Allfred Features
Time Tracking (3)
Ease of Completing Timesheets
As reported in 24 Allfred reviews. Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Based on 23 Allfred reviews. Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. 22 reviewers of Allfred have provided feedback on this feature.
Client Invoicing (3)
Invoice Creation and Delivery
Based on 22 Allfred reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
As reported in 21 Allfred reviews. Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 22 reviewers of Allfred have provided feedback on this feature.
Mobile Time Tracking (1)
Time Tracking
As reported in 23 Allfred reviews. Allows users to track and enter time spent on project tasks from mobile device.
Administration (8)
Business Tool Integration
Based on 22 Allfred reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer This feature was mentioned in 22 Allfred reviews.
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets This feature was mentioned in 22 Allfred reviews.
Policy Compliance Management
As reported in 19 Allfred reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
As reported in 21 Allfred reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Platform (11)
Reporting
Access pre-built and custom reports and dashboards. This feature was mentioned in 20 Allfred reviews.
APIs / Integration
As reported in 18 Allfred reviews. 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.
Internationalization
Based on 17 Allfred reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 20 Allfred reviews. 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.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 19 Allfred reviews.
Offline
Based on 18 Allfred reviews. Provides users ability to create and access expense reports/timesheets while not connected to internet.
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
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.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet.
Tasks (8)
Creation & Assignment
Based on 32 Allfred reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates). 33 reviewers of Allfred have provided feedback on this feature.
Task Prioritization
Based on 30 Allfred reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 31 Allfred reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them. This feature was mentioned in 31 Allfred reviews.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. 30 reviewers of Allfred have provided feedback on this feature.
Drag & Drop
Based on 31 Allfred reviews. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
As reported in 31 Allfred reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 31 Allfred reviews.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. This feature was mentioned in 31 Allfred reviews.
GANTT
Based on 29 Allfred reviews. Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. This feature was mentioned in 31 Allfred reviews.
Views
Create customized project views for internal and external purposes (eg: for customers). 28 reviewers of Allfred have provided feedback on this feature.
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. This feature was mentioned in 32 Allfred reviews.
Issue Tracking
As reported in 30 Allfred reviews. Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects. 28 reviewers of Allfred have provided feedback on this feature.
Critical Path
Based on 28 Allfred reviews. Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks. This feature was mentioned in 31 Allfred reviews.
Methodologies
Support agile and waterfall project management methodologies. This feature was mentioned in 27 Allfred reviews.
Resource Management (3)
Resource Definiton
Based on 26 Allfred reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. This feature was mentioned in 28 Allfred reviews.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. 28 reviewers of Allfred have provided feedback on this feature.
Project Monitoring (3)
Baselining / KPIs
Based on 27 Allfred reviews. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
As reported in 28 Allfred reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 28 Allfred reviews. Deliver dashboards that display project data and KPIs in real time.
Budget Creation (6)
Data Import
As reported in 18 Allfred reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies
As reported in 16 Allfred reviews. Define budget structure elements and how they are linked hierarchically
Versioning
Keeps track of all versions of a budget and allows users to compare versions 18 reviewers of Allfred have provided feedback on this feature.
Formulas
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 17 reviewers of Allfred have provided feedback on this feature.
What-If
Based on 15 Allfred reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods
As reported in 18 Allfred reviews. Users can customize standard budget periods (3, 9, or 12 months)
Budget Management (3)
Consolidation
Based on 16 Allfred reviews. Consolidate multiple budgets from different departments or business entities
Adjustments
Users with administrative access rights can modify budgets 15 reviewers of Allfred have provided feedback on this feature.
Workflows
Workflows are used to define the steps required to alter budgets and who needs to approve changes This feature was mentioned in 15 Allfred reviews.
Forecasting (5)
Historical Data
Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 17 Allfred reviews.
Reforecast
Based on 16 Allfred reviews. Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Based on 16 Allfred reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Based on 16 Allfred reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns 16 reviewers of Allfred have provided feedback on this feature.
Analytics (10)
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers. This feature was mentioned in 16 Allfred reviews.
Forecasts Comparison
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 15 reviewers of Allfred have provided feedback on this feature.
Forward Looking
Based on 15 Allfred reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Due Dates
Based on 17 Allfred reviews. Track invoices based on due dates to identify overdue payments
Cashflow
As reported in 15 Allfred reviews. Analyze variations between incoming and outgoing cash
KPIs
As reported in 13 Allfred reviews. Monitor KPIs such as time to process an invoice or erroneous payments
Payment Tracking
Track different types of payment such as deposits or partial payments 14 reviewers of Allfred have provided feedback on this feature.
