SalifySalify
Full Features Directory

Smarter Bookkeeping. Every Module Detailed.

Explore the detailed features of the Salify Fintech Engine, including Google Gemini AI flows, POS editable invoicing receipt systems, multi-warehouse logs, and secure Firestore permissions.

AI Copilot & Intelligence

InclusionAI Ling-3.0 Flash powered intelligence that automates financial auditing, queries your inventory, and acts as your visual CFO.

Active in App

AI Bookkeeping Chatbot

Ask questions like 'What was my profit this month?' or 'Show products running low' and receive instant structured text and ledger audits.

  • Powered by InclusionAI Ling-3.0 Flash AI model
  • Real-time indexing of sales, bills, and stock records
  • Answers complex ledger and credit inquiries in plain English
Active in App

AI Business Advisor

Intelligent background assistant that analyzes purchase orders and sales curves to forecast stock demand and cash flow health.

  • Predictive low-stock warnings and reorder recommendations
  • Automated profit-margin audits and expense reduction insights
  • Drafts polite payment reminder messages for customer credits

Core Fintech Engine

Sleek transaction registers, editable Point of Sale checkout panels, returns logs, and professional estimates.

Active in App

Business Dashboard

Real-time indicators showing Net Profit, Gross Margin, low stock alerts, and bank balance tracking charts.

  • Staging environment and sales visualizations
  • Interactive monthly revenue charts
  • Dynamic receivable/payable log summary widgets
Active in App

Point-of-Sale (POS) Invoicing

Issue sales invoices at checkout. Generates receipts ready for thermal print configurations or PDF downloads.

  • Thermal printing layout sizes (80mm & 58mm)
  • Search inventory by SKU or product title
  • Add flat or percentage-based checkout discounts
Active in App

Editable Receipts & Bills

Manage historical invoice records. Safely edit cashier names, add customer links, modify item quantities, or void logs.

  • Void and rollback transactions with single clicks
  • Modify payment modes (Cash, Bank, Credit)
  • Download custom receipt printouts and statements
Active in App

Quotations & Estimates

Create and print formal commercial estimates. Instantly convert a quotation estimate into an active POS bill.

  • Official commercial PDF quotation templates
  • Quote-to-invoice one-click billing triggers
  • Tracks quotation logs, dates, and validity terms
Active in App

Returns & Damages Management

Record customer sales returns, process full or partial refunds, and log damaged inventory items with database updates.

  • Logs full/partial item returns
  • Replenishes stock levels or marks as damage waste
  • Auto-updates customer ledgers and cash registers

Inventory & Stock Control

Complete warehouse monitoring, product segmentation, low-stock warnings, and barcode-ready listings.

Active in App

Inventory Control

Manage products, cost prices, retail rates, SKU numbers, stock counts, and threshold configurations.

  • Detailed purchase price vs retail margin metrics
  • Filter items by tags, categories, or status
  • Tracks exact item values across active stocks
Active in App

Multi-Warehouse Manager

Distribute your inventory across multiple warehouses or stores. Transfer stocks with automatic transport logs.

  • Add and audit unlimited warehouses
  • Log internal stock transport actions
  • View warehouse-specific product listings
Active in App

Dynamic Product Categories

Organize products into hierarchical categories for fast POS search, filtration, and category sales logs.

  • Add custom category taxonomies
  • Filter financial sales graphs by category
  • Easy tag/tagging configuration interface

Bookkeeping & Ledgers

Dual logs tracking customer credits, supplier payments, cash positions, and business expenditures.

Active in App

Customer Ledger (Credit Book)

Track credit customer balances, log receipts, and review historical cash and credit sales logs.

  • Customer transaction statement history
  • Logs payments received against outstanding credits
  • Calculates total Accounts Receivable balances
Active in App

Supplier Ledger (Payable Book)

Maintain records of vendor accounts, purchase balances, payables lists, and purchase invoices.

  • Detailed credit accounts for every supplier
  • Logs purchase invoices and links to warehouse stock
  • Tracks outstanding balance summaries
Active in App

Purchases & Inward Invoices

Record purchases from manufacturers and suppliers. Increases stock levels automatically upon register entry.

  • Log supplier invoice numbers, rates, and quantities
  • Auto-calculates product average cost bases
  • Maintains purchase order logs
Active in App

Payments & Cash Accounts

Manage outgoing payments, register cash bank withdrawals, transfer funds, and audit bank assets.

  • Dual register for Cash Accounts and Bank Accounts
  • Logs outbound supplier payments
  • Real-time cash flow audit checklists
Active in App

Expense Tracking

Record operating expenses, utility bills, and tool costs to keep track of spending.

  • Log operational expenses with customizable categories
  • Links spending entries directly to cash and bank accounts
  • Prepares expense categorizations for tax reporting
Active in App

Financial Reports

Generate real-time Profit & Loss statements and balance sheets ready for tax filing.

  • Instant GAAP-compliant Profit and Loss calculations
  • Track Gross Margin vs Net Operating Income
  • Exportable summaries for accountants
Active in App

Cash Flow Management

Monitor liquid assets across bank accounts and cash drawers with runway forecasts.

  • Real-time liquid asset drawer tracking
  • Monthly burn rate and runway monitoring
  • Simulate cost controls and purchasing budgets

Team & Collaboration

Invite employees, salesmen, and external accountants under secure role-based access parameters.

Active in App

Team & Member Portal

Invite team members via email links, manage active users, and assign individual login accounts.

  • Central user profiles panel
  • Secure authorization invite flows
  • Track active/inactive member states
Active in App

Role-Based Access Permissions

Configure granular permissions restricting features (e.g. Salesman can only POS bill, Manager does admin).

  • Predefined roles: Owner, Admin, Manager, Salesman
  • Restrict access to profit summaries and cost rates
  • Block deletion of invoicing registers
Active in App

Real-Time System Audit Logs

Track modifications. Log who created invoices, deleted products, changed prices, or modified supplier accounts.

  • Detailed timestamp logs with user email links
  • Filters audit logs by date and operation category
  • Maintains accountability across shift logs

Infrastructure & Security

Salify runs on cloud-first infrastructure secured by Google Firebase rules, ensuring complete data security.

Active in App

Cloud-Based Platform

Access your dashboard, sales register, and ledgers from any tablet, mobile phone, or laptop.

  • Real-time database sync using Firestore websockets
  • Lightweight application bundle with fast loads
  • Access store records on the go
Active in App

Google Firestore Security

Strict database access rules. All records are isolated at the Firestore query layer so only you can see your logs.

  • Document-level Firestore security rules
  • Private data isolation models
  • Encrypted SSL network data transfers
Active in App

Automated Data Backups

Never worry about hardware issues. We execute automated cloud database snapshot backups for you.

  • Automatic real-time data persistence backups
  • No data loss guarantee if device breaks
  • Secure cloud backups

Ready to automate your store?

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