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Avaza Reviews
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# Avaza Features

##### 
## Time Tracking (5)

Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

Tracking Time to Project/Task

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.

Reimbursement Management

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Task Progress Tracking

Track the status and progress of tasks

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##### 
## Client Invoicing (5)

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Electronic Payments

Accepts electronic payments from clients

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Biometric Recognition

Facial or other physical recognition to confirm identity

Optical Character Recognition

Ability to recognize printed or written text within digital images or scanned documents

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##### 
## Mobile Time Tracking (15)

Project Time Tracking

Measure time to completion or hours worked for projects

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Activity Tracking

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

Time Tracking by Client

Track time worked per client

Project Tracking

Monitor the progress of projects from start to finish

Billable Items Tracking

Track the list of items required to be billed/invoiced to clients

Attendance Tracking

Track the attendance of specific individuals or groups

Vacation/Leave Tracking

Request, track, and manage time off requests and vacation time

Project Time Tracking

Measure time to completion or hours worked for projects

Leave Tracking

Manage and track employee attendance

Budget Tracking

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

Online Time Tracking

Track employee and task times using internet connection

Offline Time Tracking

Track employee and task times without internet connection

Location Tracking

Identify the physical location of an individual, asset, device, etc.

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##### 
## Administration (26)

Business Tool Integration

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

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

User, Role, and Access Management

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

Timesheet Management

Track the amount of time spent on a job or task

Payroll Management

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

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Invoice Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Mobile Access

Access software remotely via mobile devices

Mobile Access

Access software remotely via mobile devices

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

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.

Email Management

Manage, store and organize emails within the system or via third-party apps

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Timesheet Management

Track the amount of time spent on a job or task

Accounting Integration

Integrate with a third-party accounting system

Third-Party Integrations

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

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##### 
## Platform (16)

Reporting

Access pre-built and custom reports and dashboards.

APIs / Integration

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

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 User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Accounting Integration

Integrate with a third-party accounting system

QuickBooks Integration

Integrates with QuickBooks

Real-Time Reporting

Active reporting of data and metrics

Third-Party Integrations

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

Payroll Integration

Facilitates integration with multiple third-party payroll systems

Accounting Integration

Integrate with a third-party accounting system

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.

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##### 
## Tasks (8)

Creation & Assignment

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).

Task Prioritization

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.

Dependencies

Define dependencies between tasks and the rules to manage them.

Drag & Drop

Users can move tasks and change dependencies using drag and drop.

Recurring Tasks

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Real-Time Updates

Receive system updates as soon as any changes are made

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##### 
## Projects (33)

Planning

Plan and create work breakdown structure (WBS) based on the scope of the project.

Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

GANTT

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.

Views

Create customized project views for internal and external purposes (eg: for customers).

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

Templates

Provide standards templates that can be customized by users to create new projects.

Time & Expense

Track time and expenses associated with projects or tasks.

Methodologies

Support agile and waterfall project management methodologies.

Project Time Tracking

Measure time to completion or hours worked for projects

Bug Tracking

Monitor and track bugs and issues in the system.

Milestone Tracking

Monitor task progress and planned accomplishments to better manage project status

Task Progress Tracking

Track the status and progress of tasks

Activity Tracking

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

Project Tracking

Monitor the progress of projects from start to finish

Status Tracking

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

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Agile Methodologies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Sprint Planning

Identifying the tasks to be completed and the people to complete them during a set period of time

Project Planning

Organize and schedule projects

Release Planning

A timeline for taking a project live that outlines what features should be operational at the go-live date

Multiple Projects

Ability to handle several projects simultaneously

Multi-Department/Project

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

Customizable Templates

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

Project Templates

Pre-designed project plans that can be customized

Gantt/Timeline View

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Percent-Complete Tracking

Level of completion within a task

Reporting/Project Tracking

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Time Tracking

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

Traditional Methodologies

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Task Planning

Traditional Methodologies

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

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##### 
## Resource Management (5)

Resource Definiton

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.

Scheduling

Allocate resources by matching capacity and demand, by project, team, or department.

Task Scheduling

Track and manage the scheduling of tasks

Project Planning/Scheduling

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

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##### 
## Project Monitoring (4)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Activity Dashboard

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

Activity Dashboard

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

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##### 
## Cost Tracking (5)

Identification

Capture costs at different stages of the project

Allocation

Allocate costs to resources, tasks, or projects

Standard Costs

Define standard costs for resources and activities

Project Billing

Business model that bills clients an amount based on the project/task/job performed

Cost-to-Completion Tracking

Forecast of the expenses necessary for project completion

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##### 
## Platform Basics (5)

Reporting

Provides analytics tools that reveal important business metrics and track progress.

