Accounting Seed Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Measure and track time including hours worked and paid time off (PTO)

Track the status over time for a request, process, asset, or transaction

Track actual spending to ensure it's in line with the planned budget

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Create and revise an unlimited number of budget, plan and forecast scenarios.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Generate reports to assess the financial performance of an organization

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Standard integration with accounting and ERP software

Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems

Out of the box APIs to integrate with any type of software

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Use AI to generate content in the form of text, images, videos, etc.

Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Revenue can be reclassified from one category to another, such as from deferred to earned

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15

Automatic scheduling to ensure that revenue is recognized at the proper time

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Track revenue performance by customer, customer groups, or demographics

Monitor revenues per contract, contract types, or groups of contracts

Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Analyse the impact of special pricing and discounts on revenue

Track the performance of bundles, special offers, and other sales incentives

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Create forecasts to estimate future revenues

Adjust prices to attract more customers and to improve revenues

Revenue optimization activities can be evaluated on a regular basis

Forecast customer demand using historical insights and simulations

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Reports on the status of invoices or payments

Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

Calculation of consumption tax imposed on the sale of goods/services

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Reports that show customers their invoices, payments, and balance on the account

Integrates with accounting or similar platforms

Integrates with ERP systems

Integrates with Corporate Performance Management platforms

Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices

Allow customers to make a partial payment on an invoice and track remaining debt

Offers customizable approval processes for all types of transactions

Compare and match accounting/financial records with corresponding bank statements

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

Manage employee salary processes, data, taxes, and records administration efficiently

Calculation of consumption tax imposed on the sale of goods/services

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

View and track pertinent metrics to find patterns and gain insights from data

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Receive data and information in real time

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Accept and process credit card transactions

Bring together financial information by collecting data from multiple ledgers and close financial processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

Track and manage adherence to policies for any service, product, process, or supplier

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track and manage inventory levels to maintain proper supply

Plan, manage, and track the financial activities of an individual or organization

Track and document all activities across devices, networks, and other systems

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

Allow users to create, edit, and sort multiple notes

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Sends automated messages and reminders, resolves disputes, or does proactive outreach.

Responds to basic questions from inbound emails.

Analyzes past transactions to make a prediction of when future payments are likely to be paid.

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Manage and track recurring gifts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Track and view detailed financial donation history made by contacts and members

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track outstanding invoices and the money owed from clients

Print paychecks issued to confirm payment of wages or salary

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Manage employee salary processes, data, taxes, and records administration efficiently

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Application programming interface that allows for integration with other systems/databases

Active reporting of data and metrics

Compare and match accounting/financial records with corresponding bank statements

Manage allocation and performance of financial assets

Manage and handle various international currencies

Monitor application statuses, proposals and award funds

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan, manage, and track the financial activities of an individual or organization

Track money owed to a company's creditors/suppliers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Access software remotely via mobile devices

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Track and document all activities across devices, networks, and other systems

Create, design and manage workflows for repetitive tasks

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Log and record hours worked and costs spent to assist in billing and invoicing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and track financials on a project-to-project basis

Calculation of consumption tax imposed on the sale of goods/services

Manage, organize, and store contact information

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for non-profit organizations

Integrate with a third-party accounting system

Manage and support multiple locations

Use AI to generate content in the form of text, images, videos, etc.

Track money owed to a company's creditors/suppliers

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A financial statement that lists a company's accounts and details the account type and balance

Manage and track financials on a project-to-project basis

Convert data into a code for security

Track outstanding invoices and the money owed from clients

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Create, manage, and send invoices or bills to customers

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

Change one currency to another based on real-time rates/values

Pre-designed layouts that can be customized to match preferences and requirements

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimate expected cost based on various factors before a project begins

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

Private online space that lets businesses securely share documents and provide information access to clients

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Access work applications remotely, for when working away from the office and/or traveling

Calculates a company's working capital which is the amount of money a company has available to run its business

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Designed for small businesses

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Tools to facilitate the production of information and promote efficiency

Accept and process customer payments for products or services using hardware and software

Monitor sales and make necessary adjustment in order to increase demand and revenue

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Allows users to manage data from a number of sources

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Setting up the amount/charge for per hour of work by a company or professional

Tracking the status of previously identified performance measurements

Monitor product stock levels

Create, manage, and send invoices or bills to customers

Track and manage inventory levels to maintain proper supply

Track the status over time for a request, process, asset, or transaction

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Plan, manage, and track the financial activities of an individual or organization

Electronically collect payments for goods or services

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Design, communicate, and distribute incentives to perform a specific action

Track and manage the profit margin between the cost of a product and its selling price.

Receive system updates as soon as any changes are made

Review data from past periods to reveal recurring tendencies and predict future performance

Created for use in the aviation and air transportation industry

Interact with data visualization elements, such as charts and graphs, to drill down into data

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Manage and track customer orders for goods, investments, or any other purchases

Reports specific to sales analysis for trends and strategies

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate quotes or estimates for customers

Addition of necessary external data, applications, tools, or features

To be used by the hospitality industry

Evaluating strengths and weaknesses of companies with the same target audience

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Review data from past periods to reveal recurring tendencies

Track products that are for sale at a reduced price or part of coupon promotions

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Store and organize information about customers and previous interactions

Track and manage adherence to policies for any service, product, process, or supplier

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Calculate rule-based prices for a product/service

Generate reports to assess the financial performance of an organization

Track, store, and access client contracts or licenses

Rules followed by the software/AI can be configured by users to suit their specific needs

Monitor or audit historical and current transactions to analyze customer account activities

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Create, design and manage workflows for repetitive tasks

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alter the layout and content of reports

Use AI to generate content in the form of text, images, videos, etc.

Monitor and record expenses such as purchases or charges incurred

Import and export data to and from software applications

Receive data and information in real time

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Create, manage, and send invoices or bills to customers

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Create, send, and track purchase orders and their statuses

A record of all activities within the system, including user access, changes made, etc.

Track products that are for sale at a reduced price or part of coupon promotions

Centralized accounting record which tracks all financial transactions

Store, manage, and track all electronic documents in a centralized location

A list of customers and their payments due updated on a monthly basis

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and handle various international currencies

Create, design and manage workflows for repetitive tasks

Accept and process credit card transactions

Create, manage and track all task activities and progression

Pre-designed layouts that can be customized to match preferences and requirements

Form predictions based on past and present data/trends

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Receive and deposit or issue and record check payments

Upload, track, and submit receipts in a central database

Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit

Plan, manage, and track the financial activities of an individual or organization

Set up connections to third-party platforms to improve business processes

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage the process of evaluating documents or requests submitted for approval

Application programming interface that allows for integration with other systems/databases

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

Manage the accounting and financial aspects of multiple locations or companies in a single location

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Centralized accounting record which tracks all financial transactions

Set up connections to third-party platforms to improve business processes

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

A financial statement that lists a company's accounts and details the account type and balance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances