All FormX features

💰

Finance & Accounting

19 tools

Journal entries, general & subsidiary ledger, trial balance, financial statements, VAT & tax authority, cheques & due dates, petty cash & fund, customer balance.

Chart of Accounts Journal Entries Journal Book General Ledger Subsidiary Ledger Create Detail Acct Trial Balance 8-Column Worksheet Fiscal Years Seasonal Transactions Financial Statements Balance Sheet Income Statement Cash Flow Financial Ratios Budgets Fixed Assets Electronic Books Accounting Test

🏦

Treasury & Payments

14 tools

Treasury Dashboard Treasury Cash Box Petty Cash Bank Accounts Cheque Book Cheque Due Date Report Upload Receipt Record Receipt Record Payment Bank Reconciliation Payment Allocation IBAN Lookup Customer Balances

🧾

Sales & Invoicing

9 tools

Proforma, official invoices, multi-stage approval, print & PDF, payment links, automatic discount & tax.

Sales & Invoicing Sales Invoice Quick Invoice Quotations New Order Invoices Delivery Notes Price Tiers Electronic Invoices

📦

Inventory

16 tools

Product kardex, multiple warehouses, in/out, receipts & issues, daily pricing, stock alerts, stocktaking.

Inventory Dashboard Inventory & Products Products Categories & Units Warehouses Goods Receipt Goods Issue Transfer Between Warehouses Stock Balance Stock Take Kardex Daily Product Prices Steel Prices Barcode Weight Calculator Inventory Summary

🛒

Purchasing & Supply

9 tools

Purchasing & Expenses Purchase Invoice Purchase Requests Instant Requests Suppliers Record Expense Drivers Transport Transport Report

🤝

CRM

14 tools

Advanced contacts, sales pipeline, follow-ups & reminders, lead scoring, tabs & filters, shareable account card.

Contacts Customers Suppliers Sales Opportunities Hot Leads 🔥 My Call Queue Sales Tasks Sales Performance My Dashboard Contact Account Card Documents KYC & Documents Identity Verification Tickets

💬

Multi-channel Messaging

17 tools

SMS (templates/patterns), Telegram, Bale, WhatsApp, VoIP calls, bulk send, scheduling, delivery reports.

Messaging Messenger SMS Bulk Send SMS Templates Scheduled Send SMS Inbox Send Logs Providers Telegram VoIP Panel Operator Room Internal Chat Calendar Tasks Handbook Notifications

📊

Reports & Dashboard

11 tools

Management dashboard, sales/finance/inventory reports, charts, Excel export, report builder.

Reports Report Dashboard Report Builder Report Scheduler Sales Report VAT Report Financial Dashboard Staff KPI Tax VAT Settings & Moadian Tax Settings

👥

Human Resources

10 tools

Payroll, attendance, payslips, salary tax, personnel.

Staff Employees Payroll Payroll Runs Attendance Overtime Leave Staff Tasks Shareholders Work Calendar

🤖

Artificial Intelligence

5 tools

Streaming chat assistant, smart search, data analysis, automatic site builder, summarization.

Artificial Intelligence Knowledge Base AI Settings Report Builder Anomaly Detection

🛡️

System & Security

15 tools

Roles & permissions, multilingual (fa/en/ar/ku), SPA tabs, bug reporter, backups, activity log, secure OTP login.

Dashboard Users & Access Roles & Permissions General Settings System Settings Security Center Backups Activity Logs Bugs System Health File Manager API & Tokens Webhooks Integrations Changelog