Dashboard

Has a centralized dashboard for users to interact with.

Performance

Is consistently available (uptime) and allows users to complete tasks reliably.

Activity Dashboard

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

Labor Cost Reporting

Report on the allocation and distribution of labor costs across projects

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##### 
## Platform Content (3)

Automation

Automates some or all operation related tasks.

File Sharing

Provides robust sharing options for communication with both internal and external stakeholders.

Content Library

Provides users with a pre-built library of useable content.

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##### 
## Platform Additional Functionality (16)

Integrations

Integrates with business solutions such as payroll, workforce management, POS systems, etc.

Mobility

Is accessible from a mobile device and by users on the go.

Forecasting

Forecasts scheduling needs based on important KPIs.

Task Management

Provides task prioritization and management abilities.

Portal

Contains a portal to facilitate third-party or client application access.

Self Service Portal

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

Labor Management

Manage the attendance, schedule, and payroll of the labor workforce

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Shift Management

Facilitate the scheduling and coordination of employee shifts

Payroll Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Compliance Management

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

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Timesheet Management

Track the amount of time spent on a job or task

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##### 
## 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.

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##### 
## 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.

Resource Allocation & Planning

Assign available resources (human and/or non-human) to various projects and tasks

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Project Time Tracking

Measure time to completion or hours worked for projects

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

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##### 
## Accounting (10)

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.

Time & Expense Tracking

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

Activity Tracking

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

Billable Items Tracking

Track the list of items required to be billed/invoiced to clients

Document Management

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

Multiple Projects

Ability to handle several projects simultaneously

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##### 
## 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.

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##### 
## Analytics (4)

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 .

Real-Time Reporting

Active reporting of data and metrics

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##### 
## Bill Generation (9)

Templates

Provide standard invoice templates that can be customized by users

Digital Billing

Ability to convert invoices to digital formats such as PDF

Recurring Billing

Automatically generates invoices at pre-defined time intervals

Hourly Billing

Business model that charges based on the amount of time spent on an hourly basis

Contingency Billing

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Project Billing

Business model that bills clients an amount based on the project/task/job performed

Multi-Period Recurring Billing

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

Recurring/Subscription Billing

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

Deferred Billing

Buyer isn't billed until the period is up without any interest charges

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##### 
## Bill Processing (16)

Consolidation

Allow users to consolidate multiple invoices into one

Batch Invoicing

Ability to create multiple types of invoices

Management

Manage invoicing for different types of products or services

Compliance Management

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

Purchase Order Management

Create, send, and track purchase orders and their statuses

Document Management

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

Email Management

Manage, store and organize emails within the system or via third-party apps

Client Management

Manage contact details and communication with clients

Dunning Management

Process of automatically notifying clients when payments fail to ensure invoices are paid

Master Data Management

Verify, organize, manage & store enterprise data assets in a centralized repository

Refund Management

Oversee the process of issuing refunds

Discount Management

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

Sales Tax Management

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

Subscription Management

Process of managing customer subscription lifecycle for a recurring service or a product

Recurring Invoicing

Generate recurring invoices

Billing & Invoicing

Create, manage, and send invoices or bills to customers

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##### 
## Integration (5)

Accounting

Provide integration with accounting and financial management software

Payments

Integrates with other payments software

ERP

Deliver integrations with accounting modules of ERP systems

Mobile Payments

Clients can submit payments via mobile devices

CRM

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

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##### 
## Generative AI (7)

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.

Proposal Generation

Create proposals based on costs of labor and materials

Generative AI

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

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.

Generative AI

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

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##### 
## 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.

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##### 
## Agentic AI - Project Management (9)

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

Third-Party Integrations

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

File Transfer

Move files across different systems or networks

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##### 
## Agentic AI - Billing (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Professional Services Automation (2)

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Additional Functionality (259)

Activity Dashboard

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

Gantt/Timeline View

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Quotes/Estimates

Generate quotes or estimates for customers

Collaboration Tools

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

Customizable Fields

Customize data fields to support various needs and use cases

CRM

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

AI Copilot

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

Customizable Reports

Alter the layout and content of reports

Performance Metrics

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Reporting & Statistics

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

Project Templates

Pre-designed project plans that can be customized

Task Scheduling

Track and manage the scheduling of tasks

Real-Time Data

Receive data and information in real time

Document Storage

Store and organize documents in a centralized system

Drag & Drop

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

Backlog Management

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

API

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

Retrospectives Management

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Task Management

Create, manage and track all task activities and progression

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Supports Scrum

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Team Management

Organizing a group of people to accomplish a task

Kanban Board

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Request Management

Evaluating and prioritizing change requests that are received while working on the project

Commenting/Notes

Leave comments and notes on documents for others to view

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

@mentions

An @mention is a way to tag or notify a specific person about a message/post

Planning Tools

Projections

Estimate or forecast of a future scenario based on the study of present trends

Collaboration Tools

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Email Management

Manage, store and organize emails within the system or via third-party apps

Project Workflow

Create, manage, or update project workflows.

