Features
Browse what Groot can do today, from invoices and claims to accounting, stock, payroll and reporting. Availability notes show where a feature depends on your market or business setup.
Purchases and expenses
Handle supplier documents, employee claims and costs paid directly by Finance without treating them as the same kind of work.
Upload PDFs or images in different layouts. Groot reads the supplier, dates, tax, totals and line items, then keeps the source beside the draft for Finance to review.
Employees capture receipts and submit a complete report to the right approvers. Groot checks duplicates and policy rules, then creates the journal entry after final approval.
Record rent, utilities, subscriptions, repairs and other costs paid directly by Finance. Track whether each cost is due or paid without filing it as an employee claim.
For teams that use purchase orders and receiving records, Groot can compare what was ordered, received and invoiced before Finance accepts the invoice.
Accounting
Groot includes the accounting foundations a Finance team expects, from the chart of accounts to financial statements and period controls.
Start with a standard chart covering assets, liabilities, equity, revenue and expenses. Add, rename or import accounts, and organise them with headings and sub-accounts.
Create journals manually or review entries prepared from approved claims, invoices, payroll and reconciliation work. Each entry keeps its source and debit-credit detail.
Open any account to see its brought-forward balance, every debit and credit, the running balance and the closing figure for the selected period.
Keep transactions in the right period and control when earlier months can still change. Finance can open, close and review periods from the accounting workspace.
Bring in statement transactions, assign the correct ledger accounts and reconcile the movement against the bank balance. Unresolved lines remain visible for review.
Generate the standard reports needed to review the books, with date and location filters and access to the transactions behind the numbers.
Sales and receivables
Keep issued invoices, payments and customer records together so Finance can see what was billed, what was collected and what is still outstanding.
Create, issue and send customer invoices with your own numbering, payment terms, tax treatment, discounts and line items.
Keep customer details, open invoices and payment history in one place. Allocate a receipt across several invoices and see the remaining balance immediately.
Record daily sales from stores or sales channels, compare expected settlements with what arrived, and keep the reconciliation with the accounting record.
Capture the customer and tax identifiers needed for local e-Invoice workflows. Country-specific submission and status tools are available where they have been configured.
Products and stock
Use a shared product catalogue across invoices and stock workflows, then add location and fulfilment controls when the business needs them.
Maintain item codes, names, descriptions, units, tax treatment and selling prices in one catalogue that can be reused across invoices and inventory.
Review items that need matching or clean-up after an import, confirm suggested records and see how a product price has changed over time.
See quantities by location and follow stock in, stock out, transfers and adjustments back to the activity that created them.
Use delivery orders, record finished goods and components, or track stock held at a customer site when those operating models are part of your setup.
People and payroll
Employees get clear self-service tools, while managers and Finance retain the approvals, balances and payroll records they need.
Set leave types, public holidays, balances and carryover rules. Employees submit requests while managers see team availability and overlap before approving.
Let employees record time and attendance, submit timesheets on the business schedule and send completed periods to a manager for review.
Managers get one place to review the work assigned to them, including expense claims, leave and timesheets, without needing access to the full Finance workspace.
Set up employee payroll profiles, calculate local statutory items, review the pay run and prepare payslips and accounting entries.
Reports and data
Use operational reports inside Groot, keep a record of changes and export reviewed data when another system or advisor needs it.
Review the reports behind day-to-day finance and team work, not only the final financial statements.
Bring in master data and export reports or reviewed transactions in the format the next system expects.
Keep approval decisions, status changes and accounting activity tied to the user and business that made them. Roles limit what each person can see and change.
Keep accounting in Groot or hand reviewed entries to the system your team already uses. The exact sync or export method depends on the integration setup.
Groot Agent
The agent works with live business records across the enabled modules. It can answer questions and prepare supported actions, with confirmation before a write changes the records.
Ask about invoices, claims, ageing, financial statements, leave or attendance in ordinary language instead of finding the right report first.
Ask Groot to prepare a supported action such as updating a finance record, progressing a workflow or preparing a report. Groot shows the proposed change before it writes.
Bring due items, unusual movements and other exceptions into a shared attention list so Finance can start with what needs review.
The modules available to a business can vary by region, plan and setup. Beta and setup-dependent features are labelled above. We can confirm the exact fit before you start.
See it in your workflow
Talk to us, or start a trial and explore Groot with your own finance workflow.
