Mango Practice Management Features

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

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

Track the status and progress of tasks

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

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

Measure time to completion or hours worked for projects

Monitor and record expenses such as purchases or charges incurred

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

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

Track time worked per client

Monitor the progress of projects from start to finish

Track the list of items required to be billed/invoiced to clients

Track the attendance of specific individuals or groups

Request, track, and manage time off requests and vacation time

Measure time to completion or hours worked for projects

Manage and track employee attendance

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

Track employee and task times using internet connection

Track employee and task times without internet connection

Identify the physical location of an individual, asset, device, etc.

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

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

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.

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.

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

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Define levels of authorization for access to specific files or systems

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Receive data and information in real time

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Provide real-time access of files with the most updated versions

Manage the process of evaluating documents or requests submitted for approval

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Monitors traffic and distribute resources and scales infrastructure workloads to match traffic.

Allows files and data to integrate directly into applications using APIs.

Provides scalable administrative controls over file transfer speeds.

Routing of static and dynamic content for faster delivery of desired files.

Supports accessability through differing operating systems and mobile devices

Protects data with within and as it leaves your secure or local network.

Provides the ability to extend the platform to include additional features and functionalities

Tools to visualize and analyze data.

Supports LDAP Protocol to enable access control and governance.

Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

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

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Provides a cloud based version of the platform

Contains in-application messaging abilities

Contains built-in payment processing capabilities or integrates with payment processing software

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

Automates some or all operation related tasks

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

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Pre-designed project plans that can be customized

Create, manage and track all task activities and progression

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

Business model that charges based on the amount of time spent on an hourly basis

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Business model that bills clients an amount based on the project/task/job performed

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

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

Buyer isn't billed until the period is up without any interest charges

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

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

Create, send, and track purchase orders and their statuses

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

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

Manage contact details and communication with clients

Process of automatically notifying clients when payments fail to ensure invoices are paid

Verify, organize, manage & store enterprise data assets in a centralized repository

Oversee the process of issuing refunds

Track products that are for sale at a reduced price or part of coupon promotions

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

Process of managing customer subscription lifecycle for a recurring service or a product

Generate recurring invoices

Create, manage, and send invoices or bills to customers

Provide integration with accounting and financial management software

Integrates with other payments software

Clients can submit payments via mobile devices

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Ensures the right task is being assigned to the proper employee across an entire process.

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

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

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

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

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

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

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

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.

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.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

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

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

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

Monitors traffic and distribute resources and scales infrastructure workloads to match traffic.

Enhances file transfer speeds with scalable administrative controls and bandwidth optimization

Allows files and data to integrate directly into enterprise applications via APIs or connectors

Routes static and dynamic content to optimize delivery speed and ensure relevant file distribution

Protects data with within and as it leaves your secure or local network.

Provides accessibility across various operating systems and mobile platforms

Offers tools to visualize transfer data, audit logs, and performance metrics

Allows the platform to be extended with additional features, integrations, or custom workflows

Supports LDAP Protocol to enable access control and governance.

Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Identifies unusual file transfer activity or potential threats using machine learning

Recommends or enforces governance policies based on usage patterns and risk models

Anticipates network load and optimizes resource distribution based on historical patterns

Uses real-time network data to dynamically route transfers for optimal performance

Encrypts data within the file, which can only be decrypted using a password or encryption key

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

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

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

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

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

Manage and support multiple languages

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

Invoices that can be tailored according to company's branding, payment terms and personalized information

Active reporting of data and metrics

Accept and process credit card transactions

Generate quotes or estimates for customers

Identify and prevent suspicious activity

Receive data and information in real time

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

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

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Compare new data with existing records to detect duplicate entries

Store and view prior invoices for each account/client

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

Gateway through which end users can view past bills and pay current invoices

Integrate with a third-party accounting system

Create backups and provide methods to recover deleted/lost data

Add customized logos and colors to align with company branding

Process of sending a large number of documents, messages or emails to multiple recipients at once

Create invoices from scratch or have recurring invoices

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

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

Alter the layout and content of reports

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

Manage and handle various international currencies

A chronological record of actions or occurrences within a network, software, or process

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

Match digital receipt images or data with corresponding expense entries

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Analyze and gain insights into data in real-time

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

Reminders sent via email

Access software remotely via mobile devices

Compare and match accounting/financial records with corresponding bank statements

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

Record customer information, purchase history, and other notes

Customize data fields to support various needs and use cases

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

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

Process payments via multiple modes directly through the application

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

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

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

Track sent and received payments, invoices, and bills.

