One platform, every part of the business

Build invoices from your stock list or enter them freehand, route them for approval, and email a branded PDF to the customer. Delivery notes, credit notes and payment allocation are all handled in the same workspace.

• Branded PDF invoices and delivery notes generated automatically
• Draft, approve and send workflow with a full approval trail
• Partial payments, credit notes and outstanding balance tracking
• Multi-currency invoices with exchange rate capture

Track every item across warehouses and branches, see what is running low, and let DavoBooks keep quantities honest by deducting stock the moment an invoice is paid or a sale is completed at the till.

• Stock items linked directly to invoice and POS lines
• Automatic quantity deduction when a sale is settled
• Low stock alerts and reorder visibility per location
• Transfers between branches with receiving confirmation

DavoBooks keeps the ledger, the bank and the day-to-day spending in one picture. Record expenses against the right account, reconcile transactions, and read your position without waiting for a month-end pack.

• Company bank accounts with running balances per currency
• Expense capture with supporting document uploads
• Trial balance, profit and loss and balance sheet reports
• Cash flow analytics with daily, weekly and monthly views

Serve customers quickly with a search-first till, print or email a receipt, and let the sale update inventory and the ledger automatically. No end-of-day re-typing, no mismatched numbers.

• Fast product search and barcode-friendly checkout
• Receipts printed or emailed at the point of sale
• Multiple payment methods recorded against one sale
• Sales synchronised into stock and accounting immediately

Keep staff records, earnings and deductions in one place, run payroll on a schedule, and produce payslips that employees can trust. Loan and advance balances are tracked alongside each person.

• Staff records with salary structures and allowances
• Statutory deductions and benefits applied consistently
• Payslips generated as PDFs for each pay run
• Staff loans and advances tracked to the outstanding balance

Give every project a workspace with milestones, tasks, owners and updates. Invite the customer to follow progress, and keep the commercial side - budgets and billing - attached to the same record.

• Milestones, tasks and progress tracking per project
• Separate internal projects from customer-delivered work
• Team assignments with per-person workload visibility
• Optional meeting scheduling with reminder notifications

Every conversation, invoice, payment and quote sits against the customer record. Account managers see exactly what a client owes, what has been delivered, and what happens next.

• Company and individual customer records with TIN details
• Account managers assigned per customer
• Full invoice, payment and statement history per client
• Customer portal access for shared documents and balances

Filter by period, company, currency or branch and export what you need. Directors get a business performance overview while accountants drill into the detail behind each figure.

• Financial statements with drill-down to source documents
• Stock valuation, movement and low-stock reports
• Customer ageing and supplier payables summaries
• Invoice, expense and payroll registers ready for review

Compliance and internal control both depend on being able to answer 'who changed this, and when?'. DavoBooks records the actor, the action and the time on the records that matter.

• Activity logs for creation, approval, edits and cancellations
• Approval records linked to the responsible staff member
• Company-scoped logs that follow your data boundaries
• Filterable history for auditors and internal reviewers

Ask plain questions such as how much was invoiced this month or which customers are overdue. The assistant is scoped to your company account, cannot change records, and is designed to keep your financial data inside your workspace.

• Answers grounded in your own company records
• Read-only by design - it cannot alter financial data
• Scoped to a single company so data never crosses accounts
• Useful for quick totals without building a report