Greentree Financial Management

About Greentree4

“It really is the integration between all the financial modules, as well as the CRM interface, that makes [Greentree Software] stand apart.”

David Goodwin, Group Financial Controller
The PA People

At the core of every successful business is a proficient financial management system. Greentree provides a suite of financial management tools to provide your business with accurate, instant, reliable and error-free information to provide full control of your business performance and results.

The Greentree financial software modules are designed for each and every part of your business.

To arrange a consultation call us on 01767 677071 or use the contact form.


Why Greentree Financial Software?

Foreign Currency

Within Greentree you can build international price lists which can be maintained in the currencies of your customers. Overseas prices can also be calculated during order or invoice entry, based on domestic prices and current exchange rates. Greentree makes international trading easy through Greentree’s multi-currency facility, supporting foreign currency General Ledger accounts as well as international bank accounts, assets tracked in a foreign value, foreign currency customers and suppliers and transactions. Foreign exchange exposure can be reported via unrealised gains/losses reports at any time and realised variables are automatically calculated and tracked.


Automate tedious manual processes; slash paperwork, save both time and money! Greentree4 eDocs lets you convert received documents into executable electronic files – including expenses management. It’s never been easier to code, approve and reconcile your accounts and other documentation.

Accounts Payable

Greentree enables you to control and monitor where your money is going providing better control over the future of your business. Our managerial accounting and information resource helps your business to be successful in today’s challenging markets. By using Greentree Accounts Payable you can easily track what is owed to your suppliers and what your forward cash commitments for outstanding invoices and purchase orders are at any time.

Accounts Receivable

The nerve centre of any modern business is the Accounts Receivable department especially in todays economic climate. Greentree provides instant access to all the information that can make or break your business in an ease of use environment.

Cash Management

Efficient cash management is a vital component to the success of any business today. The Financial Controller must be in a position to determine the company’s actual liquidity at any point in time, and be able to forecast future cash flow based on good information and accurate data. Greentree’s Cash Management module offers you the tools to meet all of these requirements.

Consolidation & Translations

Deciphering International Financial Reporting can be a challenge. The pressure resulting from regulatory requirements such as the Sarbanes-Oxley Act and IFRS creates a large burden for many organisations. Greentree addresses this consolidations process by providing a transparent and collaborative approach to producing accurate group reporting that can be easily validated and shared throughout the business.


All businesses look at new ways to save valuable time spent on repetitive yet essential administration tasks. Greentree software tackles this at a push of a button through eReporting which provides the flexibility and ease of use to automatically send reports and business documents to staff, customers and suppliers via email, print or fax directly from within the software.

Fixed Assets

Greentree’s Fixed Assets module makes the managing assets, minimising tax and planning for future capital investments or disposals easy. Greentree provides detailed information so that you know exactly where each of your assets are located and the exact value, allowing you to plan more effectively for your capital purchases and disposals.


Many accountants use Microsoft Excel software every day to format, plan, and manipulate information for a wide variety of business uses. Greentree’s Financial Reporting Engine in Excel, or F.R.E.E., allows you to use these skills to easily create dynamic financial reports, that reflect the current state of your business.

General Ledger

Being able to access information easily and quickly is essential to running a successful business. These days companies tend to review KPI’s on a daily basis rather than waiting until the end of the month. All good systems have the General Ledger at the core; the Greentree General ledger is the heart of your financial management system. The FREE (Financial Reporting Engine in Excel) add-in gives users and accountants a direct connection with Microsoft Excel, giving the user powerful reporting tools.

Reports and Documents

Manage all of your financial reports and documents from the one location. Greentree Reports and Documents lets you share information across your teams with built in alerts to tell you how many items are waiting to be read – including when documents have been changed or updated. It means you will never miss an important report, contract, agenda, update or any other record, again.

Working with Applied Business

Applied Business Computers will examine your current business processes in order to make recommendations with the growth and development of your business in mind.

Once we have a template to work with we will install and service a suite of products that will grow with your business for the long-term. Consistently delivering real competitive advantage by reducing the risks and errors that crop up within a business that can cause a breakdown in communication, both internally and externally.

Your clients, customers and consumers will all see vital improvements in the way you operate, deliver and communicate, which can only have a positive impact on your sales and relationships.

Call us now on 01767 677 071, or get in touch using the form.