No add-ons, no hidden modules, no per-user fees. Desktop, Server, and Cloud all ship with the same complete feature set.
Every transaction produces balanced debit/credit entries in the General Ledger immediately. No batch runs, no approval queues — just accurate books, all the time.
Every document in the sales workflow is linked. Create a Sales Order, deliver against it, invoice from the delivery, receive payment — all in one connected flow.
Track unfulfilled customer orders. Delivery Notes and Invoices are created directly from the SO — no re-keying quantities.
Issue partial or full deliveries against a Sales Order. Each delivery reduces the unfulfilled quantity and moves stock immediately.
Create from a Delivery Note or directly (walk-in). Includes PPN (VAT) calculation, WHT, and multi-currency support. Posts AR instantly.
Issue against a specific Sales Invoice to reverse part or all of the billed amount. Automatically reduces outstanding AR balance.
Same logic, same UX pattern. Purchase Order → Receipt Note → Purchase Invoice → Payment. Every step is optional — create a bill directly if you prefer.
Raise POs to suppliers. Track partial receipts against each PO. Auto-closes when fully received.
Record goods received against a PO. Each receipt updates inventory stock balance immediately.
Record supplier bills. Link to a PO or create standalone. Posts AP and expense accounts automatically.
Return goods or dispute a supplier bill. Reduces AP balance and reverses inventory if needed.
Every Delivery Note, Receipt Note, and Manufacturing voucher updates stock balances the moment it's saved. No separate stock system needed.
Every report updates the instant a voucher is saved. No period-end runs, no manual refresh. Export to Excel, CSV, or print-ready PDF with one click.
Revenue vs. expenses for any date range. Drill into any line to see the underlying vouchers. Compare two periods side by side.
Assets, Liabilities, and Equity as of any date. Always balanced — Basis enforces double-entry at the voucher level.
Operating, Investing, and Financing activities. Understand exactly where your cash is coming from and going.
Outstanding receivables by customer, bucketed into 0–30, 31–60, 61–90, 90+ day columns. Know exactly who to chase.
Outstanding payables by supplier. Prioritise which bills to pay this week and avoid late payment penalties.
Item-by-item stock valuation at average cost. Opening, purchases, sales, adjustments, and closing balance per item.
Full chronological listing of every debit/credit entry. Filter by date, account, voucher type, or user. Export to Excel.
Salesperson performance by revenue and invoice count for any period. Great for commission calculations and incentive reviews.
Per-customer or per-supplier running balance statement. Send directly to the customer by email or via the Customer Portal.
Move data in any direction. Bulk-import master data and transactions from Excel, clone a full business setup in seconds, sync vouchers between installations, or hand your entire database to an auditor as a ZIP.
Upload an Excel file to create or update Accounts, Parties, Items, and all 15 transaction types at once. Download the pre-filled template to see the exact required format.
Export your full chart of accounts, parties, items, tax configs, price levels, and warehouses as a portable JSON package. Import into a new company to replicate your entire setup instantly.
Export any date-range of vouchers as a JSON package and re-import into another installation. Ideal for syncing branches or recovering from a backup — duplicate vouchers are skipped automatically.
Download the entire business as a single ZIP containing the SQLite file plus all attachments. Open it on any Basis installation, hand it to your auditor, or archive it for compliance.
No feature gating by tier. Multi-company, multi-currency, REST API, and full audit trail are included in Desktop, Server, and Cloud alike.
Each company is a single .db file. Copy it anywhere, open it on any installation, or hand it to your auditor.
Create as many companies as you need — subsidiaries, clients, test environments. No per-company licensing fee ever.
All ISO 4217 currencies. Date-effective exchange rates. Realised and unrealised forex gain/loss posted automatically.
Swagger-documented endpoints for every entity. JWT auth, per-module permissions. Integrate e-commerce, POS, or payroll systems.
Every deleted or edited voucher saves a full JSON snapshot with timestamp, user, and reason. Nothing is ever silently overwritten.
Send invoices, purchase orders, and statements via your own SMTP account. Supports Gmail, Outlook, or any SMTP server.
Per-user, per-module permissions (None / View / Create / Delete). Manage staff access without sharing the admin password.
Desktop edition works completely without internet. Server edition handles intermittent connectivity. Your data is never held hostage by an outage.
Desktop edition is free forever. No credit card, no feature limits, no expiry.
Basis