BQE CORE Features
Expense Reports (7)
Ease of Creating Expense Reports
Based on 122 BQE CORE reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Based on 73 BQE CORE reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements
Smart Categorization
Based on 79 BQE CORE reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Based on 90 BQE CORE reviews and verified by the G2 Product R&D team. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Based on 105 BQE CORE reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Based on 49 BQE CORE reviews and verified by the G2 Product R&D team. Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Based on 63 BQE CORE reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (1)
Advanced Integrations
Based on 59 BQE CORE reviews and verified by the G2 Product R&D team. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Time Tracking (3)
Ease of Completing Timesheets
As reported in 224 BQE CORE reviews. Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Based on 220 BQE CORE 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. This feature was mentioned in 209 BQE CORE reviews.
Client Invoicing (3)
Invoice Creation and Delivery
Based on 180 BQE CORE reviews and verified by the G2 Product R&D team. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Based on 122 BQE CORE reviews and verified by the G2 Product R&D team. Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Based on 161 BQE CORE reviews and verified by the G2 Product R&D team. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (2)
Receipt Capture
Based on 83 BQE CORE reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Based on 88 BQE CORE reviews and verified by the G2 Product R&D team. Allows users to track mileage from mobile device using maps or GPS.
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device. 210 reviewers of BQE CORE have provided feedback on this feature.
Administration (12)
Business Tool Integration
Based on 131 BQE CORE reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 176 BQE CORE reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Based on 147 BQE CORE reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Based on 117 BQE CORE reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Based on 185 BQE CORE reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Based on 44 BQE CORE reviews and verified by the G2 Product R&D team. Complies with PCI security standards
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 14 BQE CORE reviews.
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. This feature was mentioned in 21 BQE CORE reviews.
Access Management
Based on 17 BQE CORE reviews. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Permissions
Define and manage roles and access rights for the entire system. This feature was mentioned in 69 BQE CORE reviews.
Procedures
Based on 55 BQE CORE reviews. Maintain procedures for data access and governance.
Remote Work
Based on 71 BQE CORE reviews. Allow users to use the system online and on mobile devices.
Platform (18)
Reporting
Based on 191 BQE CORE reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
APIs / Integration
Based on 112 BQE CORE reviews and verified by the G2 Product R&D team. 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 100 BQE CORE reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 193 BQE CORE reviews and verified by the G2 Product R&D team. 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
Based on 138 BQE CORE reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 60 reviewers of BQE CORE have provided feedback on this feature.
Workflow Capability
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. 52 reviewers of BQE CORE have provided feedback on this feature.
User, Role, and Access Management
Based on 68 BQE CORE reviews. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 32 BQE CORE reviews. 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. This feature was mentioned in 67 BQE CORE reviews.
Output Document Generation
As reported in 46 BQE CORE reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Embedded AI / Machine Learning
Based on 55 BQE CORE reviews and verified by the G2 Product R&D team. Offers embedded AI/machine learning
Complex Approval Workflow
Based on 71 BQE CORE reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 15 BQE CORE reviews.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 11 BQE CORE reviews.
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. 15 reviewers of BQE CORE have provided feedback on this feature.
Mobile
As reported in 18 BQE CORE reviews. 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. 13 reviewers of BQE CORE have provided feedback on this feature.
General Ledger (3)
Journal Entries
Based on 54 BQE CORE reviews. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
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. 39 reviewers of BQE CORE have provided feedback on this feature.
Audit Trail
Based on 43 BQE CORE reviews. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
The layout of the invoice template is fully customizable and you can add or remove fields. This feature was mentioned in 69 BQE CORE reviews.
AR Automation
As reported in 40 BQE CORE reviews. 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.
Collections Automation
As reported in 39 BQE CORE reviews. The system automates the dunning process to help drive collections
Accounts Payable (3)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values 34 reviewers of BQE CORE have provided feedback on this feature.
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. 57 reviewers of BQE CORE have provided feedback on this feature.
Purchase Orders
Based on 39 BQE CORE reviews. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Other Functionality (8)
Inventory Tracking / Ordering
Based on 33 BQE CORE reviews. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
As reported in 32 BQE CORE reviews. 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.
