[
Deltek ... Reviews
](https://www.g2.com/products/deltek-ajera/reviews)

[
Deltek ... Reviews
](https://www.g2.com/products/deltek-ajera/reviews)

# Deltek Ajera 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

Corporate Card

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Credit Card Management

Financial system that helps create and manage physical/digital credit cards and track transaction activities

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##### 
## Travel Management (23)

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Online Booking

Book meetings and appointments through a website or digital platform

Credit Card Management

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Booking Management

Create, update, and manage bookings, itineraries, and reservations

User Management

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

Restriction Management

Establish limitations based on certain conditions

Reservations Management

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Reimbursement Management

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

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Travel Management

Promotions Management

Design, communicate, and distribute incentives to perform a specific action

Workflow Management

Create, design and manage workflows for repetitive tasks

Receipt Management

Upload, track, and submit receipts in a central database

Supplier Management

Manage all supplier data and operations

Compliance Management

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

Policy Management

Create, manage, and track policies and procedures within an organization

Invoice Management

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

Real-Time Notifications

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

Third-Party Integrations

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

Timesheet Management

Track the amount of time spent on a job or task

Invoice Management

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

Reimbursement Management

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

Real-Time Notifications

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

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##### 
## Client Invoicing (4)

Invoice Creation and Delivery

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

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 (4)

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.

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Real-Time Updates

Receive system updates as soon as any changes are made

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##### 
## Administration (17)

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.

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

PCI Regulation Compliant

Complies with PCI security standards

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##### 
## Platform (22)

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.

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

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

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.

Mobile Access

Access software remotely via mobile devices

Embedded AI / Machine Learning

Offers embedded AI/machine learning

Complex Approval Workflow

Provides workflow for complex approval structures

Generative AI

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

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##### 
## 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

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##### 
## 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

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##### 
## Accounts Payable (9)

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

Invoice Processing

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

Purchase Order Management

Create, send, and track purchase orders and their statuses

ACH Payment Processing

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

Electronic Payments

Electronically collect payments for goods or services

Electronic Payments

Electronically collect payments for goods or services

Credit Card Processing

Accept and process credit card transactions

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##### 
## Other Functionality (11)

Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

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

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Time Tracking

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

Status Tracking

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

Budget Tracking

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

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##### 
## Reporting & Analytics (6)

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

Financial Reporting

Generate reports to assess the financial performance of an organization

Activity Dashboard

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

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##### 
## Integration (7)

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.

Collaboration Tools

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

Third-Party Integrations

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

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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##### 
## Accounting (18)

Chart of Accounts

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

AP Automation

Steam lines data entry by auto-populating recurring or predefined vendor values.

AR Automation

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Journal Entries

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Tags & Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Cash Management

Match payments and invoices and perform bank reconciliation in multiple currencies.

Project Accounting

Track accounting transactions, costs, and expenses by project or portofio of projects

Fixed Assets

Manage information on fixed assets such as asset value and depreciation

Payment Batches

Payments can be processed by batch without manual intervention

Payments Scheduling

Ability to schedule payments at predefined dates and times

Payment Settlements

Clearing of electronic payments to transfer funds from customers to suppliers

Payment Methods

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Inventory Management

Track and manage inventory levels to maintain proper supply

Change Order Management

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

Task Management

Create, manage and track all task activities and progression

Budget Management

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

Project Planning/Scheduling

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

Resource Scheduling

Allocate and manage resources, such as employees, equipment, facilities, and other assets

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##### 
## Project Management (10)

Project Maps

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

Baselining / KPIs

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

Project Budgeting

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

Workflow

Automate task approvals processes and handoffs at project milestones.

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Resource Management

Define and allocate human and material resources for different types of projects

Time & Expense Tracking

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

Multiple Projects

Ability to handle several projects simultaneously

Approval Workflow

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

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##### 
## Sales & Marketing (5)

Customer Master

Manages customer information including multiple ship-to and bill-to locations.

Order History

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Credit Limits

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Pricing & Discounts

Manage various types of pricing and discounts associated with products, services, and customer types.

Proposals

Generate and manage proposals for project or portfolios of projects

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##### 
## HR (3)

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Workforce Management

Manage personnel availability and allocate human resources to production and inventory operations.

Time & Attendance

Track the time spent by employees performing various tasks related to production or inventory management.

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##### 
## Procurement (7)

Requisitions

Create and manage requisitions by project, portfolio, or business entity

Purchase Orders

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Subcontractor Management

Provides features to manage subcontractors for various types of tasks and projects

Project Procurement

Calculate procurement costs by project, portfolio, or type of projects

Supplier Management

Manage relationships with suppliers and track their performance

Purchase Order Management

Create, send, and track purchase orders and their statuses

Bid Management

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

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##### 
## Content Management (7)

Document Management

Provides a single repository for all documents and options to create and manage files

Collaboration

Allows users to colalborate on documents and keep an audit trail of the changes

Taxonomy

Categorize content based on its purpose and define relationships with projects

Contract Creation

Deliver templates for multiple types of contracts, that can be used to generate new contracts

Subcontracts

Manage subcontracts and thei dependencies on projects and contracts

Costs

Identify and track costs and expenses by contract or by type of contract

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

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##### 
## Analytics (3)

