Jedox Features

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

Centralized accounting record which tracks all financial transactions

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

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

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

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Establish measurable goals and objectives and track their progress over a specific period of time

Reports specific to sales analysis for trends and strategies

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

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

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

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

Define budget structure elements and how they are linked hierarchically

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

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

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 trends and outcomes, based on historical data and patterns

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

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

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

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

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

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.

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

Ability to handle large datasets

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

Create and manage maps for multiple strategies at the department or company level.

Provide pre-defined strategy models that can be customized and combined by users

Define rules to assign employees and resources to various strategic plans

Support multiple strategy frameworks such as Balanced scorecard and OKR

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

Adds values, mission and vision statements to strategy plans

Assigns goals to strategic plans and define owners and milestones for each goal.

Allow users from multiple teams to collaborate on strategic planning and implementation.

Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Organize and schedule projects

Develop potential scenarios to identify risks and opportunities

Monitor the progress of all activities related to strategy and identify opportunities for improvement.

Include KPIs to track the status and success of strategic operations.

Define and monitor objectives, and key results (OKR).

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

Track the status and progress of tasks

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

Monitor task progress and planned accomplishments to better manage project status

Establish measurable goals and objectives and track their progress over a specific period of time

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

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

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

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

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 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

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

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

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

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.

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Track the performance of strategy execution tasks and identity opportunities for improvement

Clearly communicate how strategy plans should be implemented accross all departments of the company

Align all staheholders involved to improve collaboration, visibility, and performance

Track the performance of strategy execution tasks and identity opportunities for improvement

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.

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

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately.

Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

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

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

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

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

Track and manage inventory levels to maintain proper supply

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

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

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

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

Allow users to create, edit, and sort multiple notes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.

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

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

Games or game-like elements to track progress and reward accomplishments

Receive system updates as soon as any changes are made

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

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

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Compare key metrics for the business against prominent players in the industry

Tracking, calculating, and paying commissions and earnings to employees

Caters to sales teams

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

Define sales targets and create strategies to meet goals or marketing results

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

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Plan target quotas that sales representatives are expected to meet within a specific period.

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

Create, design and manage workflows for repetitive tasks

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

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

A type of incentive earned through making purchases in select categories.

Diagram that shows the structure of an organization and the relationships between parts

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

Define levels of authorization for access to specific files or systems

Add customized logos and colors to align with company branding

Monitor task progress and planned accomplishments to better manage project status

Organize customer data and accounts by user or geography

Evaluation process that provides feedback on an employee's job performance

Track and manage schedules and meetings via an integrated calendar

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

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

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

Ratings/Reviews

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Assign issues and tasks based on availability or required skills

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Search and filter data across systems to locate required information by entering keywords or certain criteria

Digitally sign online documents

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

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Manage, store and organize emails within the system or via third-party apps

Leave comments and notes on documents for others to view

Import and export data to and from software applications

Tools designed to streamline the process of lead generation and management for sales teams

Track interaction history by documenting conversations for contacts

Present a catalog of inventory that customers can view

Ability to chat online in real time

Pipeline view and tracking lead status

Schedule appointments via a calendar

Pre-made examples and templates for emails

Predefined actions automatically performed on the occurance of specific events

Transfer queries and organize messages between agents

Continuous profile-based stream of news and activity

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor sales and make necessary adjustment in order to increase demand and revenue

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

Create, manage and track all task activities and progression

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

Access software remotely via mobile devices

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

Access the system via a mobile application

Collects essential call data such as call origin, call destination, call length, and other transaction details

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

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

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

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

Import and export data to and from software applications

Access software remotely via mobile devices

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

Manage and handle various international currencies

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

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

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

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

Manage and support multiple locations

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

Track money owed to a company's creditors/suppliers

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

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

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

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

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

Convert data into a code for security

Track outstanding invoices and the money owed from clients

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

Create, manage, and send invoices or bills to customers

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

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

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

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

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

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

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

Estimate expected cost based on various factors before a project begins

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

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

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

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

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

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

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

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

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

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

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

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

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

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

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

Designed for small businesses

Predict future data based on historical data sets

Manage and support multiple languages

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

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

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

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

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

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

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

Manage and handle financial assets as well as other investments.

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

Import and export data to and from software applications

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

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

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

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

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

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

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

Electronically collect payments for goods or services

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

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

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

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

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

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

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

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

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

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

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

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

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

Review data from past periods to reveal recurring tendencies and predict future performance

Tracking the status of previously identified performance measurements

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

Create budgets based on historical data and future projections

Create, design and manage workflows for repetitive tasks

Graphical representation of data

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

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

Generate one-off reports that meet information requirements

Ability to handle large datasets

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Securely stores data to prevent data loss or breaches

Visually identify direction of development and areas that require attention

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Access, combine, transform, and store data without the help of an IT department

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

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

Import and export data to and from software applications

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Compare key metrics for the business against prominent players in the industry

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

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Combining data from different sources and providing a unified view

Predict future data based on historical data sets

Assemble applications and processes by dragging over and arranging pre-built components

Arrange tasks based on the level of priority or urgency

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

Estimate or forecast of a future scenario based on the study of present trends

Creation and customization of dashboards

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

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Document and report the progress of ongoing projects

Alter the layout and content of reports

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

Active reporting of data and metrics

Leave comments and notes on documents for others to view

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

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Create, manage and track all task activities and progression

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

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

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

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

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

Receive data and information in real time

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

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

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

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

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

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

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

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

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

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

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

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

Track revisions and updates made to files and navigate between different versions

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

Centralized accounting record which tracks all financial transactions

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

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

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

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

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

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

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

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

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

Addition of necessary external data, applications, tools, or features

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

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

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Generate reports to assess the financial performance of an organization

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

Manage and handle various international currencies

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

Integrate with a third-party accounting system

Centralized accounting record which tracks all financial transactions

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

Collection of data related to the costs associated with various items, products, services, or activities

An itemized to do list that can be edited as tasks are completed

A list of customers and their payments due updated on a monthly basis

Ability to handle several projects simultaneously

Track outstanding invoices and the money owed from clients

Track money owed to a company's creditors/suppliers

Create budgets based on historical data and future projections

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

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

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

Create, design and manage workflows for repetitive tasks

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

Alter the layout and content of reports

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

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

Receive data and information in real time

Manage and handle various international currencies

Review data from past periods to reveal recurring tendencies and predict future performance

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

Import and export data to and from software applications

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

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

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

Define levels of authorization for access to specific files or systems

Upload, track, and submit receipts in a central database

Active reporting of data and metrics

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Graphical representation of data

Compare and match accounting/financial records with corresponding bank statements

Generate one-off reports that meet information requirements

Securely stores data to prevent data loss or breaches

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

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

Predict future data based on historical data sets

Create, manage, and send invoices or bills to customers

Compare key metrics for the business against prominent players in the industry

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

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

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

Manage the process of evaluating documents or requests submitted for approval

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Establish measurable goals and objectives and track their progress over a specific period of time

Interact with data visualization elements, such as charts and graphs, to drill down into data

Used by retail investors and active traders/day traders

Create budgets based on historical data and future projections

Visually identify direction of development and areas that require attention

Combining data from different sources and providing a unified view

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

Tracking the status of previously identified performance measurements

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

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

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

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

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

Access, combine, transform, and store data without the help of an IT department

Allow users to create their own reports and financial statements

Model alternative financial scenarios and evaluate the impact of changing business assumptions.

Detect financial anomalies, explain performance variances, and generate actionable insights using AI.

Generate predictive financial forecasts using machine learning and historical business data.