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HR & Payroll

Website & E-commerce

Inventory / Stock

Asset Management

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Manufacturing
Retail
Non Profit
Agriculture
Healthcare
Education

Open Source ERP

Project Management Software

Project-centric integrated ERP

Oversee tasks & enable business process

Implementation partner to drive project success

100% Open Source ERPNext solution

Get Started

Smart Accounting, Seamlessly Integrated.

Empower Your Finances with

Open Source ERPNext Accounting

Simplify your accounting with a powerful, open-source ERP. Automate compliance, track every transaction, and gain real-time visibility — all in one place.

Modules
Industries

Accounting

Buying

Selling

CRM

Asset Management

Projects

HR & Payroll

Help Desk/Support

Website & Web Portal

Accounting

Buying

Selling

CRM

Asset Management

Projects

HR & Payroll

Help Desk/Support

Website & Web Portal

Smart Accounting, Seamlessly Integrated.

Empower Your Finances with Open Source ERPNext Accounting

Simplify your accounting with a powerful, open-source ERP. Automate compliance, track every transaction, and gain real-time visibility — all in one place.

Chart of Accounts

General Ledger

Journal Entries

Sales & Purchase Invoices

Banking Integration

Asset Management

Taxes & Compliance

Reports & Dashboards

Automation Tools

Preconfigured & flexible

Chart of Accounts

From payments and receipts to credit/debit notes, log all kinds of entries with just a few clicks.

Payment entry matching

Real-time balance updates

Clean audit trails

Your single source of financial truth

General Ledger

Track every financial entry in real time with a dynamic ledger system that keeps your books transparent and error-free.

Drill into each transaction

Real-time balance updates

Clean audit trails

Record everything, your way

Journal Entries

Track every financial entry in real time with a dynamic ledger system that keeps your books transparent and error-free.

Multiple entry types

Quick posting with validations

Linked with other documents

Handle all types of payments

Payment Management

Whether you're paying suppliers or receiving from customers, record and manage every payment method — bank, cash, or online.

Multiple entry types

Reconciliation options

Mode-specific tracking

World's best free and open source ERP

Open Source ERP Software for Procurement

Digitize your entire purchase flow with ERPNext, from material requests to invoicing, ensuring budget limits are enforced.

Material Requests

Auto Re-Order

Request for Quotation (RFQ)

Supplier Quotation

Purchase Order (PO)

Receive Goods

Payables Management

Procurement Analytics

Streamlined Purchase Initiation

Material Requests

Departments easily raise procurement needs, ensuring timely communication.

Simple purchase requests

Clear department needs

Faster initiation

Your single source of financial truth

General Ledger

Track every financial entry in real time with a dynamic ledger system that keeps your books transparent and error-free.

Drill into each transaction

Real-time balance updates

Clean audit trails

Record everything, your way

Journal Entries

Track every financial entry in real time with a dynamic ledger system that keeps your books transparent and error-free.

Multiple entry types

Quick posting with validations

Linked with other documents

Handle all types of payments

Payment Management

Whether you're paying suppliers or receiving from customers, record and manage every payment method — bank, cash, or online.

Multiple entry types

Reconciliation options

Mode-specific tracking

Transform Your Project Workflows

Struggling with missed deadlines, budget overruns, or scattered task updates? ERPNext Project Management unifies planning, execution, and reporting—so your team stays aligned, resources are optimized, and stakeholders stay informed

Automated Task Management

Assign work, set dependencies, and eliminate bottlenecks

Resource Optimization

Allocate teams, tools, and budgets efficiently.

Unified Operations

Integrate projects with CRM, accounting, and inventory for seamless workflows.

Organize Work, Maximize Output

Task & Workflow Management

Plan, assign, and monitor tasks with clarity using collaborative workflows.

Multi-View Boards

Switch between Kanban, Gantt, Calendar, and List views

Smart Task Assignment

Auto-assign based on roles, deadlines, or workload.

Status Automation

Trigger task progressions with rule-based workflows.

Track Time, Improve Efficiency

Timesheets & Resource Utilization

Track Time, Improve Efficiency

Effort-Based Billing

Auto-calculate costs based on time logged.

Team Utilization Reports

View who’s overbooked or underutilized.

Timesheet Approvals

Timesheet Approvals

Keep everything in one place.

Project Profitability & Costing

Project Profitability & Costing

Cost Forecasting

Use historical data for future planning.

Expense Categories

Tag, group, and report expenses easily.

ERP Integration

Pull directly into your general ledger and reports.

Communicate without chaos.

Email Integration

Bring email threads into your projects.

Linked Emails

Attach relevant threads to tasks or deliverables.

Reply Tracking

Follow up on project-specific discussions.

