What you can do
Run the full cycle of your business finances - without switching tools every hour.
Whether you are sending your next invoice, reconciling the bank, or checking stock at a second location, the goal is the same: fewer surprises, faster answers, and a calmer month-end. Below is a practical tour of the capabilities that teams use most.
Platform capabilities
Ten ways Premier Books works beside you
These are the building blocks teams rely on every week. Each one is here to save time, reduce error, and give you a clear picture of what is going in and out of the business.
01
Invoice Tracking
Create and send professional invoices, see what is outstanding at a glance, and follow up before cash flow tightens. You get a clear trail from quote to payment - so nothing slips through the cracks in a busy week.
Recurring invoicesStatus & remindersAging visibilityBranded PDFs
02
Expense Tracking
Record expenses in the moment - before the receipt fades from memory. Categorize spend consistently so reports tell a true story, and you can answer “where did it go?” without a detective hunt.
Categories & rulesReceipts & contextMarkup & notesSpend visibility
03
VAT Supported
Handle VAT with confidence: apply the right treatment on sales and purchases, and keep a clean line of sight for filing periods. Less manual rework means fewer late-night adjustments before a deadline.
Tax on linesRates you controlPurchase & sales VATReporting-ready detail
04
Multi-currency
When you trade across borders, your books should not fight you. Work in the currencies you actually use, with rate handling that helps balances make sense in both transaction and base currency.
Transaction currenciesRate updatesRevaluation supportClear FX context
05
Inventory Tracking
Know what you have, where it sits, and how it moves. Strong inventory data protects margins, cuts stock-outs, and keeps fulfillment promises you make to customers.
Items & movementValuation awarenessStock adjustmentsFaster month-end stock takes
06
Bank Reconciliations
Match bank activity to your books with a steady rhythm - so surprises show up as exceptions, not shocks. A clean reconciliation is one of the simplest ways to build trust in your own numbers.
Imports & feedsMatching rulesException handlingAudit-friendly trail
07
Customer Management
Keep customers organized beyond a name in a spreadsheet: see balances, track conversations that matter, and make collection kinder and more consistent for everyone involved.
Profiles & termsCredit & limitsCustomer statementsPortal-friendly workflows
08
Project Tracking
Understand profitability by initiative - not only at company level. Tie time, costs, and billables to a project so you can steer what is working and fix what is not, early.
Project P&L viewCost captureBudgets & milestonesInvoicing from work done
09
Location Tracking
Operate across sites without losing the plot. See stock and performance where it actually happens, so decisions reflect the reality on the ground - not a single blended guess.
Multi-site awarenessTransfersLocation-level insightClear accountability
10
Petty Cash Management
Control small, frequent spend without burying it in “misc.” Set boundaries that match your policy, and keep a tidy log so even the small stuff stays above board at audit or review time.
Limits & policyImpress balancesTop-ups & handoversTraceable history
Trusted by businesses across the globe
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Client Stories
Teams who wanted calmer books - and fewer spreadsheets.
“Invoicing and bank rec used to be a weekend job. now i can see what is due, what cleared, and what still needs a nudge - without living in three different tabs.”
J
James Wright
CFO, TechVentures Ltd
“Multi-currency and vat used to mean export, fix, re-import. having it closer to the transaction keeps our quarter-end from turning into a fire drill.”
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Priya Sharma
Founder, Bloom Digital