Greenote

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About Greenote

Deep Dive with Clara AI

Greenote is Windows desktop software for Indian Chartered Accountants. Drop in a client's bank statement as PDF, Excel or CSV, and it returns categorised entries with the counterparty named, ready to post into TallyPrime or Tally.ERP 9. It reads 100+ Indian bank formats, checks the running balance before anything is posted, and lets you undo an entire Tally upload if it went to the wrong company. Everything runs on your own machine. Nothing is uploaded, so your client's bank data never reaches a third-party server. One licence, unlimited statements, no per-page fees and no card kept on file.

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Pricing

Free Trial Available
Starts at $52.45.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

67%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Desktop App (Windows)

Organization Types Supported

Small Business

API Support

Not available

Modes of Support

Business Hours, Online

Greenote Features

Show Feature Explanation

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Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

67%

General Ledger

Maintaining and recording all the accounting related transactions.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Accounts Receivable

Handling the money the client owes to the company.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Payable

Handling the money owed by a business to its suppliers.

Document Management Features

Offline Access

Allows users to access files and documents in offline mode

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.