PDI Enterprise Financial

Strengthen Your Financial Backbone

Optimize your business to manage accounts payable, accounts receivable, cash management, and your general ledger.

NAMER

Make Confident, Timely Decisions

Get industry-specific accounting tools for your entire business, empowering you to streamline management and improve decision making.

Access One Version of the Truth

From financials to pricing, PDI Enterprise leverages a centralized database to deliver one version of the truth across your entire organization. 

Optimize Your Accounting

Every part of PDI Enterprise works 
seamlessly together (AP, AR, cash management, and daily reporting) to help you make timely, reliable business decisions.

Leverage Data to Drive Operations

Holistic software scales to meet your business needs with data transparency and uniformity across your entire operation.

Key Features

General Ledger

Manage the complexities of multi-site operations, seamlessly integrating with other PDI Enterprise modules that include intelligent allocation, amortization, and repeating journal entries.

Item Reconciliation

Automate reconciliation of common business transactions—including credit cards, lottery, and money orders—to manage by exception.

Cash Management

Efficiently process customer charges, invoices, receipts, and statements with support from cash and electronic fund transfers (EFTs), account reconciliations, and positive pay files.

Accounts Payable

Automate the processing of vendor payments to help ensure the process of account settling is efficient, accurate, and highly automated.

Accounts Receivable

Manage sophisticated retail or wholesale businesses with flexible account management tools and highly customizable setup options that help you handle invoices, payments, statements, and inquiries with ease.

Daily Reporting

Capture site information via POS devices, handhelds, or manual entry to produce daily reports, including a form‑generating toolset that builds unlimited user-defined forms and business rules to generate exception-driven alerts based on preset parameters.

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Download the Datasheet

Discover new ways to optimize your financial operations and make sure you have the right tools to automate key tasks.

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