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Coming Soon — CDI Module

Full Accounting SuiteComing Soon

Accounting Department

Your dealership accounting, connected to everything that created it.

CDI Accounting Department is being built as a complete dealership accounting suite inside CDI.

Deals, payments, inventory costs, service invoices, parts activity, customer transactions, supplier activity, and other financial records can stay connected to the original dealership workflow — eliminating the need to repeatedly recreate the same information in a separate accounting system.

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The CDI advantage

One ecosystem. One financial record.

Most dealership systems create accounting work after the operational work is already finished.

CDI is being built differently.

The transaction already exists inside CDI, so Accounting Department can work from the same source instead of asking staff to recreate it.

  • Inventory
  • Sales & Deals
  • Payments
  • Parts & Service
  • Suppliers
  • Customers
CDI Accounting
Financial records
Reporting & reconciliation

A connected financial workflow

What Accounting Department will do

CDI Accounting Department is being designed to handle dealership accounting directly from the operational records already created inside CDI.

Instead of entering a deal in CDI and then rebuilding that same transaction in another accounting platform, the accounting workflow can start from the original customer, vehicle, payment, invoice, work order, purchase, or transaction record.

Enter the information once.Use it throughout the dealership.Account for it from the same ecosystem.

The goal is to eliminate unnecessary duplicate entry between the dealership operation and the accounting department.

Operational context carried forward

From the deal to the books

When a dealership completes activity inside CDI, the accounting information should already have the context it needs.

01

A vehicle purchase already knows the unit and cost.

02

A retail sale already knows the customer, vehicle, price, taxes, fees, trade-in, payments, and products sold.

03

A service invoice already knows the customer, vehicle, labour, parts, taxes, and payment.

04

A supplier order already knows what was purchased and which repair or inventory record it belongs to.

05

A payment already knows which transaction it was collected against.

Accounting Department is being built to carry that information forward instead of forcing the dealership to enter it again.

Less re-entry. Better context.

Why dealerships will use it

Stop entering the same transaction into two or three different systems.

  • Keep accounting connected to the dealership activity that created the transaction.
  • Reduce repetitive accounting entry.
  • Reduce mismatches between operational records and financial records.
  • Keep inventory costs tied to the actual vehicle.
  • Keep deal revenue tied to the actual sale.
  • Keep service revenue and costs tied to the work order.
  • Keep payments tied to the customer and transaction they belong to.
  • Keep supplier activity closer to purchasing and service records.
  • Give accounting staff better context behind each transaction.
  • Keep financial history inside the same CDI ecosystem.
  • Reduce the need to export, reconcile, and recreate information across disconnected systems.

Planned accounting capabilities

A full dealership accounting suite

Accounting Department is being designed as a full accounting environment for CDI dealerships.

Planned capabilitiesThese areas are in development and are not being presented as live features.

General accounting

  • General ledger.
  • Chart of accounts.
  • Journal entries.
  • Financial periods.
  • Transaction history.

Accounts receivable

  • Customer balances.
  • Payments.
  • Receivables.
  • Transaction history.

Accounts payable

  • Supplier balances.
  • Bills.
  • Purchases.
  • Payments to vendors.

Banking

  • Bank transaction workflows.
  • Reconciliation.
  • Deposit tracking.
  • Payment reconciliation.

Inventory accounting

  • Vehicle costs.
  • Inventory value.
  • Cost adjustments.
  • Vehicle sale accounting.
  • Inventory transaction history.

Sales accounting

  • Deal revenue.
  • Taxes.
  • Fees.
  • Trade-ins.
  • Warranty/protection products.
  • Deal-related payments.

Parts & Service accounting

  • Parts revenue.
  • Labour revenue.
  • Parts cost.
  • Repair-order activity.
  • Service invoice accounting.

Reporting

  • Financial statements.
  • Transaction reports.
  • Department reporting.
  • Accounting history.
  • Management reporting.

Source-connected records

Accounting already knows where the transaction came from

Because Accounting Department is part of CDI, the financial entry can retain the operational context behind it.

Instead of seeing only a generic accounting transaction, authorized dealership users can work from records connected to:

  • The customer.
  • The vehicle.
  • The deal.
  • The Bill of Sale.
  • The payment.
  • The work order.
  • The service invoice.
  • The supplier.
  • The inventory record.
  • The original supporting documents.

That creates a clearer audit trail and reduces time spent figuring out what a financial entry represents.

A continuous workflow

Stop rebuilding the paperwork

CDI is already generating and storing much of the information the accounting department needs.

Accounting Department is being designed so those records can continue into the financial workflow instead of being printed, exported, downloaded, or manually re-entered.

The connected CDI path

  1. Deal created
  2. Documents generated
  3. Payment received
  4. Transaction recorded
  5. Accounting updated

The disconnected path

  1. Deal created
  2. Print / export
  3. Open another system
  4. Retype everything
  5. Reconcile the two systems

Built across CDI

Connected to the whole dealership

Accounting Department is being built to sit underneath the operational workflows already running inside CDI.

The accounting record should become the financial continuation of dealership activity — not a separate copy of it.

  • Inventory
  • Sales & Deals
  • Financing
  • Parts & Service
  • Documents & Payments
  • Dealer Website
  • Marketing
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Early access registration

Join the early access list

Accounting Department is currently in development.

Dealerships can register now to receive product updates and be considered for early access as the accounting suite moves toward release.

There is no pricing or activation required at this stage.

Availability

Accounting Department is in development

Early access registration is open.

Coming SoonEarly Access List Open

Help shape CDI Accounting Department

Register your dealership for early access and tell us which accounting workflows would make the biggest difference to your team.

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