Features and functions
All features and functions ware designed and implemented in strong connection with clients and users.
CRM

Customer relationship management is a main module for managing all your company's relationships and interactions with customers and potential customers.
Manage your clients, banks, partners, competitors, physical persons, legal entities etc.
Accounting

bookkeeping in a simple way. Autogeneration of chart of accounts based on your type of business. Autogeneration of accounting transactions from events like invoice issuing, invoice payments, salaries etc. Balance Sheet, PL Statement, Cashflow report, Trial Balance, Budget Analysis - can be generated for any given period. Support of multi-currency transactions, forex transactions, Stock transactions, Quantity stock management. (Read more)
Documents Management

Get scan from any device at any time, get notified to renew agreements or check validity of power of attorney, get full control on access to certain documents, assign roles, set self destruction timers, link to events or any other object in the environment. Text extraction from PDF files for full text search and autofilling the forms.
Loans and deposits management

How many loans can you manage at the same time in Excel? Those who do it the know how difficult it is. Finsola makes it much easier!
Calculate interests rates using all international financial formulas, keep track of big quantity of loans and never miss the day of interest payment! This tool fill find all abnormalities in loan repayment and will be linked to bank transactions. Use LIBOR, EURIBOR and other inter-bank rates to calculate interest (Read more).
Trusts

A Cyprus International Trust is an English common-law-based legal vehicle, utilised by high net worth individuals for asset protection, tax planning and wealth management.
Manage family trusts as well as Cyprus International Trusts and its members, maintain structure, keep track of important events.
There is no any other application on the market with such full set of useful features!

We are open for suggestions to improve the Finsola Information Management System.