Inventory Reporting
As reported in 31 BQE CORE reviews. Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Based on 34 BQE CORE reviews. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Automates recognition of revenue and expenses by defining recognition rules. This feature was mentioned in 33 BQE CORE reviews.
Reconciliations
As reported in 48 BQE CORE reviews. 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
Based on 41 BQE CORE reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Based on 77 BQE CORE reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting
Reporting & Analytics (4)
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business 56 reviewers of BQE CORE have provided feedback on this feature.
Custom Reporting
As reported in 61 BQE CORE reviews. 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
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios. 55 reviewers of BQE CORE have provided feedback on this feature.
Dashboards
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 70 reviewers of BQE CORE have provided feedback on this feature.
Integration (9)
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 41 BQE CORE reviews.
Integration APIs
As reported in 34 BQE CORE 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.
Breadth of Partner Applications
As reported in 29 BQE CORE reviews. 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.
Front Office
Integrate with CRM, marketing, or customer service software. 37 reviewers of BQE CORE have provided feedback on this feature.
Back Office
Provide integration with accounting software and ERP systems. 48 reviewers of BQE CORE have provided feedback on this feature.
External data
Connect to external data sources such as databases or BI software. This feature was mentioned in 35 BQE CORE reviews.
Accounting
Based on 109 BQE CORE reviews. Provide integration with accounting and financial management software
Payments
As reported in 122 BQE CORE reviews. Integrates with other payments software
ERP
As reported in 62 BQE CORE reviews. Deliver integrations with accounting modules of ERP systems
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates. 87 reviewers of BQE CORE have provided feedback on this feature.
Due Dates
As reported in 68 BQE CORE reviews. 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. 72 reviewers of BQE CORE have provided feedback on this feature.
To-Do Lists
Based on 63 BQE CORE 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. 49 reviewers of BQE CORE have provided feedback on this feature.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. This feature was mentioned in 62 BQE CORE reviews.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. 57 reviewers of BQE CORE have provided feedback on this feature.
Recurring Tasks
Based on 66 BQE CORE 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 63 BQE CORE reviews.
Project Map
As reported in 51 BQE CORE reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress. 45 reviewers of BQE CORE have provided feedback on this feature.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. 62 reviewers of BQE CORE have provided feedback on this feature.
Views
Create customized project views for internal and external purposes (eg: for customers). This feature was mentioned in 60 BQE CORE reviews.
Project Budgeting
Based on 79 BQE CORE reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Based on 54 BQE CORE 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. This feature was mentioned in 69 BQE CORE reviews.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 44 BQE CORE reviews.
Time & Expense
Track time and expenses associated with projects or tasks. 107 reviewers of BQE CORE have provided feedback on this feature.
Methodologies
Support agile and waterfall project management methodologies. 45 reviewers of BQE CORE have provided feedback on this feature.
Resource Management (3)
Resource Definiton
As reported in 52 BQE CORE 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. 50 reviewers of BQE CORE have provided feedback on this feature.
Scheduling
As reported in 57 BQE CORE reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. This feature was mentioned in 46 BQE CORE reviews.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 59 BQE CORE reviews.
Dashboards
Based on 97 BQE CORE reviews. Deliver dashboards that display project data and KPIs in real time.
Cash Flow (3)
Track Cash Flow
Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. This feature was mentioned in 40 BQE CORE reviews.
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit. 57 reviewers of BQE CORE have provided feedback on this feature.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. This feature was mentioned in 43 BQE CORE reviews.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Based on 55 BQE CORE reviews. Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data 35 reviewers of BQE CORE have provided feedback on this feature.
Versioning
Keeps track of all versions of a budget and allows users to compare versions 29 reviewers of BQE CORE have provided feedback on this feature.
Historical Data
Based on 49 BQE CORE reviews. Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Supports multiple types of revenues, such as recurring and transaction based 36 reviewers of BQE CORE have provided feedback on this feature.
Revenue Allocation
As reported in 36 BQE CORE reviews. Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time This feature was mentioned in 30 BQE CORE reviews.
Customer Management (4)
Customer Profiles
Based on 19 BQE CORE reviews. Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region. This feature was mentioned in 12 BQE CORE reviews.
Marketing
Create and manage marketing campaigns and track their performance 13 reviewers of BQE CORE have provided feedback on this feature.
