Perfex Back Office Bundle — Books + People + Brain Pro for Perfex CRM

Run the back office inside Perfex CRM instead of three more subscriptions. Books keeps real double-entry accounting — or syncs to QuickBooks Online or Xero — with bills, bank reconciliation and financial reports; People handles employee records, leave, attendance, payroll, hiring and performance reviews; Brain Pro turns it all into dashboards, forecasts, scheduled reports and a risk register. Three modules, USD 118 less than buying them separately.

Accounting, HR and reporting — where your customers and invoices already are.

Most Perfex users run accounting, HR and reports in other tools and copy numbers between them. The Perfex Back Office Bundle brings them into Perfex: the books post themselves from your invoices and payments, payroll runs next to the people who do the work, and every number shows up on a dashboard.

Perfex Books — accounting

• Invoices, payments, credit notes, refunds and expenses post themselves as balanced journal entries that are never rewritten.
• Or send your documents to QuickBooks Online or Xero — or both.
• Vendor bills, bank statement import (CSV, OFX/QFX, CAMT.053) and reconciliation with rules.
• Several currencies with realised exchange differences.
• Profit and loss, balance sheet, cash flow, trial balance, aged receivables and payables and tax summary, down to every Perfex document.

Perfex People — HR and payroll

• Employee records with encrypted salary, bank and ID details.
• Leave with accrual and approvals, web clock in and out, shifts and timesheets.
• Payroll with reviewed and locked runs, PDF payslips and bank files; Books receives the payroll journal.
• Recruitment with a careers page and a pipeline, onboarding checklists.
• Performance reviews with self, peer and manager scores, and pay reviews that land in the next payroll.

Perfex Brain Pro — dashboards and reports

• Drag-and-drop dashboards with drill-down on your Perfex data.
• Forecasts, custom metrics, scheduled reports and alerts.
• Risk register and team leaderboard.
• An AI Brain that answers questions about your numbers.

Why the bundle

• USD 299 instead of USD 417 — save USD 118.
• One-time price: each module includes its updates and support as when bought on its own.
• No Perfex core files changed by any of the three.
• Nine languages, online and offline documentation, and a live demo of all three.

Each module is also sold on its own. Try them all at demo.perfexcrm.app.