Earned Value

Track the earned value of projects to monitor performance and progress

Project Optimization

Identify project issues and provide corrective actions to improve performance

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

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##### 
## 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

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##### 
## 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

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##### 
## 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

##### 
## Generative AI (3)

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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##### 
## AI (27)

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

Receipt Management

Upload, track, and submit receipts in a central database

Workflow Management

Create, design and manage workflows for repetitive tasks

Payroll Management

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

Sales Tax Management

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

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Tax Management

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

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Reporting/Analytics

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

Order Management

Manage and track customer orders for goods, investments, or any other purchases

Sales Order Management

An order generated by a seller to a customer, containing details about products or services

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Real-Time Data

Receive data and information in real time

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Credit Card Processing

Accept and process credit card transactions

Financial Consolidation & Close Management

Bring together financial information by collecting data from multiple ledgers and close financial processes

Transaction Management

Manage, record and track all business exchanges in form of money and its related interactions in the system

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##### 
## Mobile Applications - Accounting (14)

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

Compliance Management

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

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Inventory Management

Track and manage inventory levels to maintain proper supply

Financial Management

Plan, manage, and track the financial activities of an individual or organization

Activity Tracking

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

Document Management

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Notes Management

Allow users to create, edit, and sort multiple notes

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##### 
## Agentic AI - Accounting (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## 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

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##### 
## Agentic AI - Project-Based ERP (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Decision Making

Makes informed choices based on available data and objectives

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##### 
## 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.

Show More

##### 
## AI Assistant - Accounting (1)

AI Accounting Assistant

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Show More

##### 
## Additional Functionality (80)

Gantt/Timeline View

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

AI Copilot

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

Collaboration Tools

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

Revenue Recognition

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

File Sharing

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

Data Import/Export

Import and export data to and from software applications

Mobile Access

Access software remotely via mobile devices

Project Costing

The process of estimating and tracking the expenses incurred for a specific project

Multi-Currency

Manage and handle various international currencies

Reporting/Analytics

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

Activity Dashboard

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

Quotes/Estimates

Generate quotes or estimates for customers

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Bill of Materials

Access to a library of manufacturing parts, models, and specs

Multi-Location

Manage and support multiple locations

Generative AI

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

Accounts Payable

Track money owed to a company's creditors/suppliers

Fund Accounting

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Quotes/Estimates

Generate quotes or estimates for customers

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

AI Copilot

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

Chart of Accounts

A financial statement that lists a company's accounts and details the account type and balance

Project Accounting

Manage and track financials on a project-to-project basis

Encryption

Convert data into a code for security

Accounts Receivable

Track outstanding invoices and the money owed from clients

Recurring/Subscription Billing

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Reminders

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

Multi-Currency

Manage and handle various international currencies

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Income & Balance Sheet

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Data Security

Protect sensitive data for digital privacy

General Ledger

Centralized accounting record which tracks all financial transactions

Currency Conversion

Change one currency to another based on real-time rates/values

Customizable Templates

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

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

Reporting & Statistics

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

Financial Analysis

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Transaction History

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

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Document Storage

Store and organize documents in a centralized system

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Categorization/Grouping

Organize and group data or items based on various criteria

Automatic Billing

Setup and send recurring or automated bills

Purchasing & Receiving

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

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

For Distributors

Primarily serving wholesale distribution companies and supply chain industry professionals

Bills of Material

Material list of manufacturing parts and associated costs

Financial Data Protection

Inventory Control

Monitor product stock levels

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Mobile App

Access the system via a mobile application

Client Portal

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

For CPA Firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Cash Flow Analysis

Calculates a company's working capital which is the amount of money a company has available to run its business

Performance Metrics

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

Multi-Company

Manage the accounting and financial aspects of multiple locations or companies in a single location

For Small Businesses

Designed for small businesses

Audit Trail

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

Secure Data Storage

Securely stores data to prevent data loss or breaches

AI Copilot

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Data Import/Export

Import and export data to and from software applications

Duplicate Detection

Compare new data with existing records to detect duplicate entries

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Budgeting/Forecasting

Create budgets based on historical data and future projections

Customizable Fields

Customize data fields to support various needs and use cases

Spend Control

Set allowances and ensure employees don't spend more than the allotted amounts

Customizable Templates

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Reporting & Statistics

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

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Mobile Receipt Upload

Scan and upload receipts to a central database using a mobile device

Billable & Non-Billable Hours

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

Financial Analysis

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Categorization/Grouping

Organize and group data or items based on various criteria

Single Sign On

Allow users to access multiple services after entering their login credentials once

Activity Dashboard

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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Purchase Order](/glossary/purchase-orders)

A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.

[Inventory Reporting](/glossary/inventory-reporting-definition)

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.

[Policy Compliance Management](/glossary/policy-compliance-management)

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.

[Supplier Management](/glossary/supplier-management-definition)

Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.

[Mileage Tracking](/glossary/mileage-tracking)

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.

Deltek Ajera Comparisons

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BQE CORE

4.3/5(449)

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Unanet AE ERP

4.1/5(260)

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Deltek Vantagepoint

4.1/5(677)

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##### Categories on G2

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Expense Management
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Accounting
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Project-Based ERP
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