DualEntry Features

Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements

Automatically assigns categories/accounts based on past entries and credit card statements

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.

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency

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

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

Can book Flights, Hotels, and Rental cars directly from software.

Creates travel itineraries based on booking

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

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

Book meetings and appointments through a website or digital platform

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

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

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

Establish limitations based on certain conditions

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

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

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

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

Create, design and manage workflows for repetitive tasks

Upload, track, and submit receipts in a central database

Manage all supplier data and operations

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

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

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

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

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

Track the amount of time spent on a job or task

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

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

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

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

Accepts electronic payments from clients

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

Facial or other physical recognition to confirm identity

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

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Monitor and record expenses such as purchases or charges incurred

Receive system updates as soon as any changes are made

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

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

Enables administrators to create rules that enforce compliances of corporate time and expense policies

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

Track the amount of time spent on a job or task

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

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

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

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

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

Complies with PCI security standards

The ability to store large quantities of data for analysis within the platform itself.

Tools to fascilitate testing various user experience tweaks in order to determine which configuration has the best results.

Integrations with other software tools in order to fascilitate the exchange of data collected by various software.

Reports and analytics created from payment data.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Integration with payment gateways to facilitate online transactions

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

Accept and process cryptocurrency transactions such as Bitcoin

Access pre-built and custom reports and dashboards.

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.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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

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

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

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

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

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

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Offers embedded AI/machine learning

Provides workflow for complex approval structures

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

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

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.

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

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.

Access software remotely via mobile devices

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

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.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

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.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

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

Create, send, and track purchase orders and their statuses

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

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

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

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.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

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

Automated time and expense capture, tracking, approval, reimbursement and reporting

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

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

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

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

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

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

Create and revise an unlimited number of budget, plan and forecast scenarios.

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

Generate reports to assess the financial performance of an organization

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

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

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

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

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

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

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

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

Integrate with a third-party accounting system

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

Standard integration with accounting and ERP software

Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems

Out of the box APIs to integrate with any type of software

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

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

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.

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

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

Analyze survey results via statistical testing or crosstabs directly within the software

Integrate with payment processing software and payment gateways.

Integrate with financial management systems such as accounting and ERP.

Integrate with software that manages customers, sales, and marekting.

Integrates with real estate management solutions.

Integrates with ERP Systems.

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Revenue can be reclassified from one category to another, such as from deferred to earned

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15

Automatic scheduling to ensure that revenue is recognized at the proper time

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

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters.

Automates generating and distributing bills

Manages bill payments submitted by students and parents

Electronically collect payments for goods or services

Assists users in collecting payments for unpaid invoices.

Manages disputes regarding billing and payments.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data from multiple systems can be centralized into a single repository

Financial data can be validated to avoid duplicates and errors

Consolidate information from multiple sources or multiple entities

Classify information by category, supplier, or supplier

Integrate with external sources for market intelligence

Integrates with ERP systems general ledgers for transfering of AP transaction data

Ability to cleanse and consolidate AP data

Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand

Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

Administrators can define and manage the reporting structure and access rights to each report

Templates that can be used to create new reports without starting from scratch

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet

Users can drill down to the detail level of each transaction or financial entry

Dashboards can be customized to display different types of data from various sources

Users can modify standard financial KPIs and metrics

Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system

Monitors the financial performance of multiple entities

Track revenue performance by customer, customer groups, or demographics

Monitor revenues per contract, contract types, or groups of contracts

Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Analyse the impact of special pricing and discounts on revenue

Track the performance of bundles, special offers, and other sales incentives

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

Create forecasts to estimate future revenues

Ability to define promotions to increase revenues

Adjust prices to attract more customers and to improve revenues

Revenue optimization activities can be evaluated on a regular basis

Forecast customer demand using historical insights and simulations

Data collected and analyzed by the platform delivered in an easily digestible format.

Reports and other relevant data housed in a single, easy-to-navigate location.

