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Rating: 4.9. Number of organizations: 161
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Operating system: Windows, Android, macOS
Group of programs: Business automation

Analytical accounting of financial investments

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What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!

Analytical accounting of financial investments - Program screenshot

Business in the field of investments requires owners to maintain correct analytical accounting of financial investments, ensuring the availability of data on all units of deposits accounting and on the firms to which they are entered. In the analytical part, it is important to divide financial investments by their types and investments objects. At the same time, it is important to provide up-to-date information on investments in objects in the country and abroad, reflecting them in a variety of analytical reports. As a rule, cash deposits are divided into several options, such as securities, assets, bonds, loans, and others, to this classification it is necessary to create a convenient table or document format so analytical information is fully available to each object of the groups. Professionals must regulate each asset and investment so as not to miss the opportunity to sell and receive benefits. Now there are more and more companies that specialize in investment and are ready to provide services in the financial area to individuals and legal entities, and this implies large amounts of data, financial documentation, calculations, and transactions within the framework of current legislation. Financing and investing are the industries where you cannot do accounting ‘on your knees’ or using primitive applications scattered by purpose, the cost of mistakes is too high. Hence, managers strive to bring the company"s work to a unified order and automate internal processes using specialized apps. In the vastness of the Internet, it is not difficult to find common systems or the area of investments, it remains only to choose so it meets the needs and requirements of the organization and personnel. At the same time, the app mustn"t cause difficulties both at the time of development and during the period of active operation by specialists from different departments.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-11-22

This video is in Russian. We have not yet managed to make videos in other languages.

We suggest not to waste precious time looking for a suitable platform but to turn your attention and explore the advantages of the USU Software accounting system. For more than one year, this program has been helping entrepreneurs around the world to establish order in processes, create a productive staff interaction mechanism and rational use of resources. A team of specialists not only offers a high-quality app but also modifies it to meet the needs of the client, his wishes, with a preliminary analysis of the internal structure. As a result, the customer receives not just an automation system, but a set of implementation of goals and strategies tools. As for investments companies, the hardware configuration help in managing investments, financial contributions, subjecting analytical accounting to each operation, and cash flow. Sources of financing are referred to as automation, with a division into short-term and long-term investments. Separate databases are formed according to investors and clients, which contain a maximum of information, contracts, documentation, invoices, and the entire history of cooperation, dividends received. Employees are able to quickly search for data and operate on the results, group them, filter by different parameters, which in itself speed up the execution of operations. Software algorithms help to manage the contracts concluded with each counterparty with different financial contributions conditions. The accounting application supports working with different currencies, you can set one of them as the main one, but you can change them as needed. Contracts are drawn up using the USU Software accounting program, where most of the lines have already been filled in, managers only have to enter the client"s data if he has not been previously registered in the database. It is possible to attach important documents to records, contracts to keep the history of cooperation in one place.

We currently have a demo version of this program only in Russian.

You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.



Thanks to the automation of analytical accounting of financial investments, it becomes easier for a company to determine promising directions, which brings more profit. It is easier according to the accounting department to reflect assets in accounting, dividing them into short-term and long-term periods, with the subsequent formation of documentation in accordance with current legislation. The financial investments management platform successfully copes with any organization, regardless of size, ownership, and location, adjusting to each of them. Wherever it is required to control deposits, contributions, and investments, followed by analytical control, the USU Software application becomes a reliable assistant. In the settings, you write calculations formulas, so you always have up-to-date data and the likelihood of losing money will be minimized. Detailed analytical, financial statements are formed according to the required parameters and in a matter of minutes, so you do not miss a favorable sale and purchase of securities, assets moment, thereby reducing the risk of loss. Besides, with the help of special reports, it is possible to calculate the amount of each investor accruals, while you make a calculation with or without capitalization, depending on the purpose and terms of the contract. Experts appreciate the ability to quickly determine the periods and volumes of payments on investments of investors. Algorithms are sharpened for monitoring, capital, and investments management, so it becomes much easier to regulate the flow of finance, control payments, and debts, with their listing in separate lists. So, you create a register of contracts with payments on any date, with the conversion of amounts into any currency. Consolidated, analytical reporting reflects the general picture of the company"s activities, which organizes investments management, showing the number of certain period receipts, dividends paid according to contracts, with the construction of graphs and diagrams.



Order an analytical accounting of financial investments

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




Analytical accounting of financial investments

With all the breadth of its capabilities, USU Software remains an easy-to-use platform that does not take long for users to understand. Moreover, specialists take over the implementation procedures, configuration, and training, which implies a short course. Installation and training take place not only in the office but also remotely, via the Internet, which is convenient for foreign companies. The application help creates a comfortable working environment for each specialist, providing tools according to the position held. The use of modern technologies positively affects the attitude of customers, depositors and increases the prestige of the organization. The hardware helps establishes comprehensive control over the company"s financial investments and securities, following the required regulations. The application was created based on the latest technologies, which permits the organization to provide the organization with effective conducting calculations tools, documentation, and interaction with counterparties. The investments monitoring system automatically updates the information or it can be implemented manually, so only relevant information is used in the work. Employees appreciate the possibility of transferring routine operations and calculations to freeware algorithms, automated control, and accounting of deposits become more transparent. The software supports the formation of analytical, managerial, financial, and personnel reporting, helping the management to always be aware of all matters. To fill the reference databases with clients, investors, and counterparties, you can use the import function, it supports different formats and preserves the internal structure. To generate reports, documents, contracts, invoices, templates, and samples are used that have passed preliminary approval, while each form is drawn up with a logo, company details. Logging into the system is carried out through entering a login and password, which is issued to each employee, which works with software algorithms. Users are provided with a separate workspace with a set of functions and information, according to job responsibilities. Blocking of accounts is performed automatically in the event of prolonged inactivity on the part of employees, this is necessary to protect data from unauthorized access. The software provides operational database management through the use of contextual search, filtering, sorting information according to the specified parameters. When working in a local network, the Internet is not required, but if there is a need to use the program outside the organization, then a remote connection is possible with a connection to the worldwide network. Continuous accounting in real-time helps evaluate the performance of personnel, reflecting the volume of tasks performed, efficiency, and deadlines. The settings set the frequency of creating a backup, which is useful when restoring the database in case of hardware problems. The demo version of the software configuration is distributed free of charge and helps to evaluate the functionality and interface before purchasing licenses.