Finance & accounting
Books that keep themselves.
Every invoice, payment, delivery and cash-up posts to double-entry books as it happens. Your accountant opens a profit and loss, not a shoebox of receipts.
Petfolio — Finance
Double-entry, without the data entry
A chart of accounts is ready on day one, and the clinic's own work posts to it: sales, payments, purchases, stock and the till. Nothing waits for month end.
- Profit and loss, balance sheet and cash flow, per branch too
- Journal, trial balance, general ledger and day book
- Separate books per currency, never converted behind your back
- Lock a closed period so nothing changes under it
Know where every pound is
Cash boxes, safes, bank accounts and wallets, with transfers between them and between branches. Expenses and other income by voucher, the recurring ones on a schedule, receipts attached.
- Each payment method lands in its own money account
- Card and wallet fees come off each payment, so you see the net
- Bank reconciliation
- Till cash in and out always asks what it was for
- An expense paid from the safe is recorded at the till without touching the drawer
And more
The rest of finance & accounting.
VAT returns from the ledger
Tax is worked out line by line on every invoice, so the return adds up. File it, post the settlement and lock the period in one step.
On MaxPayroll with advances and bonuses
Monthly payroll with approval and payslips, salary advances recovered by instalment, and the staff-points bonus added for you.
On MaxAssets and budgets
A fixed asset register with monthly depreciation and disposal, and monthly budgets read against what actually happened.
On MaxSee Petfolio run a day at your clinic.
We walk your team through a real day: the first visit, the till at closing, and the books the next morning.