Business management software for service companies and agencies in Bangladesh
SORS ERP gives IT firms, agencies, clinics, training centres and trading offices quotations, invoicing, recurring journals, expense approvals, payroll and an asset register in one system.
Typical businesses
- IT and software firms in Karwan Bazar, Banani and Gulshan
- Digital marketing and creative agencies
- Private clinics and diagnostic centres
- Training centres and coaching institutes
- Indenting and trading offices in Motijheel and Agrabad
Modules that matter here
You sell time, expertise or a service rather than boxes, so stock is not your problem. Quotations that turn into invoices, retainers billed every month, expenses claimed by staff, salaries paid on time and laptops that walk out of the office are. Most firms run this on Word templates, a shared spreadsheet and a Tally file the accountant keeps.
SORS ERP handles the whole loop: quotation to sales order to invoice, recurring journals for rent and retainers, expense categories with approval workflows, payroll with leave and attendance, and an asset register with depreciation. Every entry posts to the ledger, so the trial balance and profit and loss are ready when you need them.
Clients who pay by bKash, bank transfer or SSLCommerz are recorded against their invoice, and a due reminder SMS goes out when a bill is overdue. You can switch off the modules you do not need, such as POS or inventory, so staff only see what matters to them.
What goes wrong today
- Quotations and invoices in Word
- Each quotation is a copy of the last one with the client name changed. Numbering breaks, terms differ between staff, and the accepted quote has to be retyped as an invoice with fresh mistakes.
- Retainers billed late or missed
- Monthly retainers, hosting fees and maintenance contracts are invoiced when someone remembers. Cash flow suffers, clients pay late because the bill arrived late, and revenue lands in the wrong month.
- Staff expenses on scraps of paper
- Transport, client entertainment and small purchases are claimed with receipts in an envelope. Approvals are verbal, reimbursements are delayed, and nobody knows the true cost of a project.
- Payroll and leave in a spreadsheet
- Salaries, leave balances and income tax deductions are tracked in Excel by one person. Tax slab changes each financial year are applied by hand and payslips are typed one at a time.
- Laptops and equipment untracked
- Laptops, phones and office equipment are assigned from memory. When someone leaves, the handover is uncertain, and depreciation is estimated at year end for the accounts rather than calculated.
How SORS ERP is set up for you
- Quotation to invoice without retyping Sales & Invoicing
- Create a quotation from a template, convert it to a sales order and invoice when accepted, record full and partial payments, and send a due reminder SMS when it is overdue.
- Recurring journals and expense approvals Accounting & Mushak VAT
- Recurring journals for rent, retainers and subscriptions, expense categories with approval workflows and bulk mark-paid, bank reconciliation, cost centres per project, and trial balance, P&L and balance sheet at any time.
- Payroll, leave and income tax HR & Payroll
- Salary structures, leave entitlements and approvals, attendance or time entry, and income tax slabs configurable per financial year. Payroll is processed, approved and finalised with PDF payslips for every employee.
- Asset register with depreciation Asset Management
- Register laptops, phones and equipment, assign them to staff, record transfers and returns, run depreciation by method with reminders, and handle maintenance and disposal with a full movement history.
- Reports your accountant will accept Reports & BI
- Standard financial reports, a custom report builder, scheduled reports by email and Excel or PDF export. AI-assisted reporting can produce a summary on request for accounting, sales or expenses.
- Client records and follow-ups Customers, CRM & Loyalty
- Customer profiles with purchase history, customer types and groups, segments for active and lapsed clients, and email or SMS campaigns when you launch a new service or change your rates.
A day inside the system
The order of events as it runs in SORS ERP.
- 1
Send a quotation
A new client request becomes a quotation from a template with your standard terms. When accepted it converts to a sales order without retyping.
- 2
Deliver and invoice
The invoice is issued from the order, with Mushak 6.3 where the client needs a tax invoice. Payment by bank or bKash is recorded against it.
- 3
Approve staff expenses
Staff submit expenses by category, managers approve in the workflow, and approved claims are marked paid in bulk and posted to the right cost centre.
- 4
Post recurring entries
Recurring journals for rent, retainers and subscriptions post on schedule, and bank transactions are imported and reconciled against the ledger.
- 5
Run payroll and close the month
Leave and attendance feed payroll, tax is deducted by slab, payslips go out, depreciation runs on assets and the accounting period is locked.
Frequently asked questions
We do not hold stock. Can we switch off inventory and POS?
Yes. Modules are switched on or off per tenant, so a service firm can run accounting, invoicing, HR and payroll, expenses and assets without inventory or POS menus appearing for staff. You can turn a module on later if the business changes.
Can it bill retainers automatically every month?
Recurring journals post the accounting entry on schedule, and invoice templates make the monthly invoice quick to raise. Fully automatic recurring invoices are not a separate feature today, so the invoice itself is created by your staff from the template.
Does it handle Mushak VAT for services?
Yes. Tax structures and rates are configurable, so services at standard or reduced rates and exempt items are handled, and a Mushak 6.3 tax invoice can be produced from any invoice. The period summary prepares the VAT return figures for your accountant.
Can we move our books from Tally or Excel?
You can set up the chart of accounts and opening balances, and import bank transactions. Historical data migration is done as a service by SORS Technology and depends on what your old records look like; we scope it before you commit.
Is there a client portal or mobile app?
There is no native mobile app; the web app is responsive and installs as a PWA on a phone. There is no client portal for service invoices today, though invoices export to PDF for emailing to clients. The interface is in English, with a Bangla interface on the roadmap.
See it set up for service businesses & agencies
A 30-minute demo on your own sample items and parties. Bangla or English.