Software's ability to perform similar action on multiple similar files simultaneously

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

Designed for small businesses

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Streamlining repetitive tasks and activities through automated and predefined workflows

Import and export data to and from software applications

Estimate expected cost based on various factors before a project begins

Manage and handle various international currencies

Alter the layout and content of reports

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

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

Receive system updates as soon as any changes are made

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

Customize data fields to support various needs and use cases

Manage the process of evaluating documents or requests submitted for approval

Access the system via a mobile application

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

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

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Assign available resources (human and/or non-human) to various projects and tasks

Define levels of authorization for access to specific files or systems

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

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

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

Receive data and information in real time

Automate recording of time to reduce human error

Manage and record overtime hours for hourly employees

Track employees' arrival and departure timings for payroll purposes

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Manage and support multiple languages

Assign working shifts or tasks to employees based on their availability

Electronic storage of staff/employee contact information and job status in a centralized repository

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

Track and interpret metrics on the usage of company resources

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

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

Add labels or tags to tasks

UI looks like a spreadsheet

Track and manage the scheduling of tasks

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

Convert emails into tasks

Monitor the progress of projects from start to finish

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

Split and manage tasks into individual components

Track the status and progress of tasks

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

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Edit task information and all related elements

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

Specify or track the date/time a project, task, etc., is due for completion

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

Track and manage task relationships and dependencies

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

Assign issues and tasks based on availability or required skills

Organize and schedule projects

UI looks like task board

Create, design and manage workflows for repetitive tasks

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

Leave comments and notes on documents for others to view

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Import tasks from external sources

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

Define levels of authorization for access to specific files or systems

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

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

Monitor and record expenses such as purchases or charges incurred

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

Accept and process online payment transactions

Communicate using messages within the system

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

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

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage contact details and communication with clients

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

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

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

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

Software specialized for accountants and accounting firms

Manage and handle various international currencies

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

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

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

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

Create, manage and track all task activities and progression

Securely stores data to prevent data loss or breaches

Electronically collect payments for goods or services

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

Accept and process credit card transactions

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

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

Manage various aspects of appointments including booking, rescheduling, canceling

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

Create, manage, and send invoices or bills to customers

Store and organize documents in a centralized system

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

Configure existing workflows to meet your organization's needs

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

Measure time to completion or hours worked for projects

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

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

Import and export data to and from software applications

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

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

Add customized logos and colors to align with company branding

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

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

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

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

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

Observe and track the demand, usage, progress or quality of a system, product, or user

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

Alter the default workflow to meet your organization's needs

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

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

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

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

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

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

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

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

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

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Create, manage, or update project workflows.

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

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Access software remotely via mobile devices

Store and organize documents in a centralized system

Import and export data to and from software applications

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

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

Active reporting of data and metrics

Customize contracts and forms to collect specific information

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

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Visually identify, define, and map all details and relationships surrounding business process models and elements

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

Track the status and progress of tasks

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

Track and manage schedules and meetings via an integrated calendar

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

Leave comments and notes on documents for others to view

Store, manage and track all forms in a centralized location

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

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

Configure existing workflows to meet your organization's needs

Create, design and modify the flow and processes of tasks in a project

Graphical representation of data

Create, design and manage workflows for repetitive tasks

Document any changes or proposed changes made to business processes or workflows

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

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

Sample files or documents that could be customized as needed or used as is

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Customize data fields to support various needs and use cases

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

Automate repetitive tasks such as filling out information or creating certain types of forms

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

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

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

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

Create, manage and track all task activities and progression

Alter the layout and content of reports

Define and maintain business rules that determine workflow capabilities and criteria

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

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

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

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

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

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

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

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

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

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

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

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

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

Initiate collection and analysis of known risks

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

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

Create, design and manage workflows for repetitive tasks

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

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

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

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

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

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

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

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

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

Automated or logic-based workflows that assist in the creation of electronic documents

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

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

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

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

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

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

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

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

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

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

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

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

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

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

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

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out

Digitally sign online documents

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

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

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

Files and folders are updated in real-time when changes/edits are made

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

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

Create, manage and track all task activities and progression

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

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

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

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

Leave comments and notes on documents for others to view

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

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

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

Communicate using messages within the system

Add customized logos and colors to align with company branding

Securely stores data to prevent data loss or breaches

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

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

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Extra layer of security that requires not only a password and username but also something specific to that user

Track and manage schedules and meetings via an integrated calendar

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

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

Move files across different systems or networks

Create, design and manage workflows for repetitive tasks

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

Create, save, and store files

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Data is backed up automatically to prevent data loss

Verify the identity of users/devices to enable secure access

Store and organize documents in a centralized system

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

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

Engage in direct, instant messaging with customers, users, etc.