Deadline Management

Specify or track the date/time a project, task, etc., is due for completion

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts/Notifications

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

Reporting & Statistics

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

Customizable Fields

Customize data fields to support various needs and use cases

AI Copilot

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

Resource Management

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Negative Feedback Management

Identify, track, and respond to negative feedback

Data Import/Export

Import and export data to and from software applications

File Management

Create, save, and store files

Assignment Management

Assign issues and tasks based on availability or required skills

Progress Reports

Document and report the progress of ongoing projects

Budget Management

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Real-Time Reporting

Active reporting of data and metrics

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Requirements Management

Enables creation, management, and tracking of product requirements & features during product production/development

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Issue Management

Identify and respond to unexpected problems or failures (ie. "negative events")

Document Management

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

Release Management

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

For IT Project Management

Supports project management for IT professionals & teams

Product Roadmapping

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Change Management

Track and monitor efficient handling of all changes/transitions

Mobile App

Access the system via a mobile application

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Testing/QA Management

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Web-based Deployment

SaaS, web-based, online deployment

Idea Management

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Client Portal

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

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Version Control

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

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Productivity Analysis

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Multi-Channel Communication

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Forecasting

Form predictions based on past and present data/trends

Key Performance Indicators

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Remote Support

Provide support to your customers and employees remotely over a shared network

Predictive Analytics

Predict future data based on historical data sets

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

User Management

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

Network Diagram

Diagram that depicts connections among nodes in a network

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Document Storage

Store and organize documents in a centralized system

Visualization

Graphical representation of data or processes

Customizable Reports

Alter the layout and content of reports

Time Clock

Reminders

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

Daily Reports

A document that lists daily activities or maintains a record of all events that happened in a day

Configurable Workflow

Configure existing workflows to meet your organization's needs

Roadmapping

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Iteration Management

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Timeline Management

Manage a detailed schedule of a product plan

KPI Monitoring

Tracking the status of previously identified performance measurements

For Small Businesses

Designed for small businesses

Chat/Messaging

Communicate using direct chat or messages within the system

Messaging

Communicate using messages within the system

File Encryption

Encrypts data within the file, which can only be decrypted using a password or encryption key

Reporting & Statistics

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

Alerts/Notifications

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

Contact Database

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

Third-Party Integrations

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

AI Copilot

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

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Purchasing & Receiving

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

Multi-Language

Manage and support multiple languages

Activity Dashboard

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

Customizable Invoices

Invoices that can be tailored according to company's branding, payment terms and personalized information

Real-Time Reporting

Active reporting of data and metrics

Credit Card Processing

Accept and process credit card transactions

Quotes/Estimates

Generate quotes or estimates for customers

Fraud Detection

Identify and prevent suspicious activity

Real-Time Data

Receive data and information in real time

Generative AI

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

Dynamic Pricing

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

Credit Note

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Duplicate Detection

Compare new data with existing records to detect duplicate entries

Invoice History

Store and view prior invoices for each account/client

Reminders

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

Billing Portal

Gateway through which end users can view past bills and pay current invoices

Accounting Integration

Integrate with a third-party accounting system

Backup and Recovery

Create backups and provide methods to recover deleted/lost data

Customizable Branding

Add customized logos and colors to align with company branding

Bulk Send

Process of sending a large number of documents, messages or emails to multiple recipients at once

Invoice Creation

Create invoices from scratch or have recurring invoices

Time & Expense Tracking

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

API

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

Customizable Reports

Alter the layout and content of reports

Projections

Estimate or forecast of a future scenario based on the study of present trends

Multi-Currency

Manage and handle various international currencies

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Invoice Processing

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

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Tax Calculation

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Payment Processing

Accept, record, and reconcile financial transactions

Data Import/Export

Import and export data to and from software applications

Real-Time Analytics

Analyze and gain insights into data in real-time

Client Portal

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

Email Reminders

Reminders sent via email

Mobile Access

Access software remotely via mobile devices

Bank Reconciliation

Compare and match accounting/financial records with corresponding bank statements

Transaction History

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

Customer Accounts

Record customer information, purchase history, and other notes

Customizable Fields

Customize data fields to support various needs and use cases

PCI Compliance

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Audit Trail

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

Multiple Payment Options

Process payments via multiple modes directly through the application

Self Service Portal

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

ACH Payment Processing

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

Third-Party Integration

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

Payment Tracking

Track sent and received payments, invoices, and bills.

