PMO PLUS vs Groot Finance

Developed with investors in mind, PMO PLUS comes with a new, enhanced user-friendly interface and an improved dashboard, providing investors with an overview of their portfolio holdings as well as comprehensive analytics to assist them in making informed investment decisions. With PMO PLUS, investors can: • Plan, invest and monitor their investments • Have an overview of their portfolio and investment accounts • Designate/earmark their investment accounts for specific financial goals • Set target price alerts and view the alert history for preferred funds • View fund prices and fund-related information under the Analytics feature • Receive and manage notifications on transactions, campaigns and promotions • Explore financial calculators to plan for their retirement needs • Update their profile and contact details • Learn more on financial and money management tips

Groot Finance is your AI finance autopilot — an agent that doesn't just answer questions about your money, it does the work. Snap a receipt, ask a question, or forward an invoice, and Groot reads it, files it, posts it, matches it, and follows up across your books. You confirm; it acts. You stay in the pilot's seat; the busywork disappears. Built for businesses in Malaysia, Singapore, and across Asia — and the accountants who serve them. AN AI AGENT THAT TAKES ACTION • "Show me last month's expenses," "generate a P&L," "who hasn't paid us?" — ask in plain language and get the answer AND the action • Snap a receipt straight into chat — it's read, categorized, filed, and routed for approval automatically • The agent posts invoices, runs reconciliations, and prepares reports — always showing you a confirmation card before anything is written to your books • Speaks English, Thai, Indonesian, and Chinese AUTO-FILL MALAYSIA E-INVOICES (LHDN) • Groot's Computer-Use AI fills merchant e-invoice portals for you — navigating the site, solving CAPTCHAs, and capturing the e-invoice end to end • Full LHDN MyInvois support: automatically pulls e-invoices issued to you and matches them to the right claim • SST, service-charge, and fuel-subsidy aware AN AI THAT LEARNS YOUR BUSINESS • Remembers your vendors, currencies, and preferences across every conversation • Gets more accurate the more you use it — every correction trains your AI, and stays private to your business • A proactive Action Center watches your books 24/7 and flags anomalies, duplicate bills, and upcoming deadlines before you have to ask SMART DOCUMENT PROCESSING • Reads receipts, invoices, and PDFs in seconds — vendor, date, total, tax, and line items, no typing • Handles iPhone photos (incl. HEIC), scans, and multi-language documents • Instantly rejects non-financial uploads REAL ACCOUNTING, DONE FOR YOU • A genuine double-entry general ledger with an IFRS-aligned chart of accounts • P&L, Balance Sheet, Trial Balance, and Cash Flow — generated from your real posted entries • Honest multi-currency (IAS 21) — it never fabricates exchange rates • Bank reconciliation with self-improving AI matching INVOICING, RECEIVABLES & PAYABLES • Create and email professional invoices with multi-currency and payment terms • Know exactly who owes you with AR/AP aging and customer statements • A secure self-service portal lets customers update their own details for e-invoice compliance • Capture supplier invoices by photo and auto-generate the accounting entries WORKS WITH YOUR EXISTING SETUP • Clean, ready-to-import exports for SQL Accounting, Master Accounting, Xero, and QuickBooks • Upload your SQL Accounting backup and Groot auto-discovers your accounts, suppliers, and customers SECURE BY DESIGN • Role-based access for owners, finance admins, managers, and employees • Your integration credentials are never stored in our database • Bank-grade security, full audit logging, and PDPA/GDPR data export & erasure Works on iPhone, iPad, and web — your data syncs everywhere. Start free with a 14-day trial. Groot adapts to your workflow and scales from freelancer to growing enterprise.