Features

Everything you need to run your
business by the numbers

PB Software unifies financial operations in one platform. From customer accounts to reporting, from receivables to inventory — every module is fast, simple and built for real SMBs.

Finance Modules

Deep support for every financial process

Customer & Supplier Accounts

Customer and supplier cards, statements, balances, ageing reports and limit control — all in one screen.

  • Multi-currency (GBP, USD, EUR, TRY)
  • Credit limit and risk score
  • Ageing report (0-30-60-90+)
  • Per-customer PDF statement
  • Automated reconciliation forms

Receivables & Payments

Due calendar, partial collection, bulk payment matching and automated reminder workflows — accelerate cash-in.

  • Due calendar and overdue alerts
  • SMS / email / WhatsApp reminders
  • Partial and bulk payment matching
  • Automated payment plan creation
  • Late-fee calculation

Bank, Till & Cash Flow

Unlimited bank and till accounts; import transactions, forecast 30/60/90 days ahead, manage liquidity with confidence.

  • Unlimited bank and till accounts
  • Statement import (MT940, CSV, OFX)
  • Cash flow forecast and scenario analysis
  • Inter-account transfers
  • Live FX rates

Invoices & E-Invoicing

Customisable invoice design, e-invoice and e-archive integration, bulk delivery and credit-note management.

  • E-invoice / e-archive compliant
  • Custom templates (logo, colours)
  • Recurring invoices (subscriptions)
  • Bulk PDF and email delivery
  • Sales, purchase, credit and price-difference invoices

Cheques & Promissory Notes

Manage portfolio in/out, endorsed and collected states; never miss due dates or bounced-cheque warnings.

  • Portfolio / endorsed / collected / bounced
  • Bank collateral and discount tracking
  • Pre-due automated alerts
  • Own vs customer cheque separation
  • Detailed cheque movement report

Financial Reporting

Ready-made reports, customisable dashboards and executive views; one-click Excel/PDF export.

  • Income statement
  • Profit-loss and balance summary
  • Customer profitability analysis
  • Categorised expense report
  • Custom dashboards (widget-based)
Operations Modules

Operations matter as much as finance

Inventory & Warehouse

Multi-warehouse, serial-lot tracking, minimum stock alerts and per-product profitability.

Tasks & Workflows

Customer-based workflows, assignment, status and time tracking — linked to financial transactions.

Team & Permissions

Role-based access, user activity log, dedicated accountant role with limited scope.

Calendar & Reminders

Due dates, tasks and meetings on one calendar; email and push notifications so nothing falls through.

Security & GDPR

Two-factor authentication, role-based access, activity logs, daily backups, GDPR-compliant by default.

API & Integrations

Open REST API, webhook support, e-commerce and banking integrations — complete documentation for custom work.

Every module, on a single platform.

Pick the modules you need, expand as you grow. Setup takes hours, not weeks.

Request a Demo