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Financial & Employee Management

Financial Management with CStore Essentials

As a core component of CStore Essentials, you have the right tools to reduce the risk for errors, save time on your checks and balances, and stay on top of employee management.

Why Financial Management Matters

Get real-time visibility into your financials and employee activities.

Financial Management allows you to manage all your financial process in one place. Automating these processes saves you time and reduces your risk of errors.

Minimize Errors

Reducing manual tasks and upgrading from spreadsheets not only saves you time but reduces human error. Reporting processes such as tracking employees clocking in and out to automatically calculate pay hours, or expense numbers automatically populated from your POS, eliminate manual entry – saving you time and reducing error.

Holistic View of Financials

With CStore Essentials, you have real-time insights into all aspects of your financials in one place. Utilize the automated financial reporting dashboard to compare balances and cash flows in each of your accounts – ensuring you have a complete view of your financials.

What Do You Get?

Timesheet Management

Have a complete view of your employee by having them clock in and out directly from CStore Essentials. Connect to your robust payroll system to pull in reports of employee timesheets and emit payments.

Financial Reconciliation

Easily cross-check bank reports to make sure you're on top of your financials and find any discrepancies you may have.

Financial Reporting

Save time when managing your expenses. With our system, you can pull ATM, bank, and other financial reports in your store, and compare it to outstanding balances.

Frequently Asked Questions

Yes. PDI CStore Essentials uses the same technology that online banks and brokerages use to transmit your data over the internet. Your data is stored safely on servers in industry-leading professionally managed data centers.
Yes. We automatically back up your updated data every day and maintain two copies of your data at any time. Your data is stored on firewall-protected, redundant servers, protecting it from viruses, hackers and hardware, and software failures.

Ready to simplify your financial management?