[ BQE CORE Reviews ](https://www.g2.com/products/core-bqe-software-inc/reviews) [ BQE CORE Reviews ](https://www.g2.com/products/core-bqe-software-inc/reviews) # BQE CORE Features ##### ## Expense Reports (7) Ease of Creating Expense Reports Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration Can easily pull in receipts from all credit card statements Smart Categorization Automatically assigns categories/accounts based on past entries and credit card statements Digital Receipt Management 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 Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system Currency Conversions Enables easy entry of expenses in other currencies and converts to expense report currency Credit Card Integration Integrates with corporate or personal credit cards (import or bi-directional) Show More ##### ## Travel Management (1) Advanced Integrations Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. Show More ##### ## Time Tracking (3) 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. Show More ##### ## Client Invoicing (3) 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 Show More ##### ## Mobile (2) Receipt Capture Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Mileage Tracking Allows users to track mileage from mobile device using maps or GPS. Show More ##### ## Mobile Time Tracking (1) Time Tracking Allows users to track and enter time spent on project tasks from mobile device. Show More ##### ## Administration (12) 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 Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. PCI Regulation Compliant Complies with PCI security standards 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. Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Platform (18) 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. Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 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. User, Role, and Access Management Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. 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. Output Document Generation 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 Offers embedded AI/machine learning Complex Approval Workflow Provides workflow for complex approval structures 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. Show More ##### ## General Ledger (3) Journal Entries 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. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation 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 The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (3) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Show More ##### ## Other Functionality (8) Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Inventory Pricing and Costing 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 Customizable reporting allows insight into usage of inventory and services. Multi-Entity / Consolidation 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. Reconciliations 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 Payroll module or integration to an external payroll provider which automates the recording of payroll Time and Expense Automated time and expense capture, tracking, approval, reimbursement and reporting Show More ##### ## Reporting & Analytics (4) Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Custom Reporting 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. 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 Show More ##### ## Integration (9) Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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 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. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Show More ##### ## 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. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. 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. Show More ##### ## Projects (11) 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. Issue Tracking 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. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (3) 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. Show More ##### ## Project Monitoring (3) 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. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## 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. Income and Expenses Add one-time or recurring cash flow items and add line items for each payment or deposit. File Exports Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. Show More ##### ## Budgeting & Forecasting (4) Budgeting / Forecasting 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 Versioning Keeps track of all versions of a budget and allows users to compare versions Historical Data Forecasting is based on past transactions and historical financial or operational data Show More ##### ## Revenue (3) Revenue Types Supports multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Show More ##### ## 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. Show More ##### ## Project Management (4) 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Analytics (3) 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 . Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views 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. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Payroll (4) Direct Deposit Automatically deposits paychecks into employees' bank accounts. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Reporting and Dashboards Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. Show More ##### ## Bill Generation (3) 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 Show More ##### ## Bill Processing (3) 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 Show More ##### ## 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 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Accounting (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Billing (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## 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 Show More ##### ## Generative AI - Expense Management (3) Image-to-Text Converts images into a textual description, identifying key elements. Text Generation Allows users to generate text based on a text prompt. Text Summarization Condenses long documents or text into a brief summary. 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Learn more about policy and compliance management best practices and the associated benefits. 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