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Financial software for retail

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Whether you're managing large volumes of transactions, keeping tight control over your capital or seeking to optimise your cash flow, our solutions help streamline your operations and maximise profitability.

Industry challenges

Retail finance challenges that affect cash flow

Retail businesses need to manage high transaction volumes, payments, tax calculations and cash flow while keeping finance processes accurate.

When finance and point-of-sale systems are not connected, admin increases and reporting becomes harder to control.

Cash flow pressure

Retailers need to keep tight control over capital, payments and short-term cash flow while managing daily sales activity.

High transaction volumes

Large volumes of retail transactions can make financial tracking harder without integrated accounting and reporting tools.

Tax and VAT admin

Manual tax calculations and VAT return preparation can create extra admin and increase the risk of delays.

Retail teams need fast visibility into sales, payments and performance to stay profitable.

Payment settlement control

Cash, card and mobile payments need to be processed smoothly so retailers can access their cash quickly.

Limited performance visibility

Without clear dashboards and reports, it becomes harder to see what is selling, what is slow moving and where profitability can improve.

Benefits & outcomes

Key solution features & functionality

Find out more about how Klipboard Solutions can help you.

One view of your business 

See all your key information in real-time.

Optimise every delivery

Reduce delays and save on your fuel spend.

Convert every sale

Simplify by combining digital quotes with orders.

Improve daily performance 

Make faster decisions backed by real data.

Scale fast and seamlessly  

Our support helps you reach the next level.

Simple-to-use layouts 

Customise dashboards to fit your own needs.

Products

Financial management solutions that deliver your digital strategy

ERP One

It’s our market-leading enterprise solution for businesses in the wholesale distribution.

Key features:
Streamlined sales process
Easily analyse your finances
Make rebate management simple
Automated invoice processing
Optimised warehouse management

ERP Go

It’s quick to learn, helping teams see a faster return on investment.

Key features:
Fast & intuitive processing
Improved sales & purchasing
Time-saving stock management
Access meaningful data
Implementation & support

Finance rollout with support at every step

Klipboard supports finance setup, configuration and team onboarding, helping your business manage payments, reporting and day-to-day financial workflows with less disruption.

Team collaborating around a computer in an office
Team onboarding support
Ongoing expert support
Setup & configuration

Frequently asked questions

Can retail finance software help retailers grow responsibly?

Yes. Transparent financing options can increase conversions while supporting responsible purchasing and long-term customer relationships.

Is retail finance safe for customers?

Yes, when provided by regulated lenders. Responsible retail finance includes affordability checks, transparent terms, and consumer protection to help customers make informed decisions.

What is retail finance software?

Retail finance software enables retailers to offer payment plans, credit, or instalment options at checkout while ensuring compliance with financial regulations and responsible lending practices.

What is consumer retail finance?

Consumer retail finance allows shoppers to spread the cost of purchases over time using credit or instalment plans offered by retailers or their finance partners.

How does point of sale finance work?

Point of sale finance lets customers apply for credit during checkout. Approved customers can pay in instalments while the retailer receives payment from the finance provider.

What types of retailers use retail finance software?

Retail finance software is commonly used by furniture, electronics, automotive, home improvement, and healthcare retailers selling higher-value products.

See how Klipboard works for your business

Klipboard brings your operations, stock, customers, finance and payments together in one connected system, built around how your business actually works.

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