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ERP for finance and operations

caresynX Books is a general ERP — not a home care or clinical product. Accounting, banking, selling, purchasing, warehousing, manufacturing, payroll, and service operations share one ledger and one set of master data.

  • Accounting and GL
  • Banking
  • Selling and purchasing
  • Warehousing
  • Payroll and HR
  • Service operations

Modules

One ERP, section-level permissions

Company-scoped roles control who can see accounting, warehouse, payroll, and operations.

Accounting

Journals, general ledger, and trial balance. Draft, review, and post vouchers without leaving the books.

Banking

Bank activity alongside the ledger so cash and postings stay reconcilable.

Selling and purchasing

Orders, vendors, and purchasing flows that post into the same financial records.

Warehousing

Stock on hand and warehouse movements tied to products in master data.

Manufacturing

Production-related operations for organizations that make as well as buy and sell.

Master data

Parties, products, and GL accounts as a shared foundation for every module.

Human capital and payroll

People and payroll in the same ERP as the ledger, with section-level access control.

Service operations

Operations hub and job stages for service work that still needs to hit the books.

How it works

From master data to reports

1

Configure the company

Set master data — parties, products, and GL accounts — once for the tenant.

2

Run operations

Purchasing, warehouse, selling, and service jobs record against that master data.

3

Post the books

Create balanced journal drafts, review, and post to the ledger.

4

Pay people

Payroll and human capital stay inside the same company scope.

5

Report

General ledger, trial balance, and operational reports from one source of truth.

Pricing

Priced with your chart of accounts, not a public grid

Tell us company size, modules, and users. We will come back with a plan.

Custom Books plan

Includes the ERP modules your finance and operations teams actually use. We confirm scope on a demo.

  • Accounting, banking, selling, and purchasing
  • Warehousing, manufacturing, and master data
  • Payroll, service operations, and reports
  • Company-scoped roles and section permissions

Pricing

Contact us

Contact us Live demo