Pleelo Beta: Soporte beta activo para equipos de RD y US.

Finance Module

Complete Financial Management for Your Business

Factura con confianza, lleva tus cobros al día y mantén tus gastos organizados en un solo lugar. Pleelo te ayuda a operar con más orden y menos retrabajo.

Everything you need to manage your finances

Desde facturación hasta reportes y cobros, tu equipo puede manejar las finanzas con más claridad y menos fricción.

Invoicing

Create professional invoices with automatic ITBIS calculation (18%, 10%, exempt). Support for NCF fiscal vouchers B01, B02, B14, B15, B16. Print or email directly to your customers.

Quotes

Create quotes, track validity periods, and convert approved quotes to invoices with one click. All customer and product data auto-fills for speed.

Credit Notes

Issue credit notes to void or adjust invoices while maintaining full fiscal integrity. All credit notes are recorded in DGII reports automatically.

Accounts Receivable

Track all outstanding invoices with aging buckets (0-30, 31-60, 61-90, 90+ days). Filter by customer or date range to stay on top of collections.

Received Payments

Record payments by cash, bank transfer, or check. The system auto-updates invoice balances and accounts receivable status in real time.

Expenses

Record and categorize all business expenses with ITBIS tracking. Configure expense types, assign tax percentages, and keep your books clean.

Customer & Supplier Management

Customers and Suppliers in One Place

Mantén clientes y suplidores organizados para que tu equipo facture más rápido, dé mejor seguimiento y entienda de inmediato quién debe y quién ya pagó.

  • Customer Registry

    RNC, Cedula, contact info, ITBIS exemption, and credit terms all in one profile.

  • Account Statements

    Printable and exportable account statements for any customer or date range.

  • Supplier Management

    Manage suppliers with the same depth: RNC, contact details, purchase history, and balance tracking.

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Customer management in Pleelo

Customer registry with balance view

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Invoice management in Pleelo

Professional invoicing with ITBIS and NCF

Catalog

Product and Service Catalog

Organiza tus productos y servicios para cotizar, facturar y controlar inventario sin duplicar información ni perder tiempo corrigiendo errores.

  • Products with Stock

    Track inventory levels, set reorder points, and manage multiple warehouses.

  • Services

    Define service items with hourly or fixed pricing, perfect for consulting and professional firms.

  • Tax & Ledger Linking

    Assign ITBIS rates and ledger accounts per item for automated financial reporting.

Point of Sale

Fast and Efficient Point of Sale

Cobra más rápido, reduce filas y mantén el inventario actualizado automáticamente con cada venta.

  • Quick Product Search

    Find products by name, code, or barcode scan for lightning-fast transactions.

  • Multiple Payment Methods

    Accept cash, credit card, bank transfer, or split payments across methods.

  • Automatic NCF Receipt

    Every sale generates a fiscal receipt with the correct NCF sequence. Print or email instantly.

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Finance dashboard in Pleelo

Financial overview and KPIs

DGII Reports

Automated fiscal compliance

Report 607

Purchases and expenses

Ready
Report 608

Sales and income

Ready
Export for Oficina Virtual

DGII-accepted format

Download
Fiscal Compliance

DGII Fiscal Reports, Automated

Automatic generation of Report 607 (purchases and expenses) and Report 608 (sales and income). Export in the format accepted by the DGII for direct upload to the Oficina Virtual. Monthly tax filing made simple.

  • Report 607 — Purchases

    All supplier purchases and business expenses compiled automatically from your records.

  • Report 608 — Sales

    All sales invoices and income compiled with NCF sequences for DGII submission.

  • One-Click Export

    Download files in the exact format required by the DGII Oficina Virtual. No manual formatting needed.

Dashboard

Real-Time Financial Dashboard

Get a complete view of your business health at a glance. KPI cards show total billed, total collected, outstanding amounts, and expenses. Interactive charts display billing by type, top customers by revenue, and monthly trends.

  • KPI Cards

    Total billed, collected, outstanding, and expenses — updated in real time.

  • Revenue Charts

    Visualize billing by invoice type, top customers, and monthly trends with interactive charts.

  • Aging Analysis

    See your receivables aging at a glance — know exactly how much is overdue and by how long.

Financial Overview

March 2026

Billed

RD$ 1.2M

Collected

RD$ 980K

Outstanding

RD$ 220K

Expenses

RD$ 450K

Jan
Feb
Mar
DGII Compliant

Full Compliance with Dominican Tax Regulations

NCF fiscal voucher support (B01, B02, B14, B15, B16)
Automatic Report 607 and 608 generation
ITBIS calculation (18%, 10%, exempt)
Complete fiscal audit trail for all transactions

Start Invoicing Today

Join hundreds of Dominican businesses using Pleelo to manage their finances, stay DGII-compliant, and grow with confidence.