Client Portal
Based on 13 BQE CORE reviews. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (4)
Project Planning
As reported in 19 BQE CORE reviews. Generate plans that define tha main activities and resources needed for a project
Project Tracking
As reported in 19 BQE CORE reviews. Monitor the progress or all tasks and activities that are part of a project
Resource Definition
As reported in 15 BQE CORE reviews. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
As reported in 17 BQE CORE reviews. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable. 19 reviewers of BQE CORE have provided feedback on this feature.
Invoice Management
As reported in 20 BQE CORE reviews. 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. This feature was mentioned in 17 BQE CORE reviews.
Project Accounting
Deliver features to track and manage costs and revenues by project. 19 reviewers of BQE CORE have provided feedback on this feature.
Budget Tracking
As reported in 18 BQE CORE reviews. 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. This feature was mentioned in 15 BQE CORE reviews.
Portfolio Performance
As reported in 14 BQE CORE reviews. Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 11 BQE CORE reviews.
Portfolio Mix
As reported in 11 BQE CORE reviews. Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (3)
Forecasting
As reported in 15 BQE CORE reviews. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Based on 18 BQE CORE reviews. 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 . 15 reviewers of BQE CORE have provided feedback on this feature.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company. 71 reviewers of BQE CORE have provided feedback on this feature.
Customization
Allow administrators to configure workflows and processes. 70 reviewers of BQE CORE have provided feedback on this feature.
Data repository
Based on 65 BQE CORE reviews. Deliver a single data repository for all project information.
Project management (7)
Task Prioritization
Based on 53 BQE CORE reviews. Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them. This feature was mentioned in 43 BQE CORE reviews.
Planning
Based on 56 BQE CORE reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
As reported in 48 BQE CORE reviews. Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 54 BQE CORE reviews.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 38 BQE CORE reviews.
Dashboards
As reported in 78 BQE CORE reviews. Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. 54 reviewers of BQE CORE have provided feedback on this feature.
Workspace
As reported in 45 BQE CORE reviews. Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces. 48 reviewers of BQE CORE have provided feedback on this feature.
Insights
As reported in 52 BQE CORE reviews. Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
As reported in 39 BQE CORE reviews. Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files. This feature was mentioned in 53 BQE CORE reviews.
Collaboration
Help users meet, share workspaces, and collaborate on tasks. This feature was mentioned in 45 BQE CORE reviews.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. This feature was mentioned in 64 BQE CORE reviews.
Time & Expense
Based on 77 BQE CORE reviews. Track time and expenses associated with projects or tasks.
Profitability
As reported in 66 BQE CORE reviews. Monitor project proftability by team or department.
Payroll (4)
Direct Deposit
Automatically deposits paychecks into employees' bank accounts. 30 reviewers of BQE CORE have provided feedback on this feature.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms. This feature was mentioned in 30 BQE CORE reviews.
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance. 28 reviewers of BQE CORE have provided feedback on this feature.
Reporting and Dashboards
Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. 47 reviewers of BQE CORE have provided feedback on this feature.
Bill Generation (3)
Templates
Provide standard invoice templates that can be customized by users This feature was mentioned in 123 BQE CORE reviews.
Digital Billing
As reported in 108 BQE CORE reviews. Ability to convert invoices to digital formats such as PDF
Recurring Billing
Automatically generates invoices at pre-defined time intervals 87 reviewers of BQE CORE have provided feedback on this feature.
Bill Processing (3)
Consolidation
As reported in 85 BQE CORE reviews. Allow users to consolidate multiple invoices into one
Batch Invoicing
As reported in 116 BQE CORE reviews. Ability to create multiple types of invoices
Management
Manage invoicing for different types of products or services 120 reviewers of BQE CORE have provided feedback on this feature.
Generative AI (6)
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
As reported in 14 BQE CORE reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 14 BQE CORE reviews.
AI Text Generation
Based on 12 BQE CORE reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 12 reviewers of BQE CORE have provided feedback on this feature.
AI (10)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Enables creation, editing, and sending of invoices
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 - Work Management (4)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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 - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Technology Glossary Features
View definitions of the features and discover new technology terms.
Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.
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.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.




