PeridotX Business Solutions
A single, multi-branch, multi-currency platform for accounts receivable and payable, the general ledger, customer subscriptions, service tickets, and financial reporting — so every document and every conversation lives against the same customer, company, and branch record.
Everything Business Solutions includes
A standard feature set covering the core of what PeridotX Business Solutions delivers out of the box.
Financial Dashboard
A real-time operational view — revenue, receivables & payables, active subscriptions, open tickets and trend charts, filterable by fiscal year, branch and company.
Accounts Receivable & Payable
Invoicing, receipts, payments, credit/debit notes, allocations, aging reports and sales orders — the full document lifecycle.
General Ledger & Financial Reporting
Trial balance, P&L, balance sheet, multi-currency FX revaluation, financial-year controls and multi-company consolidation.
Subscriptions & Renewal Reminders
Track every subscription — hosting, domain, DNS, support, licences — with a daily reminder run that alerts at 60, 30, 14, 7 and 1 days and e-mails a digest.
Service Desk
Customer support tracked next to the account it belongs to — ticket queues, priority and customer filters, and assignment through to resolution.
Controls, Approvals & Audit
Configurable approval workflows, role-based access and a full searchable audit trail across documents, users and system changes.
Modules inside Business Solutions
A single, multi-branch, multi-currency platform for accounts receivable and payable, the general ledger, customer subscriptions, service tickets, and financial reporting — so every document and every conversation lives against the same customer, company, and branch record.
Financial Dashboard
Revenue, receivables & payables, cash flow, renewals due, open tickets, and approvals — all in one filterable view.
Accounts Receivable & Payable
AR invoices, AP documents, receipts, payments, credit/debit notes, allocations, and customer/supplier statements.
General Ledger & Reporting
Trial balance, P&L, balance sheet, multi-currency revaluation, and a guided financial year-close checklist.
Customer Subscriptions & Renewals
Subscription tracking, renewal alerts, and a deferred-revenue schedule tied to subscription terms.
Service Desk
Open, closed, and all-ticket queues with priority and customer filters, tracked from creation to resolution.
Multi-Company, Branch & Currency
Organization hierarchy across groups, companies, and branches, with a company setup copier and multi-currency support.
See Business Solutions in action
Extend Business Solutions
Optional companion capabilities that plug into Business Solutions and share its data.
Customer Support Portal
A companion portal where your customers sign in to raise and follow service tickets against their own subscriptions. It reads the same database as Business Solutions, so your team sees every request in the Service Desk instantly.
See it running on your own data
Built for multi-branch and multi-company groups, and for the IT partners and resellers who deploy it for their clients — contact your PeridotX representative for a live demonstration.