PB Software automates customer accounts, invoices, cheques and bank-cash reconciliation for small and medium businesses. Replace spreadsheet chaos with live numbers you can act on.
From customer accounts to reporting, from cheques to bank-cash — everything you need to run your business by the numbers, in a single platform.
Live balances for every customer and supplier; spot risk early with built-in ageing reports and limits.
Never miss a due date. Send automated reminders via SMS, email and WhatsApp; match partial and bulk payments in seconds.
Unlimited bank and till accounts; daily, weekly and monthly cash flow forecasts so you always know what's next.
Sales, purchase, credit and receipt templates; compatible with e-invoicing portals and bulk PDF/email delivery.
Track portfolio, endorsed, collected and bounced statuses; get alerts before due dates so nothing slips through.
Revenue-expense, profit-loss and customer profitability; ready-made reports, custom widgets and one-click Excel/PDF export.
No more manual reconciliation, scattered spreadsheets or unanswered reminder calls.
Automated matching and reminders free your finance team to focus on decisions, not data entry.
Due-date driven workflows consistently shorten average days-sales-outstanding.
Web and mobile, shared access with your accountant; secure in the cloud, reliable for you.
Tell us your customer base and monthly transaction volume — we'll estimate the hours and cost you save with PB Software.
Banks, e-invoice portals, accountants and messaging apps — PB Software speaks to them all.
"Month-end collections used to take our four-person team two days. With PB Software it's done before lunch — reminders go out automatically."
"Our cheque portfolio lived in one messy spreadsheet. Now I open it on my phone and instantly see what's maturing — we catch bounce risks early."
"My accountant works off the same screen — no more end-of-month document exchange. The time savings are enormous, decisions are easier."
No. It's fully cloud-based — create an account, enter your company details, and you're live the same day. Free setup support is included.
Yes. All data is transmitted over SSL, backed up daily, and GDPR-compliant. Role-based access and two-factor authentication are standard.
Absolutely. With our Excel templates you can import customers, invoices and cheques in minutes. Our onboarding team guides you through the transition.
Yes. Define a dedicated, limited-access role for your accountant — they only see the reports they need, and document exchange goes away.
Professional and Enterprise plans offer unlimited transactions. Starter has reasonable monthly invoice/receivable limits — see the pricing page for details.
No. All plans are billed monthly and you can cancel anytime. Annual billing gets you two months free.