Project Inbox 

One place for all email communication.

Know where your money goes.

Project Profitability

Get a clear picture of your margins.

Live Dashboards

Visualize cost vs revenue in real time.

Detailed Financials

Breakdowns by project, department, or team.

Invoicing Links

Automatically connect with ERP financial data.

Stay on budget, always.

Project Costing & Financial Reporting

Get a clear picture of your margins.

Cost Forecasting

Use historical data for future planning.

Expense Categories

Tag, group, and report expenses easily.

ERP Integration

Pull directly into your general ledger and reports.

Keep clients in the loop.

Client Portal

Give customers real-time access to their project dashboard.

Share Updates

Show progress, milestones, and files securely.

Custom Branding

Maintain professionalism with your brand.

Invoicing Links

Automatically connect with ERP financial data.

Why Partner with Tridots Tech?

As a Frappe Silver Partner, we enhance ERPNext CRM for your unique needs:

Industry Workflows

Tailor CRM for manufacturing, SaaS, or retail.

Migration Support

Move data from legacy tools (Zoho, HubSpot) without loss

Training

Coach teams on advanced automation and analytics.

Get Started Today

Free CRM Audit ➔ Custom Configuration

Let Tridots Tech transform your customer relationships with ERPNext’s unified, open-source CRM.

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Open Source

Project Management Software

Project-centric integrated ERP

Oversee tasks & enable business process

Implementation partner to drive project success

100% Open Source ERPNext solution

Get Started

Transform Your Project Workflows

Struggling with missed deadlines, budget overruns, or scattered task updates? ERPNext Project Management unifies planning, execution, and reporting—so your team stays aligned, resources are optimized, and stakeholders stay informed

Automated Task Management

Assign work, set dependencies, and eliminate bottlenecks

Resource Optimization

Allocate teams, tools, and budgets efficiently.

Unified Operations

Integrate projects with CRM, accounting, and inventory for seamless workflows.

Task List Clipboard Check Streamline Icon: https://streamlinehq.com

Task Management

Assign multiple tasks highlighting subject, priority level, progress status, timeline details.

Keep track of project/daily tasks Regularly/anytime.

Satisfy your customers completing and delivering on-time projects.

Track all upcoming projects and client demands.

Set your team deadlines for each project.

Task List Clipboard Clock Streamline Icon: https://streamlinehq.com

Timesheet Management

With our cloud ERPNext project management module, employees/staff can easily submit their daily tasks with the start and end of task timing.

Collaboration of tasks or assigning of tasks is possible.

You can drag-n-drop files, browse, upload files or attach a weblink with the document.

you can share timesheet details with any team member.

Track particular period documents in the cloud system anytime.

Office Folder Streamline Icon: https://streamlinehq.com

File/Document Manager

User/team upload, share files (images, videos, documents).

Project-related documents are stored and monitored to keep the progress moving successfully.

Paginate Filter Mail Streamline Icon: https://streamlinehq.com

Email Management

Customize and automate email notification templates.

Connect your customers, vendors, and team in real-time.

Enhance sales and productivity with custom reminders.

Trading Graph Streamline Icon: https://streamlinehq.com

Project Profitability

Measure and predict project profitability, protecting cash flow.

Budget variance reporting - Calculate resource expense and budget of the project phase.

Optimize resource scheduling in a real-time spreadsheet.

Modern Payment Desktop Transaction Streamline Icon: https://streamlinehq.com

Project Costing & Report

Straightforward time-tracking system for project, task and activities.

Compose cost of resource and billing effortlessly.

Connect employee or user task timesheet with payroll to process salary.

App Window User Streamline Icon: https://streamlinehq.com

Project Customer Portal

Give your customers or clients a transparent experience and report updates about the projects.

Outside or external users can view your project status, report bugs, client-interactive billing details, on-time notifications about progress.

Task Management

Timesheet Management

File/Document Manager

Email Management

Project Profitability

Project Costing & Report

Project Customer Portal

Accounting Entries

Chart of Accounts

Journal & Payable Entry

Sales & Purchase Invoices

Multi-Currency Accounting

Subscription & Invoice Discounting

Bank & Payment Reconciliation

Accounting Invoice Streamline Icon: https://streamlinehq.com

Accounting Entries

Engineered online accounting entry software with custom dashboard.

Emphasize your sales, expenses, performance with real-time indicators.

Monitor your entire operational accounting workflow in one spot.

Integrate your current system with our industry-leading ERPNext solution

Trading Graph Streamline Icon: https://streamlinehq.com

Chart of Accounts

Chart of accounts is the pool of ledger accounts.