Tools to analyze how customers use the site in order to optimize user experience and determine which pages are most successful.

Tools to track the success of various marketing campaigns in order to optimize marketing efforts.

The ability to collect and analyze customer data in order to determine which demographics make up a customer base.

Predictions of future behavior based on past and present data.

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations.

Analyze procurement spending and identify future trends.

Generate reports to assess the financial performance of an organization

Provide benchmarking options for comparison with peers

Include standard spending KPIs that can be customized

Deliver reports for compliance purposes

Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Project out as the year progresses to accommodate trends that affect key business drivers.

Generate cash flow reports in order to see where money is coming in and where it's going

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

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

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement.

Identify and assess suppliers for different products and services.

Create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

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

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

Import data from internal software or databases

Import data from external systems such as PayPal or Stripe

Consolidate data from multiple sources, internal and external

Include KPIs for various types of payments

Provide compliance analytics for fraud prevention

Deliver dashboards to display and compare KPIs

Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users

Allows users to analyze subscription data by product, time period, type of contract, etc.

Provides insights that can be used to improve sales and revenue

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Accept and process credit/debit card transactions

Accept and process online payment transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Transactions that typically involve face-to-face interactions between the payer and the payee

Allows customers to check out with wallet payment methods that digitally store credit and debit cards

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Add one-time or recurring items to your cash flow and add line items for each payment or deposit.

Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.

Cash flow forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

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

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

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

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

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

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

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Automate processes to manage leads, contacts, opportunities and sales activities

Automate workflows and trigger campaigns based on customer actions

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

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

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

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

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

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

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

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

Track and manage inventory levels to maintain proper supply

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

Create, manage and track all task activities and progression

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

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

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

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

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

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

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

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

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

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

Manage and track operations and inventory within warehouses

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

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

Manage the buying, selling, and holding of stocks

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

Manage the planning and execution of supply chain activities

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Manage all supplier data and operations

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

Management of inbound and outbound shipments in the context of international trade

Track and manage inventory levels to maintain proper supply

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

Manage and track orders being shipped to customers

Track and facilitate returns of products sold

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

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

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

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

Create and manage warehouse locations and areas for shipping or receiving.

Manage locatons accross multiple physical or virtual warehouses.

Ability to monitor locations and inventory in third party warehouses.

Identify demand based on different types of sales orders and forecasting data.

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

Track products and raw materials shipped by suppliers, from origin to destination.

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

Identify demand based on different types of sales orders and forecasting data.

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

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

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

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

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

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

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

Manage various types of pricing and discounts associated with product categories and customer types.

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

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

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

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

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

Manage various types of pricing and discounts associated with product categories and customer types.

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

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

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

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

Generate and manage proposals for project or portfolios of projects

Provide Bill of materials to define what components and packaging should be used for assembly.

Define kits and packages of two or more finished products that can be sold together or separately.

Ability to take apart assemblies and ensure that the components are transfered to inventory.

Define and implement optimal procedures to pick and pack products for shipping.

Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Create routes for shipping directly to customers, to distribution centers, or for dropshipping.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

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

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

Track orders throughout the fulfillment process

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

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

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

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

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company.

Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

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

Create the optimal mix of portfolios to achieve operational and financial goals.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Maintain information on warranties for the products delivered and for their components

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

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

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Track and manage employee time-off, vacation, and sick leave requests

Track employee/learner's progression through training programs

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

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

Manage the planning and execution of supply chain activities

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

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

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

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

Manage and track operations and inventory within warehouses

Helps users manage the maintenance of assets; offers reporting to identify areas for improvement

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

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

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

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

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Allows clients to book jobs through the desktop page or within the app.

Notifies field service workers of their upcoming assignments.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner.

Images can be displayed of options to enable users to visualize product options as it is being configured

Automates core HR functions such as talent management, employee evaluation and learning management

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

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

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

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

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

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

Automate task approvals processes and handoffs at project milestones.

