Accounting & Billing Tool by 3R ai
Simplify Invoicing. Automate Accounting. Gain Financial Clarity.
A Product by xSOURCEe (OPC) Pvt. Ltd.
🔹 Overview
Accounting & Billing Tool by 3R ai is a complete accounting and invoicing solution built for businesses that want to manage finances, invoices, payments, and clients seamlessly.
It works on-premise or in hybrid mode (local + remote reporting) and helps automate bookkeeping, track expenses, and manage all financial transactions with accuracy.
1️⃣ Dashboard & Overview
- Stay in control of your entire financial activity from a single dashboard.
- Real-time overview of income, expenses, and profit.
- Quick stats on invoices, estimates, and payments.
- Visual analytics for financial performance.
2️⃣ Invoicing & Estimates
- Create, customize, and send professional invoices in seconds.
- Generate invoices with company logo and tax info.
- Create and manage estimates / quotations.
- Convert estimates directly into invoices.
- Multi-currency and tax-compliant billing.
- Download or email PDF invoices to clients.
3️⃣ Client & Vendor Management
- Build and maintain strong relationships with customers and suppliers.
- Maintain complete client and vendor profiles.
- Track balances, payments, and transaction history.
- Assign invoices and expenses to specific clients.
- Centralized contact directory with quick search.
4️⃣ Accounting & Transactions
- Manage your entire bookkeeping process effortlessly.
- Add, edit, and track transactions.
- Manage bank accounts, deposits, and withdrawals.
- Track payables and receivables.
- Generate journal entries and reconcile ledgers.
5️⃣ Product & Service Catalog
- Maintain a ready list of your offerings.
- Add unlimited products and services.
- Define item codes, descriptions, and unit prices.
- Track product sales and service-based billing.
6️⃣ Payments & Receipts
- Keep your cash flow transparent and organized.
- Record payments and receipts for each invoice.
- Partial and full payment options.
- View client-wise and vendor-wise payment summaries.
- Automatic balance updates.
7️⃣ Expenses & Budget Control
- Monitor and categorize business spending.
- Add expenses with description, date, and category.
- Filter and report by vendor, category, or project.
- Visualize monthly spending trends.
8️⃣ Reports & Analytics
- Generate detailed financial insights anytime.
- Profit & Loss Reports
- Balance Sheet & Trial Balance
- Cash Flow Statements
- Customer Ledger & Vendor Ledger
- Tax Summary Reports
- Expense Reports
- All reports are exportable to Excel or PDF.
9️⃣ Tax Management
- Stay compliant with local taxation requirements.
- Define multiple tax rates (GST, VAT, etc.).
- Apply taxes to items or invoices.
- Generate tax summary reports for filing.
🔟 Multi-User & Role Management
- Ensure financial data security through controlled access.
- Create roles (Admin, Accountant, Staff, Viewer).
- Define permissions for each module.
- Track user activity and logs.
🧠 Advanced Features
Works offline or hybrid (cloud-sync optional).
One-click data backup and restore.
Multi-currency and multilingual support.
Real-time financial analytics dashboard.
Custom financial year setup.
🧭 Ideal For
Small & Medium Enterprises
Accounting Firms
Traders & Distributors
Professional Services (Consultants, Agencies)
Manufacturers & Workshops