Finance smarter, Not harder
Tera’s spend management platform provides financial services firms with complete transaction visibility—enhancing security, optimising spending, ensuring end-to-end compliance, and unlocking real-time data insights. It empowers smarter decisions, boosts efficiency, and strengthens financial control across operations.
Visibility, Control, and Insight in one tool
Automated client billing
Financial advisors and firms can automate client billing, streamlining processes, reducing administrative workload, and minimising errors, leading to greater efficiency and improved accuracy.
Optimal budgeting tools
Set and manage budgets more effectively with real-time insights into spending patterns. Prevent overspending, ensure financial stability, and optimise budget allocation for better control.
Operational cost tracking
Streamline tracking of operational expenses across departments and functions with Tera, enabling better financial oversight, improved control, and increased transparency in spending.
Reporting made easy
Ensure all transactions are automatically classified correctly, simplifying reporting for audits, taxes, and financial analysis, improving accuracy, efficiency, and compliance across operations.
Integrated payment solutions
Finance Smarter not Harder. Simplify payments and expense approvals with integrated UPI, bank transfers, and wallet solutions, streamlining financial operations for greater efficiency, control, and ease of use.
Secure Data Encryption
Your financial data is crucial—our platform ensures it is encrypted, securely protected, and safeguarded at every step, providing you with the highest level of security and peace of mind.
Smarter spend. Seamless scale.
Built for growing teams who value growth
FAQs
Yes, Tera offers real-time visibility across every transaction, department, and user. Admins can view expenses as they happen and take immediate action if needed.
Tera is a unified platform that helps businesses control, track, and optimize all types of company spends — from employee reimbursements and travel to vendor payments and corporate card usage — in real-time.
Tera allows you to issue physical or virtual cards with dynamic limits, track all expenses, auto-categorize them, and ensure compliance — all from a centralized dashboard.
Yes. Tera uses bank-grade security, encryption, and access controls to ensure all your data and transactions are safe.
You can generate department-wise, user-wise, category-wise, or custom reports on spends, balances, and reimbursements — ideal for audits and decision-making.
Yes. Tera supports exports and can be integrated with tools like Tally, Zoho, etc., for seamless bookkeeping and reconciliation.
Tera is built for everyone — from finance teams and department heads to field employees. You can assign roles and permissions to control access and actions across the platform.