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

For Small Businesses

Designed for small businesses

Tax Compliance

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Sick Leave Tracking

Track and manage sick leave time

Online Time Clock

Track/log the amount of time employees worked per job using a timer

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Overtime Calculation

Manage and record overtime hours for hourly employees

Alerts/Notifications

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

Mobile Access

Access software remotely via mobile devices

Customizable Reports

Alter the layout and content of reports

Schedule Distribution

Assign and distribute work schedules to individual employees or teams within an organization

Generative AI

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

Multi-Location

Manage and support multiple locations

Reminders

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

Shift Scheduling

Schedule shifts via online calendars and available employees

Reporting/Analytics

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

Labor Cost Calculator

Calculate labor costs associated with employing a workforce, including wages, salaries, benefits

Shift Swapping

Managing and trading shift details between employees

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Messaging

Communicate using messages within the system

Data Import/Export

Import and export data to and from software applications

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

AI Copilot

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

Mobile Alerts

Notifications via mobile devices

Vacation/Leave Tracking

Request, track, and manage time off requests and vacation time

Activity Tracking

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

Drag & Drop

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

Biometric Recognition

Facial or other physical recognition to confirm identity

API

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

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Real-Time Data

Receive data and information in real time

Resource Allocation

Assign available resources to various projects and tasks

Data Import/Export

Import and export data to and from software applications

Estimating

Estimate expected cost based on various factors before a project begins

Timer

Multi-Currency

Manage and handle various international currencies

Customizable Reports

Alter the layout and content of reports

Alerts/Notifications

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

Reporting/Analytics

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

Real-Time Updates

Receive system updates as soon as any changes are made

Projections

Estimate or forecast of a future scenario based on the study of present trends

Customizable Fields

Customize data fields to support various needs and use cases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Mobile App

Access the system via a mobile application

Generative AI

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

Activity Dashboard

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Budgeting/Forecasting

Create budgets based on historical data and future projections

Resource Allocation & Planning

Assign available resources (human and/or non-human) to various projects and tasks

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

AI Copilot

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

Summary Reports

Reporting & Statistics

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

Real-Time Data

Receive data and information in real time

Automatic Time Capture

Automate recording of time to reduce human error

Overtime Calculation

Manage and record overtime hours for hourly employees

Clock In/Out

Track employees' arrival and departure timings for payroll purposes

Productivity Analysis

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Multi-Language

Manage and support multiple languages

Employee Scheduling

Assign working shifts or tasks to employees based on their availability

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Billable & Non-Billable Hours

Track billable hours and/or non-billable expenses for work performed

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

Project Tracking

Monitor the progress of projects from start to finish

AI Copilot

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

Production Cost Tracking

Budgeting/Forecasting

Create budgets based on historical data and future projections

API

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Progress Reports

Document and report the progress of ongoing projects

Generative AI

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

Billable Items Tracking

Track the list of items required to be billed/invoiced to clients

Job Scheduling

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Invoice Management

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

Audit Trail

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

Timesheet Management

Track the amount of time spent on a job or task

Project Time Tracking

Measure time to completion or hours worked for projects

Change Order Management

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Bills of Material

Material list of manufacturing parts and associated costs

Third-Party Integrations

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

Overrun Reporting

Customizable Reports

Alter the layout and content of reports

Job Management

Manage and track all job information and associated tasks

Time Tracking

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

Percent-Complete Tracking

Level of completion within a task

Labor Cost Reporting

Report on the allocation and distribution of labor costs across projects

Quotes/Estimates

Generate quotes or estimates for customers

Cost Estimating

Forecast the cost and resources required to complete a project

Purchase Order Management

Create, send, and track purchase orders and their statuses

Real-Time Reporting

Active reporting of data and metrics

Inventory Management

Track and manage inventory levels to maintain proper supply

Accounting

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

Estimating

Estimate expected cost based on various factors before a project begins

Task Scheduling

Track and manage the scheduling of tasks

Activity Tracking

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

Forecasting

Form predictions based on past and present data/trends

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Reporting & Statistics

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

Job Tracking

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Projections

Estimate or forecast of a future scenario based on the study of present trends

Activity Dashboard

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

Bid Management

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Document Management

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

Data Import/Export

Import and export data to and from software applications

Show More

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##### Categories on G2

[
Project Management
](https://www.g2.com/categories/project-management)[
Time Tracking
](https://www.g2.com/categories/time-tracking-software)[
Employee Scheduling
](https://www.g2.com/categories/employee-scheduling-software)

[
Billing
](https://www.g2.com/categories/billing)[
Professional Services Automation
](https://www.g2.com/categories/professional-services-automation)[
Project Cost Management
](https://www.g2.com/categories/project-cost-management)

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