return.Read more Reports and dashboardsSales, stock, cash and profit, read straight from these books.Read more Multi-companySeveral companies and branches, each with its own books, under one login.Read more Moving from Tally?PrimoERP and TallyPrime compared, with sources.Read more

Accounting questions people ask us.

1.

What is cloud accounting software?

Accounting software that runs in your web browser instead of on one office PC. There is nothing to install, and your team and your accountant log in from wherever they work. In PrimoERP it shares one system with sales, stock, purchase and payroll.

— the PrimoERP team

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