Accounting and financial management
Automated financial accounting system with smart bank integration and convenient report preparation for the SRS EDS. Ensure accurate accounting in compliance with Latvian legislation, featuring a real-time balance sheet and intelligent tax monitoring.
Taxes and automated reporting
Reconcile company data with state registers and meet legal requirements without manual data entry. Jumis Finance is the smart choice for small businesses to automate communication with the SRS, while the extensive functionality of Jumis ensures seamless compliance for medium-sized enterprises with more complex tax processes.
- Unified tax account transaction import from the SRS EDS (Jumis Finance): Automatic data loading to ensure company records match state data;
- VAT return – creation and submission to the SRS EDS (Jumis Finance): Operations are performed directly through the application, without manual login to the EDS;
- VAT calculation from document total: Automatic tax separation upon document entry;
- Accounting templates with proportional allocation: Automated posting based on predefined conditions.
Operational accounting and data detailing
Automate daily calculations and maintain impeccable order in your company's asset accounting. Gain complete data transparency by verifying any figure in your reports down to the original source document in just a few seconds.
- Automated accounting for fixed assets and deferred items: The system performs calculations and maintains lists automatically;
- Deferred income and expense accounting cards: Precise control over payments relating to future periods;
- Fixed asset register with current values: An always-available overview of company assets;
- Detailed breakdown of amounts available for reports: A feature that allows you to see which invoices make up a specific amount in a report;
- Advance payment report creation from digitized documents: Generate reports with just a few clicks from receipts already in the system.
Financial reports and management tools
Monitor profit and plan future cash flow with real-time data. Jumis Finance offers small and emerging businesses a simple and clear suite of management tools, while the Jumis program provides medium-sized enterprises with the power and detail required for budget planning.
- Balance sheet and P&L at any time: Preparation with automatic balancing of assets and liabilities;
- Cash flow and budget tracking: Financial planning and performance control tools (Jumis);
- Dashboard with current transaction status: A visual overview and convenient access to the latest activities;
- Bank statement import and payment matching: Automatic transaction loading and reconciliation with invoices.
The features your business needs
Transform complex accounting into streamlined business management and focus on growing your company.
Comparison of Jumis and Jumis Finance
Jumis | Jumis Finance | |
|---|---|---|
Target audience | Mid-sized and growing businesses | Small and emerging businesses |
Browser-based work (from any device) | ||
Software installation on PC (Windows) | ||
Automatic system and legislative updates | ||
Accounting templates and automated posting | ||
VAT calculation directly from the document total | ||
Document digitization (OCR receipt/invoice scanning) | ||
Bulk document posting and processing | ||
Direct integration with SRS EDS (Report submission) | ||
Unified Tax Account (UTA) transaction import | ||
VAT return and attachments | ||
Balance sheet and P&L in real time | ||
Detailed breakdown of amounts (drill-down) to the document level | ||
Cash flow forecasting and control | ||
Unlimited number of dimensions and objects for analysis | ||
Bank statement import and invoice reconciliation | ||
Automated tracking of fixed assets and inventory | ||
Deferred expense accounting | ||
Create expense reports from digitized receipts |