Finance / Accounting Functions

ITM software solutions directly integrated in finance and accounting solutions

To expand your capabilities, you can use all ITM applications with finance solutions from various well-known suppliers and transfer the entry data directly to the financial system concerned. Whether securities, clients or compliance - ITM software solutions can always be used and combined with any financial accounting system.

An optimal solution, however, is to be found in immediate interaction with directly and smoothly integrated financial systems. Data such as accounts, currencies or business year are thus kept, for example, in ITM Client, an OI management is completely integrated in the application and an accounts receivable management is available as a supplementary option.

Directly transfer entries to financial accounting and accounts receivable department

On command or at the touch of a button, ITM passes the entry data to the financial system to be entered. For this, the program uses the integration in diverse financial systems of various suppliers. This interaction also allows comprehensive analyses and evaluations both in ITM Client and also in the financial system. For this, the individual clients/entities are linked to the customers of the corresponding financial systems. The same procedure is possible as in ITM Securities: the security transactions can be recorded and entered in the financial system in a single operation.

You can obtain more detailed information on this subject direct from ITM. Just call or us or use our contact form.

 
 
Our most important partners in the area of financial and accounting systems
  Abacus Research AG, St. Gallen
  Sage (Switzerland) AG, Root