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Finance & accounting

Finance and accounting features in Prego help teams record transactions, manage invoices, and report on performance. What you see depends on your plan and enabled modules.

Typical capabilities

  • Chart of accounts and journal-style postings (where your edition includes accounting).
  • Sales and purchase documents that tie to stock or services, depending on configuration.
  • Tax and compliance settings vary by country and deployment — follow your accountant’s rules and in-app validation messages.

Getting started

  1. Confirm with your admin which company and fiscal year are active.
  2. Complete opening balances or migration steps your onboarding checklist describes.
  3. Use My AI and Autopilot for recurring summaries only after Knowledge reflects your policies (see Autopilot).

AI in finance

  • Use natural-language prompts in My AI for explanations or drafts; always review outputs before booking or filing.
  • Autopilot can deliver scheduled reports to email or Slack when configured — see Integrations for technical hooks.
  • Billing — Subscription and payment for the Prego product itself (not your books).
  • Data & privacy — Handling financial data under your policies.
  • FAQ — Common product questions.