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Vertical Financials

A software system designed by Vertical Software.
Questions about Vertical Financials? Call (800) 827-1151 and talk to a software expert now.

Realize superior control of financial, inventory, and payroll information at an affordable price. Learn why independent sources rate our suite of business management products the highest for small and mid-range businesses.


General Ledger supplies analytical tools to provide the financial reports and comparative graphs that you, your bank or your investors need to make wise business decisions. The unique Financial Snapshot Report provides a quick, accurate picture of cash balances, receivables and payables, including the effect of any un-posted activity from Accounts Receivable and Accounts Payable. General Ledger allows you to monitor income and expenses by project, with unlimited budgets and ownership percentage tracking by profit center. Reports powered by Crystal ReportsĀ® are available for any period or any year. It’s easy to drill down to the original source document for any transaction.


Accounts Payable gives you the information you need to analyze your vendor and purchase activity. From detailed vendor records to customizable aging periods, Accounts Payable offers great flexibility. In Accounts Payable, you can track the amount you owe your suppliers and the date invoices are due. You’ll enjoy numerous check writing options, including the option to save the printed check in a PDF format for easy reference and reprinting. Easy invoice entry, payment by credit card, 1099 tracking and form printing are at your fingertips.


The Purchase Orders module allows you to suggest, produce, process, and receive purchase orders for items and/or services. Convenience and efficiency are keys to the management of purchase orders. For that reason, TurningPoint offers the ability to generate purchase orders for easy drop shipment on specific sales orders. Save time and gain efficiency by automatically generating a check to accompany the Purchase Order, and show the prepayment amount in Accounts Payable when the goods/services are delivered. Based on past demand and by calculating the differences between the current and minimum quantities, the Purchase Orders module alerts you when it is time to place an order, offers suggestions on how much to order, and even suggests a vendor. You’re free to make changes as needed, and produce the order. Or, create a new order from scratch!


Accounts Receivable gives you complete sales and profitability analysis and manages all invoicing. You can easily adapt it to fit your unique business, keeping the set up simple or taking advantage of wide-ranging options. Accounts Receivable provides unlimited payment types, flexible sales tax, sales category, early payment discount, and finance charge options along with detailed customer records and salesperson commissions. Invoicing options include the ability to insert both taxable and non-taxable line items on a single invoice, and the flexibility to enter an invoice right away while waiting to record it until you are sure it is correct. Add speed and efficiency to your billing cycle with the option to mass e-mail invoices and statements to customers.


The Inventory module is a feature-rich robust option for the small to mid-range budget. This module allows you to track inventory by location and/or warehouse and identify top products so you can increase your efficiencies and increase profitability. Detailed item records include 24-character IDs, long descriptions, aliases, product lines, serial/lot numbers and multiple user-defined fields. Routinely importing price lists from your suppliers or quickly mass updating prices upward or downward will save you time. Multiple pricing methods are convenient with up to 20 price levels per item (or product line).

The Inventory module also offers the option to build assemblies, take physical inventory and easily enter mass updates. A physical inventory procedure may be used periodically to balance physical inventory with book inventory. Adjustments for shortages and overages are automatically tracked to the General Ledger.

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