IntelliDealer™ Financial Management

When time is money, the IntelliDealer™ Financial Management module gives you the tools to help maximize both, with unparalleled visibility and an automated single-entry system.

Simplify Data Entry

Single-entry processing saves time for accounting staff.

Maximize Usability

An intuitive interface requires minimal training and surfaces key information quickly.

Forecasting Focus

Comprehensive reporting and projections keep you moving forward.

IntelliDealer™ Financial Management Features

You need reliable financial information – but too often, you pay for it in staff time and frustration. IntelliDealer™ Financial Management connects your general ledger with an intuitive interface, making the process easy.

Journal Entry System

Keep records with minimal effort with an easy-to-post system for automatic reversal, accruals, and recurring entries. View and enter financial data in the general ledger account and chart of accounts.

Manage Customers and Suppliers

Quickly understand the aging of accounts receivable and perform credit-limit analysis, and manage purchases and accounts payable.

Maintain Records

Pull up your detailed invoice history, maintain credit notes, and review statements with ease.

Purchase Order System

Stop manually entering and tracking purchase order details. Automatically import information from accounts payable, and effortlessly manage the acquisition of fixed assets and equipment.

Why IntelliDealer™ Financial Management?

Information Accessibility

Pull up graphed displays and complete records of each customer so you can retain key findings and statistics on profiles, accounts receivable, credit-limits, billing, and more.

Manage Payables

Equip your team with the tools to track everything from vendor invoices to distribution information, all from a single screen entry-point.

Easier Reporting and Analysis

Make financial reporting and analysis simple with general ledger account creation, quick edits, and fast lookup capabilities.