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Financial Management Solution based on CUBA Platform

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Hi All,

We’ve been working on the development of an enterprise level Financial Management application based on the CUBA Platform. Our solution includes several functional areas such as Accounting, Fixed Assets, Loans, Financial Planning, Reporting while we are going to add additional components such as Procurements Management, Inventory Management, HR, etc.

Our solution supports the following operations:

Transactions in multiple currencies

Transactions involving multiple companies through automatically created intercompany entries.

Accounts Payable

Accounts Receivable

Trial Balances in multiple companies & currencies.

User-defined Financial Statements (Balance Sheet, Income Statement, etc)

Automatic management of Deferrals & Accruals for expense / income accounts

Foreign Trade and currency management

Budget for multiple companies

Depreciation of fixed assets

Loan’s repayment schedule preparation & management

Preparation of Loan’s journal entries such as interest expenses, current portion amortization, payment of installments, etc.

I will be very happy to discuss in further details with anyone that is interested in this kind of software solution.

You can find below some screenshots of our solution.

You might get a kick out of checking how others handle project-heavy financial work, especially tools that explain resource allocation in a clear, practical way. I’ve seen folks borrow ideas from Acumatica Project Accounting to shape features like better cost tracking or cleaner budgeting flows. If you’re fine‑tuning your modules, drawing inspiration from how they streamline project insights could give you a few handy clues while you expand your setup.

  • 7 months later...

The hardest part with financial software isn’t adding more screens, it’s keeping the accounting logic consistent as the business grows. In projects I’ve seen, strong audit trails, role-based approvals, period locking, and clear handling of intercompany adjustments matter more than flashy dashboards. I’d also test reporting with messy real-world data before expanding into HR or procurement.

The Yorkton Securities story is a useful reminder that finance systems often need to adapt as a company moves into new industries. Designing flexible dimensions and reporting rules early makes that kind of growth much easier to manage.

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