Financial Management



Proficient financial management leads to Effective business management and it is vital to have the right tools at your disposal.

Greentree's ERP software gives you accurate, instant, reliable and error-free information.

General Ledger

You need accurate and timely information on a daily basis and Greentree's General Ledger should be the core of your financial management system.

It provides direct connectivity with Microsoft Excel ©, providing a powerful range of reporting and formatting tools.

Cash Management

Good cash management is critical and your Financial Controller should be able to determine the company's actual liquidity at any point in time.

Greentree's ERP system will allow you to forecast future cash flow based on good information and accurate data.

Accounts Payable

By using Accounts Payable you can track, control and monitor where your money is going.

Greentree's ERP solution can highlight what is owed to your suppliers, what your forward cash commitments will be and what your purchase orders are.

Accounts Receivable

Your Accounts Receivable department is the nerve centre of your company's accounting operations.

A good Financial Management Solution should provide information that can help your business run smoothly.

Fixed Assets

Greentree's Fixed Assets module manages assets, helps minimise tax and allows you to plan for future capital investment or disposals.

You'll know exactly where each of your assets are along with their exact value.

Consolidations and Translations

ERP software helps to make sense of International Financial Reporting.

The pressure from regulatory requirements creates a burden organisations which are relieved by the Greentree consolidations process.


Greentree's eReporting provides flexibility and ease of use to automatically send reports and business documents to staff, customers and suppliers.

Either via email, print or fax and all at the push of a button.


Greentree4 eDocs lets you convert received documents into executable electronic files - including expenses management.

Its never been easier to code, approve and reconcile your accounts and other documentation.

“Ryman is a rapidly-growing business and eDocs has improved our workflow from the moment the invoice is received, to the time the supplier is approved, to paid.”

- Rebecca Payne, Accounts Payable Team Leader, Ryman Healthcare Ltd


Greentree's ERP Software provides a Financial Reporting Engine in Excel, or F.R.E.E.

An accountants favourite, Microsoft's Excel © is at the center of dynamic financial reports that reflect the current state of your business.

Foreign Currency

International trading is made easy with Greentree's multi-currency facility, supporting foreign currency General Ledger accounts as well as international bank accounts.

Assets are tracked in a foreign value and your FX exposure may be reported via unrealised gains/losses reports at any time.

International price lists can be created and maintained in the currencies of your customers and overseas prices can be calculated during order/invoice entry.

WebView Financial Reporting

With WebView Financial Reporting you can build detailed reports available securely to anyone, anywhere and at any time.

Using automated version control, you are always presenting the very latest information.

Everyday operational reporting to more complex Board reports – Greentree WebView Financial Reporting has it covered.

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“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.

The second is that automation applied to an inefficient operation will magnify the inefficiency.”

– Bill Gates

Hop Market, Worcester Hop Market, Worcester
© D. Grove


“Greentree enables us to access organisational information and meet our compliance obligations, faster and more efficiently than we ever have before.

Without it, we simply couldn't attract, manage or retain the level of donor funding we have today.”

– Kerry Bosworth, Finance Director, Cord UK