OneHash CRM Features
Platform (39)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 25 OneHash CRM reviews.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a 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. 23 reviewers of OneHash CRM have provided feedback on this feature.
User, Role, and Access Management
Based on 30 OneHash CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 22 OneHash CRM reviews.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 19 reviewers of OneHash CRM have provided feedback on this feature.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 19 reviewers of OneHash CRM have provided feedback on this feature.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 24 reviewers of OneHash CRM have provided feedback on this feature.
Output Document Generation
As reported in 23 OneHash CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Customization
Based on 11 OneHash CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Based on 10 OneHash CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
As reported in 11 OneHash CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably. This feature was mentioned in 11 OneHash CRM reviews.
Mobility
As reported in 11 OneHash CRM reviews. Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress. 11 reviewers of OneHash CRM have provided feedback on this feature.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. 11 reviewers of OneHash CRM have provided feedback on this feature.
CRM Integration
CRM integration is flexible and easy to maintain
Financial Integration
Financial System integration is flexible and easy to maintain
HCM/HRIS Integration
HCM/HRIS integration is flexible and easy to maintain
Customization
System provide sufficient customization to meet business requirements
APIs
System provide well documented API's that can be used to integrate to 3rd party systems
Internationalization
System support multiple currencies and languages to enable business in multiple countries
Performance and Reliability
System is consistently available (uptime) and system's speed is don't impact productivity
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Reporting and Dashboards
Access pre-built and custom reports and dashboards.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Scalability
Allows administrator to easily add employees and grow payroll process as their company grows.
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Sales Force Automation (9)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 28 reviewers of OneHash CRM have provided feedback on this feature.
Partner Relationship Mgmt. (PRM)
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 23 reviewers of OneHash CRM have provided feedback on this feature.
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 30 OneHash CRM reviews.
Task / Activity Management
Based on 32 OneHash CRM reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 22 OneHash CRM reviews.
Desktop Integration
As reported in 24 OneHash CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 28 OneHash CRM reviews.
Quote & Order Management
As reported in 26 OneHash CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
As reported in 27 OneHash CRM reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 28 reviewers of OneHash CRM have provided feedback on this feature.
Campaign Management
Based on 28 OneHash CRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
As reported in 33 OneHash CRM reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities 22 reviewers of OneHash CRM have provided feedback on this feature.
Customer Support (5)
Case Management
Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 24 OneHash CRM reviews.
Customer Support Portal
As reported in 27 OneHash CRM reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 27 OneHash CRM reviews.
Call Center Features
As reported in 23 OneHash CRM reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 23 OneHash CRM reviews.
Integration (13)
Data Import & Export Tools
As reported in 25 OneHash CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 23 reviewers of OneHash CRM have provided feedback on this feature.
Breadth of Partner Applications
Based on 20 OneHash CRM reviews. 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.
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
API / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Time Tracking Integration
Enables administrator to import hours from time tracking systems.
Accounting Integration
Provides standard integration with third party accounting software.
Core HR Integration
Provides standard integration with third party core HR software.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Mobile & Social (3)
Social Collaboration Features
Based on 22 OneHash CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 22 reviewers of OneHash CRM have provided feedback on this feature.
Mobile User Support
As reported in 24 OneHash CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (10)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 29 reviewers of OneHash CRM have provided feedback on this feature.
Dashboards
As reported in 34 OneHash CRM reviews. 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
Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 25 reviewers of OneHash CRM have provided feedback on this feature.
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration
Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Sales Rep Portal (6)
Commission Estimator
Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.
Dispute Management
Method to manage and resolve varialble compensation disputes/descreptancies
Compensation Statements
Method for a salesrep to see breakdown of variable and base compensation payments that have been made.
Plan Documents and Agreements
Features that enable Sales rep to view details of compensation agreements
Individual and Team Performance Reports
Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.
Mobile User Support
System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
Management Portal (7)
Sales Org Performance Reports
Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions
Monitor Sales Rep Performance
Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives
Territory Assignments/Management
Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.
Quota Assignments/Management
Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.
Commission splits and overrides
Sales manaagement can override/adjust Compensation and split commission manually
Workflow and Approvals
Functionality to approve compensation statements or other processes that require approval relating to sales compensation
Budgeting
Features to model and roll up budgets
Administration (15)
Adjustments/Dispute Resolution
Functionality that allows admins to adjust and manage compensation disputes
Comp Modeling - Ease of Admin
Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource
Comp Modeling - Design Flexibility
Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires
Comp Statement Calculation and Distribution
Easily creates compensation statements and distributes them to sales team
Reports and Dashboards
Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs
Sales Hierarchy Management
Manages changes to sales organization easily
Payroll Entry
Allows administrator to enter payroll for all employees based on salary or total hours worked.
Time Off Accrual
Calculation and tracking of sick and vacation days.
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Expense Reimbursement
Allows administrator to reimburse employees for business-related purchases.
Pre-tax Deductions
Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
Wage Garnishment
Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
Approvals
Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Check/W-2 Delivery
Sends printed checks to administrator to distribute to employees.
General Ledger (3)
Journal Entries
Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
The system automates the dunning process to help drive collections
Accounts Payable (3)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Other Functionality (8)
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Automated time and expense capture, tracking, approval, reimbursement and reporting
Employee Self Service (3)
Web Portal
Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
Benefits Manager
Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
Mobile
Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
Taxes (3)
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Tax Filing
Files payroll tax forms automatically for federal, state, and local taxes.
Automatic Tax Payment
Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Platform Content (6)
Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
E-Forms
Provides electronic forms for employees to complete.
E-Signature
Enables new hires to sign forms electronically.
Background Checks
Enables the employer to perform background checks.
Offer Letter Approvals
Provides user with offer letter templates.
Offer Letter Templates
Enables all stakeholders to approve offer letters.
Platform Additional Functionality (5)
Self-Service Portal
Enables employees to login and view their onboarding process.
Automated Team Introductions
Introduces new hires to employees based on org chart.
Compliance Training
Provides training on relevant compliance issues.
Automated Onboarding Workflows
Provides workflows which track new hire progress.
Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Platform Data (3)
Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
Visualization
Contains tools to visalize data sets or workflows.
Recruiting and Onboarding (2)
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Accounting (18)
AP Automation
Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
The system automates the dunning process to help drive collections
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Batches
Payments can be processed by batch without manual intervention
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Back Office (14)
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Create a list of all the assets owed by a company.
Lean Management
Include lean project management features and best practices.
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Purchase Orders
Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Define requisition rules for various types of procurement.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Identify and assess suppliers for different products and services.
Status
Monitor the status of multiple types of assets.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Maintain information on warranties for the products delivered and for their components
Front Office (16)
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Notifies field service workers of their upcoming assignments.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
Logistics (10)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Create schedules for picking activities based on inventory availability.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Production (12)
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Calculate demand by consolidating data from multiple sources.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Manage Resources
Track resource availability for raw materials and production capacity.
MPS
Create and implement master production plans for multiple production lines and locations.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Generate production plans based on demand and resource availability.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Cash Flow (3)
Track Cash Flow
Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time
Payroll (4)
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI (10)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Enables creation, editing, and sending of invoices
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Compensation (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.
Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.




