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BisTrack Financial Management Tools

Run your business with confidence using purpose‑built financial tools designed specifically for building suppliers, delivering real‑time visibility, control, and accuracy across inventory, receivables, and payables. 

Executive Financial Visibility

Real‑time dashboards give leadership instant insight into financial performance across the business.

  • Track financial health at a glance with inventory value and AR trends over time
  • Monitor revenue performance across cash sales, charge sales, and margins
  • Identify issues early using visual KPIs and performance indicators 
  • Make faster, more confident decisions with up‑to‑date financial data
  • Align financial and operational results in a single executive view
Executive Dashboard

Business Advisor Dashboard

A simplified, non‑graphical view of daily financial activity with full drill‑down capability.

  • View daily financial totals for cash sales, charge sales, inventory, and AR
  • Drill into transaction details directly from summary metrics
  • Reduce manual reporting effort with built‑in financial visibility
  • Empower managers with self‑service insights across the business
  • Maintain trust in the numbers with consistent, system‑driven data
Business Advisor

Inventory Subledger Management

Real‑time inventory valuation and activity tracking across every branch and product category.

  • Capture true inventory cost including purchases, landed costs, and added costs
  • Maintain real‑time inventory valuation across all locations
  • Track stock on hand by branch and category up to five levels deep
  • Automatically reflect COGS and manufacturing activity in inventory
  • Improve margin control and inventory accuracy without manual adjustments
woman working at a warehouse

Accounts Receivable Control

Comprehensive AR tools help you manage balances, aging, and customer payments with ease.

  • Gain visibility into AR exposure with aging dashboards and visual charts
  • Drill into customer balances by job for detailed receivables analysis
  • Apply payments flexibly at the counter, by check, or via ACH
  • Simplify cash matching and reconciliation within a single system
  • Improve cash flow and reduce DSO with better receivables control
Accounts Receivable

Purchasing & Accounts Payable

Integrated purchasing and AP workflows ensure accuracy from receipt to payment.

  • Match invoices accurately using traditional three‑way matching
  • Validate invoice, receipt, and PO alignment before payment
  • Control approvals and exceptions with configurable holds and workflows
  • Support multiple invoice types including overhead, direct sales, and third‑party invoices
  • Reduce errors and strengthen financial controls across AP processes
supplier invoice

Fully Integrated Financial Workflows

All financial activity is seamlessly connected across BisTrack, no silos, no re‑keying.

  • Unify inventory, AR, and AP data in a single financial system
  • Eliminate duplicate entry and manual reconciliation
  • Ensure financials reflect real operational activity in real time
  • Support audit readiness with full transaction traceability
  • Scale financial processes confidently as your business grows
data analyst working on a computer

Watch the Webinar

Master Financial Management with BisTrack

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See how BisTrack simplifies accounting and financial oversight by synchronizing operational and financial data in real time—across every branch. 

In this webinar, you’ll learn how to: 

  • Keep accounting accurate and stress‑free with real‑time financial data 
  • Easily compare branch performance and uncover growth opportunities 
  • Turn financial data into clear, actionable insights 
  • Drive transparency and efficiency across your entire team 

Advanced Financial Management

Epicor Financials is an Epicor Business Application that integrates with BisTrack to help building suppliers take their financial operations to the next level.

  • Real‑time financial visibility across inventory, AR/AP, locations, and profitability 
  • Faster, more accurate closes through automation and integrated operational data 
  • Stronger controls and compliance with role‑based security and audit‑ready processes 
  • Actionable insights with dashboards and reporting tailored to building supply businesses 
  • A scalable financial foundation that supports growth, complexity, and modernization 
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