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DataBank2U › Accounting and bookkeeping

Accounting add-on

Your books should already be done when the month ends.

The Accounting add-on turns what you already do in your CRM into bookkeeping. Invoices, payments, expenses and credit notes post to your accounts automatically, so month-end is checking, not retyping.

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Profit and loss · this month

Sales incomeRM 48,200

ExpensesRM 21,640

Net profitRM 26,560

Illustrative example with sample data.

Sound familiar?

Month-end turns into a scramble

Typing it all twice

You issue an invoice in one place and key the same figures into the accounts later.

Bank statements that do not match

Payments arrive, the books lag, and reconciling takes an evening.

Numbers you cannot trust yet

You want the profit and loss now, but the figures are only right after the accountant is done.

How it works

The books follow the work

Map once

Choose which accounts your sales, payments, expenses and taxes post to. This is a one-time setup in the Accounting settings.

Work as usual

Issue invoices, record payments and expenses. Where you switch automatic posting on, entries appear in your books without retyping.

Reconcile and report

Import your bank statement, match the lines, and open the balance sheet, profit and loss or trial balance whenever you like.

What you get

What the Accounting add-on gives you

Chart of accounts and journalsYour own chart of accounts, manual journal entries, transfers and bank registers.
Automatic postingInvoices, payments, expenses, credit notes and refunds can post by themselves; purchases, stock moves and payslips too where those modules are on your plan.
Bank reconciliationImport statements from a spreadsheet, or connect a bank feed through Plaid where it is available, and reconcile with history you can restore.
Financial reportsBalance sheet, profit and loss (including budget against actual), trial balance, general ledger, cash flow and changes in equity.
Ageing reportsWho owes you and whom you owe, by how many days.
BudgetsSet budgets per account or project and compare them with what happened.
Bills and vendorsRecord supplier bills and pay them from your registers.
ControlClose the books up to a date with a password, and keep multiple currencies with exchange gain and loss.

Good to know: this is a general accounting engine, not a Malaysian tax filing tool. It does not prepare the SST return or other statutory submissions for you, so keep your accountant for those. The setup of account mapping is worth doing together with your accountant once.

Plans and price

An add-on for the Business plan

Business RM 999 / year + Accounting RM 67 / month (RM 800 billed yearly)

Add-ons are priced per month and billed yearly together with your plan. You can try the plan free for 30 days first.

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Questions

Before you start

Do I still need an accountant?

Probably yes, for tax filing and statutory returns. The add-on keeps your books current so your accountant spends time reviewing instead of typing.

Does it replace my accounting software?

It can be your books. You can also keep your current software and use DataBank2U for the sales side only. Ask us for a demo before you decide.

Is it set up for Malaysian taxes?

It is a general accounting module. You set your own tax accounts; it does not file SST or income tax returns for you.

Can I import my bank statements?

Yes, from a spreadsheet. A live bank feed through Plaid is also supported where Plaid covers your bank.

Can I lock a finished month?

Yes. You can close the books up to a date and protect it with a password.

Get your books to keep up with you

Create your account and try it free for 30 days. Questions first? Talk to us.

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