Accounting and Financial Management
Automated financial accounting system with smart bank integration and convenient report preparation for VID EDS. Ensure accurate accounting in compliance with Latvian legislation with real-time balance and smart tax control.
Taxes and Automated Reporting
Align company data with state registers and meet legal requirements without manual data entry. Jumis Finance is a smart choice for small businesses to automate communication with VID, while Jumis offers extensive functionality to ensure seamless compliance for medium-sized businesses with more complex tax processes.
- Unified tax account transaction import from VID EDS (Jumis Finance): Automatic data upload to align company records with state data.
- VAT declaration – creation and submission to VID EDS (Jumis Finance): The process is carried out directly through the app, without manual login to EDS.
- VAT calculation from document amount: Automatic tax separation during document entry.
- Posting templates with proportion specification: Automated posting based on predefined conditions.
Operational accounting and data detailing
Automate daily calculations and maintain impeccable order in the company's asset accounting. Gain complete data transparency by verifying any figure in reports down to the original document in just seconds.
- Automated fixed assets and future period accounting: The system performs calculations and maintains lists automatically.
- Future period revenue and expense accounting cards: Precise control over payments related to the future.
- Fixed assets list with current values: Always accessible overview of the company's assets.
- Detailed breakdown of amounts in reports: A feature that allows you to see which invoices make up a specific amount in the report.
- Advance payment creation from digitized documents: Report preparation with just a few clicks using receipts available in the system.
Financial reports and management tools
Monitor profits and plan future cash flow with real-time data. Jumis Finance offers small and new businesses an easy and transparent set of management tools, while the Jumis program provides medium-sized companies the necessary power and detail for budget planning.
- Balance sheet and P&L at any time: Preparation with automatic balancing of assets and liabilities.
- Cash flow and budget accounting: Tools for financial planning and execution control (Jumis).
- Dashboard with current transaction status: Visual overview and easy access to the latest activities.
- Bank statement import and payment matching: Automatic transaction upload and reconciliation with invoices.
Turn complex accounting into structured business management and focus on the growth of your company.
Comparison of Jumis and Jumis Finance
Jumis
Jumis Finance
Target Audience
Work in a web browser (from any device)
Program installation on a computer (Windows)
Automatic system and legislative updates
Posting templates and automatic bookkeeping
VAT calculation directly from the document amount
Document digitization (OCR reading of receipts/invoices)
Mass document posting and processing
Frequently Asked Questions
Can I prepare a balance sheet mid-year?
Yes, an operational balance sheet and P&L are available at any time with real-time data.
How does data exchange with VID work?
Jumis Finance has a direct integration with VID EDS, allowing you to submit declarations and receive tax account data without manual file export.
Does the system support VAT proportion calculation?
Yes, you can set the required proportions for automatic calculation in the posting templates.
Is Jumis accessible from any device?
No, the Jumis solution does not have this capability. However, Jumis Finance is a cloud service that provides secure access to financial data from anywhere, facilitating collaboration between company management and the accountant.