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

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

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

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

Ability to handle several projects simultaneously

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

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

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

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

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

Manage relationships with suppliers and track their performance

Create, send, and track purchase orders and their statuses

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

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

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

Categorize content based on its purpose and define relationships with projects

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

Manage subcontracts and thei dependencies on projects and contracts

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

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

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

Support other types of requests such as RFB/RFI/RFQ

Track versions of RFP documents and related changes

Maintain a library of questions that can be reused

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Compare submissions and score suppliers

Choose the best submission for an RFP

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

Monitor task progress and planned accomplishments to better manage project status

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

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

Allow multiple users to collaborate on submissions

Maintain a repository or library of content and documents that can be reused

RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Review and analyze existing information across documents

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Automates the transfer of data between an organization's ERP system and its bank

Streamlines the exchange of information between internal systems

Automatically extracts data required for cash forecasting and liquity reporting

Restricts access to certain users within an organization, or provides access for third parties

Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

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

Updates, organizes, and stores content of a project

Assign users, roles, and manage access in order to set tasks and leave comments

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export files or spreadsheets with the ability to format and accomidate images

Upload files or spreadsheets from multiple sources

A repository of previously used/received RFP questions with responses

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

Create, send, and track purchase orders and their statuses

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

Manage all supplier data and operations

Create, design and manage workflows for repetitive tasks

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

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

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

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

Review, approve and cancel requests for goods/services to be purchased

Manage, organize, and store contact information

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

Track and manage inventory levels to maintain proper supply

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

Create, manage and track all task activities and progression

Create and manage digital catalog of products/services with their details, specifications, and price

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Match invoices, payments, and bank statement information

Accounting functionality within the system, not requiring integration with third-party tools

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

Create, manage and track all task activities and progression

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

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

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

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

Allows users to edit reports and to combine multiple reports

Produces customized reports and financial statements

Allows reports to be exported in file formats like PDF and Excel or to other software

Compare and match accounting/financial records with corresponding bank statements

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Reports on the status of invoices or payments

Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

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

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

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

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Adjusts journal entries in order to have an accurate balance sheet and income statement

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Allows users to process payments in multiple currencies.

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

Support cardholder verification methods for POS transactions.

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Includes a tool to maintain a general ledger of the institution’s account balances

Manages accounts payable and accounts receivable

Contains integrated collaborative budgeting tools

Ability to auto-extract all key contract metadata and clause language.

Provides document parsing, redlining, and auto-tagging for clause comparisons.

Ability to analyze text within contracts by using pattern recognition.

Provides the ability to understand and process human language/s within contracts.

Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).

Ability to import contracts into a centralized repository.

Provides the ability to export contract data into other systems.

Ability to create reports and dashboards with contract data to provide strategic insights.

Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

Manage open opportunities for new or existing customers.

Track all open and closed orders by customer, or by product and plan.

Identify opportunities to upsell and cross sell based on product usage.

Plans can be renewed automatically or manually, when changes are required.

Track the financial performance of various types of packages.

Create deals that combine multiple products and plans, with differrent pricing

Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to group standard plans and products to create bundles

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

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

Alter the layout and content of reports

Assign standard monthly and yearly prices to products, plans, and packages

Define standard and custom discounts that can be applied to one or more products and plans

Analyze pricing data to identify opportunities to improve prices.

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Provide the option to combine recurring, one-time, and usage based billing

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

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Approve, reject, or query historical payment transactions to identify anomalies

Recover overpayments, duplicate payments, or unused credits from suppliers

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Constantly evaluate AP transactions to optimize workflows

Improves management oversight by reconciling external data against internal transaction data

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk

Tracks and applies sales tax rates and rules

Tracks and applies VAT (value added tax) rates and rules

Tracks and applies GST (goods and services tax) rates and rules

Tracks and applies tax exemptions for the appropriate products, transactions, or accounts

Adjusts sales tax prices for certain products, customers, or occasions where necessary

Applies the appropriate local and federal rules and rates

Integrates with ERP, accounting, or other transaction software

Integrates with accounting or similar platforms

Integrates with ERP systems

Integrates with Corporate Performance Management platforms

Automates and manages returns and remittance for different jurisdictions

Sends notifications for important tax filing dates

Helps simplify duties and cross-border tariffs, such as estimating import taxes

Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.

