Sage 100cloud Features
General Ledger (3)
Journal Entries
Based on 103 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 71 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 93 Sage 100cloud reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
Based on 102 Sage 100cloud reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Based on 91 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 75 Sage 100cloud reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Accounts Payable (3)
AP Automation
Based on 88 Sage 100cloud reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Based on 101 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Based on 88 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 78 Sage 100cloud reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Based on 76 Sage 100cloud reviews. 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
Based on 80 Sage 100cloud reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Based on 70 Sage 100cloud reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Based on 66 Sage 100cloud reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Based on 83 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 72 Sage 100cloud reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Based on 56 Sage 100cloud reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting
Reporting & Analytics (7)
Financial Statements
Based on 102 Sage 100cloud reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Based on 105 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 84 Sage 100cloud reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
Based on 89 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Platform (10)
Customization
Based on 93 Sage 100cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 83 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 102 Sage 100cloud reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Based on 105 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 97 Sage 100cloud reviews and verified by the G2 Product R&D team. 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 18 Sage 100cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Output Document Generation
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 19 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 18 Sage 100cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. 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.
Integration (5)
Data Import and Export Tools
Based on 94 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 71 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. 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.
Accounting (26)
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
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
AP Automation
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Based on 18 Sage 100cloud reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
Based on 13 Sage 100cloud reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Financial Statements
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Based on 18 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. 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 12 reviewers of Sage 100cloud have provided feedback on this feature.
Payment Batches
As reported in 15 Sage 100cloud reviews. Payments can be processed by batch without manual intervention
Payment Settlements
Based on 13 Sage 100cloud reviews and verified by the G2 Product R&D team. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Inventory & Warehouse (5)
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Purchasing (4)
Demand
Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Manufacturing (6)
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS
Create and implement master production plans for multiple production lines and locations.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Quality Management (4)
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Distribution (3)
Picking & Packing
Define and implement optimal procedures to pick and pack product for shipping.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Sales & Marketing (6)
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types.
HR (2)
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Back Office (11)
Allocation
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.
Lean Management
Based on 12 Sage 100cloud reviews and verified by the G2 Product R&D team. Include lean project management features and best practices.
Maintenance
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Purchase Orders
Based on 20 Sage 100cloud reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. Define requisition rules for various types of procurement.
Shift Scheduling
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Identify and assess suppliers for different products and services.
Status
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Monitor the status of multiple types of assets.
Time & Attendance Tracking
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Based on 10 Sage 100cloud reviews and verified by the G2 Product R&D team. Maintain information on warranties for the products delivered and for their components
Front Office (13)
ATP
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Contact & Account Management
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Based on 12 Sage 100cloud reviews and verified by the G2 Product R&D team. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Based on 10 Sage 100cloud reviews and verified by the G2 Product R&D team. Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Based on 10 Sage 100cloud reviews and verified by the G2 Product R&D team. Notifies field service workers of their upcoming assignments.
Product & Price List Management
Based on 18 Sage 100cloud reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Promotions and Discounts
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 12 Sage 100cloud reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. Creates and assigns support tickets, scheduling them in a timely manner.
Visual Configuration
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured
Logistics (10)
Centralized Inventory Database
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Based on 15 Sage 100cloud reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Based on 19 Sage 100cloud reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Based on 18 Sage 100cloud reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Based on 14 Sage 100cloud reviews and verified by the G2 Product R&D team. Create schedules for picking activities based on inventory availability.
Receiving
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Production (11)
BOM
Based on 16 Sage 100cloud reviews and verified by the G2 Product R&D team. Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Based on 13 Sage 100cloud reviews and verified by the G2 Product R&D team. Calculate demand by consolidating data from multiple sources.
Manage Resources
Based on 13 Sage 100cloud reviews and verified by the G2 Product R&D team. Track resource availability for raw materials and production capacity.
MPS
Based on 11 Sage 100cloud reviews and verified by the G2 Product R&D team. Create and implement master production plans for multiple production lines and locations.
MRP
Based on 12 Sage 100cloud reviews and verified by the G2 Product R&D team. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Based on 13 Sage 100cloud reviews and verified by the G2 Product R&D team. Generate production plans based on demand and resource availability.
Rework
Based on 12 Sage 100cloud reviews and verified by the G2 Product R&D team. Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Based on 10 Sage 100cloud reviews and verified by the G2 Product R&D team. Assign equipment and monitor shop floor activities during various production stages.
Waste
Based on 10 Sage 100cloud reviews and verified by the G2 Product R&D team. Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Based on 10 Sage 100cloud reviews and verified by the G2 Product R&D team. Track work in process (WIP) across multiple production lines and manufacturing locations.
Cash Flow (3)
Track Cash Flow
Based on 25 Sage 100cloud reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Based on 25 Sage 100cloud reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Based on 26 Sage 100cloud reviews and verified by the G2 Product R&D team. 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
Based on 84 Sage 100cloud reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Based on 23 Sage 100cloud reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Based on 17 Sage 100cloud reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Based on 27 Sage 100cloud reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Based on 24 Sage 100cloud reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Based on 22 Sage 100cloud reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time This feature was mentioned in 17 Sage 100cloud reviews.
Payroll (3)
Direct Deposit
As reported in 21 Sage 100cloud reviews. Automatically deposits paychecks into employees' bank accounts.
Tax Calculation
Based on 21 Sage 100cloud reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Based on 23 Sage 100cloud reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI (2)
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 - 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
Agentic AI - Discrete ERP (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
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.
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.
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.
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.