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Cost Tracking (3)
Identification
As reported in 20 Allfred reviews. Capture costs at different stages of the project
Allocation
Allocate costs to resources, tasks, or projects 20 reviewers of Allfred have provided feedback on this feature.
Standard Costs
Define standard costs for resources and activities This feature was mentioned in 18 Allfred reviews.
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users This feature was mentioned in 16 Allfred reviews.
Flows
Users can easily create flows using drag and drop features 15 reviewers of Allfred have provided feedback on this feature.
Dependencies
As reported in 15 Allfred reviews. Define and manage dependencies between tasks and workflows
Notifications
Based on 15 Allfred reviews. Include alters that can be used with workflows
Management (3)
Updates
As reported in 15 Allfred reviews. Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes This feature was mentioned in 14 Allfred reviews.
Integration
Integrate with ERP or project management software 14 reviewers of Allfred have provided feedback on this feature.
Integration (4)
Accounting
As reported in 14 Allfred reviews. Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software This feature was mentioned in 15 Allfred reviews.
ERP
As reported in 14 Allfred reviews. Deliver integrations with accounting modules of ERP systems
Account Sync
As reported in 15 Allfred reviews. Sync with company accounts to transfer payments for approved invoices
Invoice Generation (3)
Templates
Provide standard invoice templates that can be customized by users This feature was mentioned in 17 Allfred reviews.
Digital Invoices
As reported in 17 Allfred reviews. Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Automatically generates invoices at pre-defined time intervals 14 reviewers of Allfred have provided feedback on this feature.
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments This feature was mentioned in 16 Allfred reviews.
Batch Processing
Based on 14 Allfred reviews. Process multiple invoices without human intervention
Consolidation
Allow users to consolidate multiple invoices into one 13 reviewers of Allfred have provided feedback on this feature.
Match Invoices
Match invoices with purchases and sales orders, as well as with payments This feature was mentioned in 14 Allfred reviews.
Planning (3)
Resource Definiton
As reported in 13 Allfred reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. This feature was mentioned in 13 Allfred reviews.
Scheduling
Based on 12 Allfred reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
Based on 10 Allfred reviews. Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Task Creation (4)
Creation & Assignment
Based on 24 Allfred reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 24 Allfred reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Based on 22 Allfred reviews. Users can move tasks and change dependencies using drag and drop.
Mass Updates
As reported in 21 Allfred reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
As reported in 23 Allfred reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks. 22 reviewers of Allfred have provided feedback on this feature.
Dependencies
Based on 20 Allfred reviews. Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Based on 21 Allfred reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Customer Management (4)
Customer Profiles
Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (8)
Project Planning
Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Task Management
Include features to create, assign, and manage tasks. 13 reviewers of Allfred have provided feedback on this feature.
Planning
Deliver project plans that can be customized by users. This feature was mentioned in 13 Allfred reviews.
Visibility
As reported in 13 Allfred reviews. Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software. This feature was mentioned in 12 Allfred reviews.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Enables accountants and project managers to track and manage budgets.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Communication (5)
Chat
Provide live chat tools for instant messaging 11 reviewers of Allfred have provided feedback on this feature.
Discussions
Based on 12 Allfred reviews. Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions This feature was mentioned in 10 Allfred reviews.
Feedback
Provide functionality to create and manage polls and surveys 11 reviewers of Allfred have provided feedback on this feature.
Announcements
Manage news and announcements by company or department 11 reviewers of Allfred have provided feedback on this feature.
Content & Documents (4)
File Sharing
Based on 12 Allfred reviews. Documents can be shared between users and teams
Notes
As reported in 12 Allfred reviews. User can share notes with colleagues or external users
Search
Based on 12 Allfred reviews. Help users find documents and other types of content
Versioning
Based on 10 Allfred reviews. Keep track of document versions and related changes
Controls (5)
Custom Views
As reported in 11 Allfred reviews. Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them This feature was mentioned in 12 Allfred reviews.
User Management
Define and manage users access to documents and collaboration features This feature was mentioned in 12 Allfred reviews.
Calendars
Based on 11 Allfred reviews. Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public. 10 reviewers of Allfred have provided feedback on this feature.
Remote Collaboration (4)
Alignment
As reported in 11 Allfred reviews. Align remote employees with their colleagues and external users
Accountability
Based on 12 Allfred reviews. Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely 11 reviewers of Allfred have provided feedback on this feature.
Offline Mode
As reported in 10 Allfred reviews. Users can work offline and changes are synced when they back online
Generative AI (9)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Based on 11 Allfred reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 11 reviewers of Allfred have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Based on 13 Allfred reviews. Allows users to generate text based on a text prompt.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Budgeting and Forecasting (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.

