top of page

Services

Financial Management

  • Bank with direct bank feeds

  • Track income and expenses

  • Manage sales and sales tax

  • Capture expense receipts

  • Create estimates

  • Invoice and receive payments from customers

  • Auto-track fixed assets

  • Automate revenue recognition

  • Manage & account for multiple entities

  • Use multiple currencies

  • Get a loan

Business Management

  • Track budgets

  • Manage inventory

  • Manage projects

  • Track mileage

  • Multi-dimensional reporting

  • Track project financials

  • Track and project cash flow

  • Plan financially

  • Sync data with Excel

Payroll & HR

  • Onboard employees

  • Manage employees and schedules

  • HR and benefits like health and 401(k) plans

  • Time tracking

  • Simplify Payroll

  • Automate payroll taxes

  • Track Contractors (1099’s)

Payments & Bill Pay

  • Streamline payables & receivables

  • Email invoices

  • Offer optional invoice phone alerts

  • Provide an easy payment system for customers

  • Make vendor bill payments & schedule them

  • Automate approvals & collections

  • Preferred transaction rates available

Marketing

  • Rich customer data & segmentation

  • Personalized marketing

  • Automation & integrations

  • AI content generation

Third-Party Integrations

  • Manage e-commerce

  • Connect all sales channels

  • Seamlessly connect to a diverse range of online applications across various categories:

  • Accounting and finance

  • Banking and payments

  • CRM and sales

  • E-commerce

  • Human resources and payroll

  • Inventory and order management

  • Marketing and communications

  • Project management

  • Shipping and logistics

  • Taxes and compliance

  • Website and mobile apps

bottom of page