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

Customize contracts and forms to collect specific information

Online portal where employees can access and track their own information

Add customized logos and colors to align with company branding

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

Store, modify, and track user accounts and access in a centralized directory

Protect sensitive data for digital privacy

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

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

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

Define levels of authorization for access to specific files or systems

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

Integrates with Active Directory

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

Create, manage and track all task activities and progression

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

Store, manage and track all forms in a centralized location

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, design and manage workflows for repetitive tasks

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Centralized repository to store content and assets

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

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

Securely stores data to prevent data loss or breaches

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

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

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

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

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

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

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

Compare and match accounting/financial records with corresponding bank statements

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

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

Receive system updates as soon as any changes are made

Reminders sent via email

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

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

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

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

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

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

Declaration of income made to tax authorities

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Configure existing workflows to meet your organization's needs

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

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

Store and organize documents in a centralized system

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

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

Manage the process of evaluating documents or requests submitted for approval

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

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

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

Create, design and manage workflows for repetitive tasks

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

Manage contact details and communication with clients

Designed for tax practices

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

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

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

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

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

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

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

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

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

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

Alter the layout and content of reports

Electronically collect payments for goods or services

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

Digitally sign online documents

Plan availability and assign specific time slots for tasks and resources

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

Connect with meeting participants remotely over video

Centralized accounting record which tracks all financial transactions

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 the attendance of specific individuals or groups

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

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

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

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

Request, track, and manage time off requests and vacation time

Customize data fields to support various needs and use cases

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

Access software remotely via mobile devices

Estimate expected cost based on various factors before a project begins

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

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

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

Upload, track, and submit receipts in a central database

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

Active reporting of data and metrics

Digitally share screen view with others

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

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

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

Accept, record, and reconcile financial transactions

Measure time to completion or hours worked for projects

Compare and match accounting/financial records with corresponding bank statements

Add customized logos and colors to align with company branding

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

Track money owed to a company's creditors/suppliers

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

Plan and schedule the use of production resources

Manage contact details and communication with clients

Allow multiple team members to edit and work on the same document

Protect sensitive data for digital privacy

Move files across different systems or networks

Securely stores data to prevent data loss or breaches

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

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

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

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

Accept and process credit card transactions

Active monitoring of systems, applications, or networks

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

Manage and support multiple languages

Create, save, and store files

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

Generate quotes or estimates for customers

Predict future data based on historical data sets

Verify the identity of users/devices to enable secure access

Create, manage, and send invoices or bills to customers

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

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

Store, manage and track all forms in a centralized location

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

Streamlining repetitive tasks and activities through automated and predefined workflows

Manage budgets, track and optimize spending and align capacity to workload demand

Manage and control operations that take place on the shop floor or factory floor

Share documents with different users to collect multiple signatures

Assign available resources (human and/or non-human) to various projects and tasks

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

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

Track and manage the scheduling of tasks

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

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

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

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

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Track, store, and access client contracts or licenses

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

Receive system updates as soon as any changes are made

Tracking, managing, and initiating the transfer of funds for overdue customer payments

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

Integrate with a third-party accounting system

Track the status and progress of tasks

Store and view prior invoices for each account/client

Arrange tasks based on the level of priority or urgency

Track outstanding invoices and the money owed from clients

Monitor product stock levels

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

Assign issues and tasks based on availability or required skills

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Create invoices from scratch or have recurring invoices

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

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

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

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

Create budgets based on historical data and future projections

Monitor the progress of projects from start to finish

Develop potential scenarios to identify risks and opportunities

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

Gateway through which end users can view past bills and pay current invoices

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

Track time worked per client

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

Integrates with QuickBooks

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

Track the amount of money spent on a certain product or with a certain supplier

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

Digitally capture and store a person's handwritten signature

Tracking the status of previously identified performance measurements

Manage and track employee attendance