Identifies potential savings in operations, locate leases to review, and examines lease portfolios.

Manages accounts payable, accounts receivable, and payments within the platform.

Tracks lease inventory within the platform.

Sends user notification of critical dates.

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

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

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

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

Track, store, and access client contracts or licenses

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

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

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

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

Create, send, and track purchase orders and their statuses

Manage, organize, and store contact information

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

Manage assets throughout their lifecycle to optimize profit

Automates accountant analysis and journal entry reporting.

Automate lease clause and data management.

Generate one-off reports that meet information requirements

Active reporting of data and metrics

Compliant with ASC 842 and/or IFRS 16 guidelines.

Allows users to track and control activity across cloud dashboard.

Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices

Allow customers to make a partial payment on an invoice and track remaining debt

Offers customizable approval processes for all types of transactions

Compare and match accounting/financial records with corresponding bank statements

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Automates the process of comparing financial transactions between different accounts, statements, or systems

Helps match transactions recorded in the company's books with those in the bank statement

Alerts users when exceptions and discrepencies can't automatically be resolved

Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data

Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues

Meets industry-specific compliance requirements and supports regulatory standards

Offeres customizable reporting features to provide a clear overview of the financial reconciliation process and any issues that may need attention

Provides a detailed history of reconciliations and supports the accuracy of financial records

Integrates with accounting platforms to allow the import and reconciliation of financial data

Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales

Integrates with ERP systems to reconcile financial data across various modules and departments

Integrates with banking systems to import and match bank transactions

Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions

Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software

Has encryption techniques to prevent unauthorized access or interception of data

Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA

Include various tax forms for individual, partnership and corporation at federal level

Include various tax forms for individual, partnership and corporation at multi-state level

Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns

Able to export completed tax returns for clients or internal records

Import and export data to and from software applications

Allow electronic filing of various tax returns

Allow convenient e-signature collection from clients for any document

Allow automated tax calculation as per tax laws and compliance

Allow tax planning to minimize tax liabilities based on historical and forecasted data

Electronically collect payments for goods or services

Allow access to client using client portal

Provide tax advisor functionality to assist in tax planning

Support mobile app access from anywhere

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

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

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

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

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

Receive data and information in real time

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

Accept and process credit card transactions

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

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

Define and manage automated payment processing, from authorization to settlement

Support cross border and international payments for B2B

Support credit and debit cards, digital wallets, and local payment options

Allows users to process payments in multiple currencies

Compare payment transactions with bank statements and financial records

Handle chargeback disputes effectively to minimize revenue loss

Calculate various types of taxes such as sales tax, VAT, GST and other applicable taxes

Ensure compliance with numerous tax laws across various jurisdiction

Creates tax reports for authorities according to government and local requirements

Adopt Know Your Customer (KYC) procedures to comply with Anti-Money Laundering (AML) laws

Ensure software development lifecycle is compliant with the PCI Secure SLC Standard

Comply with payment card industry data security standard to ensure secure handling of payment card information

Built-in security to protect payment information in order to prevent fraud and unauthorised transaction

Allow to integrate directly with an e-commerce platform/marketplaces and other retailers websites

Provide features to monitor transactions, revenue, taxes, and other key metrics

Assist customers with any issues or inquiries related to payment processing, tax management, or compliance

Track customer's usage data based on the services they have subscribe to

Connect to data sources to pull/push usage based data via data-source-specific connectors or APIs

Create and send usgae based reports such as product usage, free units, etc to clients

The calculation of a price/premium based on specific variables.