General Ledger
Use multiple ledgers to track transactions related to your companies assets, liabilities, owner’s equity, revenue, and expenses
Chart of Accounts
We will import your chart of accounts to organize your finances. Segregate expenditures, revenue, assets, and liabilities to better understand your financial health
Balance Sheets and P&L
Generate balance sheets and up to date profit and loss reports based on periods, months, quarters, and fiscal years
Invoicing – AP & AR
Automate invoice generation and from contracts/leases, work orders, purchase orders or other triggers. Monitor invoice aging set up custom approval and payment processes
Taxes & Currencies
Automatic tax calculation for different localities based on where the job took place. Manage local, federal, international, and misc taxes as appropriate. Built in worldwide currency conversions
Payments & Collections
Handle A/P and A/R payments individually or in batches. Build workflows to approve payments before A/P prints the checks, or integrate with your processor to reconcile paid invoices
Comprehensive Financial Management Software
Fully Automate Repetetive Tasks
- Multiple Entity Capable
- General Ledger
- P&L
- Balance sheets
- Purchase orders
- Invoicing (AP & AR)
- Budgets & approvals
- Cost centers
- Payment batches
- Custom Journal Entries
- Manage purchase orders
- Generate invoices
- Process payments
- Collection batches
- Accounts payable automation
- Bank reconciliations
- Prepaid cost & revenue
- Sales tax declarations
- Taxes & multiple currencies
- Reports & dashboards
A Different Kind of Software
We've designed our business to work with your business
Complete Solution
Run every department with one powerful SaaS platform in the cloud that allows you to interlink things that could never talk before. Enter your data once, and access it across the organization, with the ability to run analytics and report on every possible question from the street to the c-suite. Accounting, Purchasing, Warehouse, Operations, Facilities, Sales, CS, HR, IT, Legal, Marketing, there is something for everyone in this software.
Fully Customizable
Fully control what you see on every page. Add, remove, rename and reposition fields, buttons, media, and reports. Design workflows from templates or from scratch to achieve any possible business goal. Granular, role-based access means every user sees just what they are supposed to see, and can only edit when and where they should. Custom dashboards put the right information at every user's fingertips.
A True Partnership
Your success is our success. Our Bay Area California based Implementation Team has a minimum of 6 years of experience with the platform. We understand what our clients need to be successful building and implementing this kind of custom software, and we walk you through the process while allowing you to dictate your goals and business needs. It is a true partnership, ask us for references!
Smart Licensing
We don't nickel and dime you to pay for access to different features and modules. Your licenses come with full access to the entire platform, including all existing templates, prebuilt reports and a whole lot more. Your administrators will have full access to build the categories, pages, workflows, and custom scripting that makes up the system, and our comprehensive learning library will allow anyone to become an expert quickly.