It is the foundation for company's record-keeping system

Generic account includes records of expense, equity, liability, revenue, assets.

The structural group contains sub-ledger and general ledger account.

Turn your financial report standards easier with Tridots Tech module.

Notes Book Streamline Icon: https://streamlinehq.com

Journal & Payable Entry

Designed to track and accomplish all payable transactions.

Save money by monitoring income, cash flow, overhead expenses.

User-defined invoice flagging for payment with manual override capability

Empowering accounts payable functions with our task-driven, accounting-centric solution.

Modern Payment Self Checkout Touch Streamline Icon: https://streamlinehq.com

Sales & Purchase Invoices

User-friendly invoice for your customers or vendors/suppliers.

Trigger payable bills as notification via email or SMS reminders.

In-depth detailing of product summary with discounts mentioned in sub-total.

Default or custom printable templates are configured for owners.

Currency International Currency Streamline Icon: https://streamlinehq.com

Multi-Currency Accounting

Manage global transactions with our multi-currency system.

Customize currency value in invoice templates easily.

Quick and secure implementation of budget scenario creation.

Real-time reporting of multi-company, multi-division cash flow.

Modern Payment Desktop Transaction Streamline Icon: https://streamlinehq.com

Subscription & Invoice Discounting

Handle memberships/subscriptions with an auto-invoicing system.

Avoiding time wastage on preparing monthly reminder bills.

Retain the business growth with our auto-generating invoice system.

Saving Bank International Streamline Icon: https://streamlinehq.com

Bank & Payment Reconciliation

Create and maintain unlimited bank accounts for your customers and suppliers/vendors.

Sync your financial transactions with multiple banks or payment integrations.

Download bank statements anytime for current or term liabilities.

Centralized Control, Distributed Operations

Effortless General Ledger & Chart of Accounts

From payments and receipts to credit/debit notes, log all kinds of entries with just a few clicks.

Prebuilt templates

Start with GAAP/IFRS-compliant structures.

Multi-level accounts

Track departments, projects, or branches separately.

Auto-posting

Sync entries from sales, purchases, and payroll.

Automated, Error-Free Matching

Bank Reconciliation & Payments

Sync with 5,000+ global banks and reconcile in minutes

Bank API integration

Direct feeds from PayPal, Razorpay, Stripe, etc.

Smart suggestions

Auto-match invoices/payments to transactions.

Reconciliation reports

Audit trails with timestamps and user logs.

Handle 120+ Currencies with Ease

Multi-Currency & Global Compliance

Automate forex calculations, tax filings, and cross-border invoicing.

Real-time exchange rates

Auto-updated from ECB/Google Finance.

Tax Templates

ST, VAT, Sales Tax, and 1099 reporting.

Multi-company support

Consolidate financials across subsidiaries.

Insights at Your Fingertips

Advanced Financial Reporting

Generate 50+ prebuilt reports or create custom ones in seconds.

GAAP/IFRS statements

P&L, Balance Sheet, Cash Flow, Trial Balance.

Drag-and-drop builder

Customize dashboards with KPIs.

Drill-down analytics

Track expenses to individual transactions.

ERPNext CRM

Traditional CRMs

Capability

ERPNext

Traditional CRMs

Cost Structure

No per-user fees, unlimited contacts

Tiered pricing, pay for features

Customization

Modify fields, workflows, and UI freely

Limited to vendor templates

Data Ownership

Self-hosted, full data control

Cloud-only, vendor-managed

Scalability

Grow from startups to enterprises

Often requires platform upgrades

Integration

Native links to accounting, inventory, HR

Requires third-party connectors

Why Partner with Tridots Tech?

As a Frappe Silver Partner, we bridge the gap between ERPNext’s capabilities and your business needs:

Tailored Implementation

Configure workflows for your industry (retail, manufacturing, SaaS).

Post-Launch Support

Dedicated helpdesk, quarterly audits, and upgrade assistance.

Training Programs

Hands-on sessions for finance teams to master advanced features.

Get Started Today

Free Consultation ➔ Custom Demo

Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.

Book a Demo

Faq's

Common Questions & Answers

Here’s everything you need to know about Payble, from features to getting started.

How do you ensure business continuity during the modernization process?

We use an incremental approach, modernizing your system in phases while keeping the existing system operational. This minimizes disruption and allows your team to continue working throughout the process. We also conduct thorough testing at each phase to ensure compatibility and functionality.

How do you ensure business continuity during the modernization process?

How do you ensure business continuity during the modernization process?

How do you ensure business continuity during the modernization process?

How do you ensure business continuity during the modernization process?

Contact informmation

Help Desk

info@tridotstech.com

Live Chat

Live Chat Link

Give Us a Call

+91 99401 81721

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