Basis Features

Manage adding fixed assets to proposed budgets

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

Electronically collect payments for goods or services

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

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

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

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

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

Upload, track, and submit receipts in a central database

Create, manage and track all task activities and progression

Compare and match accounting/financial records with corresponding bank statements

Receive data and information in real time

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

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

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

Customize data fields to support various needs and use cases

Create, design and manage workflows for repetitive tasks

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

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

Import and export data to and from software applications

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

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

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

Active reporting of data and metrics

Issue payments to third parties via checks

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

Track and manage schedules and meetings via an integrated calendar

Securely stores data to prevent data loss or breaches

Alter the layout and content of reports

Create, manage, and send invoices or bills to customers

Manage bookkeeping for client trust accounts

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

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

Manage, organize, and store contact information

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

Centralized accounting record which tracks all financial transactions