The operational foundation your organisation grows on.

Comprehensive chart of accounts with drill-down capability. Account roles define function in the system.

Centralised journal management with accurate, balanced accounting logic. All transactions posted through one controlled system.

Budget management through consolidation and rollup as defined by your organisation. Bottom-up or top-down.

Intelligent revenue stream management. Recognition criteria by class — deferred, earned, and milestone-based.

Cash receipts, invoice management, and aging records for all parties. Collections visibility in real time.

Centralised payment management with automated queuing. Supplier aging and payment scheduling.

Multi-currency banking with automated bank reconciliation. Foreign exchange and hedging management.

Flexible tax settings for every jurisdiction — payroll taxes (flat and progressive brackets), personal reliefs, sales tax, and statutory reporting. Set up new tax rules yourself, with no developer needed. Built-in reports are generated ready for submission in each jurisdiction.

Recording, capitalisation, depreciation, disposal, transfer, revaluation, impairment, and asset tagging.

Income statement, balance sheet, trial balance, and GL outputs executed from a single reporting engine.

Full multi-currency support with foreign exchange management and hedging.

Purchase requisition, complete tendering process, supplier award, purchase invoice, and three-way matching. Every purchase authorised and verified.

Vendor records, KYC verification, and risk assessment. Know who you are buying from before you commit.

Full competitive tendering — request for quotation, bid evaluation, supplier award, and contract generation.

RAW, WIP, and finished goods inventory with conversion tracking. Warehouses, stock takes, and movement history.

Multiple warehouse and store locations. Stock movements tracked between locations with full audit trail.

Lead management, opportunity pipelines, kanban qualification, conversion tracking, and customer accounts. Integrated with sales and fundraising.

Complete sales workflow — quotes, orders, delivery, invoicing, and returns. Every business domain connects to sales.

Source of truth for customer records. Risk assessment, KYC, classification, and purchase history.

All goods and services available for sale. Pricing rules, tax configuration, and inventory linkage.

The ERP is policy-driven. Twenty-plus policy types govern how the entire platform behaves — Leave, Work, Payroll, Advance, Fiscal, Pricing, Sales, Purchasing, Revenue, Expenditure, Credit, Inventory, Production, Performance, Asset, and more. When your organisation grows, restructures, or enters a new market, you update the policy. The system adapts immediately. No developer required, no additional cost, no disruption to operations.

Centralised multi-level approval workflows across the entire system. Approval thresholds, delegation rules, and escalation paths — all changeable yourself in the settings. Add a new approval step, or remove one, without calling a developer.

PDF digital signature capability built in — no DocuSign subscription required. Sign contracts, policies, and documents within the platform.

Automated audit engagement management. Risk assessment, sampling, work papers, findings, and audit reports. Built for internal and external audit.

Management of donor-funded projects, agreements, and special contracts. Objectives, timelines, funding pipelines, reporting, and compliance.

A central library for every business document, with built-in AI search. Ask a question in plain language and get an answer pulled straight from your own files.

System-wide notification management for staff, approvers, and any other party configured in the system.

Built-in AI analyst that surfaces insights from your operational data. Not a generic AI — it works from your own transaction history and business context.

Your business documents become searchable. Ask a question in plain English and get an answer pulled from your own contracts, policies, and records.

Real-time operational dashboards for every level of the organisation. Finance, operations, HR, and sales — one view per role.

Complete organisational strategy management — from Vision and Mission through to Objectives, KPIs, and KPI history. Each KPI connects to departmental and individual performance frameworks. Strategy and operations speak the same language: your annual targets cascade into daily operational metrics.

Full academic institution management — admissions, enrollment, fees, scholarships, courses, timetabling, faculty, and graduation. Student and faculty self-service portals included.

Inpatient and outpatient hospital management. Insurance claims, cash payments, patient encounters, queue management. Confidential patient records.

Complete manufacturing workflow for any factory type. Works for discrete, process, and batch manufacturing.

Donor opportunity management integrated with CRM. Grant tracking, fund allocation, disbursement, and donor reporting.

End-to-end audit engagement management for internal audit teams and external audit firms. Risk-based audit planning, engagement scheduling, sampling frameworks, work paper management, findings register, and final audit report generation. Audit firms can operate PitchTree as their primary engagement management platform — fully integrated with finance, HR, procurement, and governance data from client entities. Supports both internal audit departments and professional audit practices.