SoftLedger Features

Based on 30 SoftLedger reviews. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. This feature was mentioned in 29 SoftLedger reviews.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record 29 reviewers of SoftLedger have provided feedback on this feature.

As reported in 26 SoftLedger reviews. The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. 22 reviewers of SoftLedger have provided feedback on this feature.

As reported in 18 SoftLedger reviews. The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values This feature was mentioned in 24 SoftLedger reviews.

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. This feature was mentioned in 26 SoftLedger reviews.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process This feature was mentioned in 21 SoftLedger reviews.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. This feature was mentioned in 16 SoftLedger 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. 18 reviewers of SoftLedger have provided feedback on this feature.

As reported in 17 SoftLedger reviews. Customizable reporting allows insight into usage of inventory and services.

As reported in 28 SoftLedger reviews. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules. 23 reviewers of SoftLedger have provided feedback on this feature.

Based on 24 SoftLedger reviews. 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.

As reported in 17 SoftLedger reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

Automated time and expense capture, tracking, approval, reimbursement and reporting 18 reviewers of SoftLedger have provided feedback on this feature.

Based on 28 SoftLedger reviews. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer 26 reviewers of SoftLedger have provided feedback on this feature.

As reported in 21 SoftLedger reviews. Create and revise an unlimited number of budget, plan and forecast scenarios.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 22 reviewers of SoftLedger have provided feedback on this feature.

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

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

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 25 SoftLedger reviews.

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. 24 reviewers of SoftLedger have provided feedback on this feature.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 28 SoftLedger reviews.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 26 SoftLedger reviews.

As reported in 28 SoftLedger reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 26 reviewers of SoftLedger have provided feedback on this feature.

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

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

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

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

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

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 26 SoftLedger reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 21 SoftLedger 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.

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. 21 reviewers of SoftLedger have provided feedback on this feature.

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

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

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.

View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.

Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Automatically adjust inventory for product bundles, kit orders, and product variations within the system.

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

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

Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.

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

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

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Track invoices based on due dates to identify overdue payments

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

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

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

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

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

Allows users track worker performance over a set period of time

Allows users to track any track incidents such as receiving discrepancies, incorrect shipments and inventory errors

Allows users to track and use WMS data to determine vendor costs and quality

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

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

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

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

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

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

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

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

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

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

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

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

The system automates the dunning process to help drive collections

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

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

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

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

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

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

Automate recognition of revenue and expenses by defining recognition templates.

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

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

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

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

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

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

Include lean project management features and best practices.

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

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

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

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

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

Define requisition rules for various types of procurement.

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

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

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

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

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

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

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

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

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

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

Notifies field service workers of their upcoming assignments.

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

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

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

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

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

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

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

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

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

Customizable reporting allows insight into usage of inventory and services.

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

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

Create schedules for picking activities based on inventory availability.

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

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

Manages the transfer of products between incoming and outgoing shipments

Provides features to automate and simplify recieving such as tracking lot numbers

Helps users pick products from multiple locations and prepare them for packing

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

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

Calculate demand by consolidating data from multiple sources.

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

Track resource availability for raw materials and production capacity.

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

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

Generate production plans based on demand and resource availability.

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

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

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

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

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. 19 reviewers of SoftLedger have provided feedback on this feature.

As reported in 21 SoftLedger reviews. Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. This feature was mentioned in 21 SoftLedger reviews.

As reported in 21 SoftLedger reviews. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 23 SoftLedger reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions 17 reviewers of SoftLedger have provided feedback on this feature.

Forecasting is based on past transactions and historical financial or operational data 20 reviewers of SoftLedger have provided feedback on this feature.

Supports multiple types of revenues, such as recurring and transaction based This feature was mentioned in 20 SoftLedger reviews.

Allows users to allocate revenues to various business entities or departments This feature was mentioned in 17 SoftLedger reviews.

Based on 18 SoftLedger reviews. Automatic scheduling to ensure that revenue is recognized at the proper time

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

Streamlines the exchange of information between internal systems

Automatically extracts data required for cash forecasting and liquity reporting

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

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

Define and manage physical and virtual warehouse locations

Provide a visual representation of all the locations in a warehouse

Allows users to identify the most efficient location for inventory within the warehouse based on a number of product and storage characteristics

Provides customers with a web portal in which they can view invoices as well as batch levels and changes in inventory

Provides users with features to verify item locations and quantities

As reported in 11 SoftLedger reviews. Automatically deposits paychecks into employees' bank accounts.

Based on 11 SoftLedger reviews. Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance. 14 reviewers of SoftLedger have provided feedback on this feature.

Based on 14 SoftLedger reviews. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

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

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

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

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

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

Generates comprehensive data needed to conduct a thorough investigation

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Automatically tracks and calculates unrealized and realized gains and losses.

Performs automatic spot price calculations of the exchange rate between the cryptocurrency and the fiat currency at the time the transaction occurred.

Tracks cost basis and inventory using various calculation methods, including FIFO, HIFO, WAC, and ACB.

Automatically tracks crypto transactions by retrieving transaction history from blockchains, wallets, custody, and exchange accounts.

Searches and filters transaction history details, including transaction hash, timeframe, and token symbol.

Categorizes transactions based on predefined rules for efficient organization and analysis of financial data.

Integrates and syncs data from blockchains, wallets, exchanges, and custodies.

Imports crypto finance data from any source

Synchornizes crypto data with existing accounting or ERP solution

Generates consolidated reports in fiat or crypto. Generates asset-roll forward, historical balances, and transaction history reports.

Generates real-time dashboards, including cash flow and historical wallet balances.

Exports reports in multiple formats, including as JSON, CSV, Excel, and PDF.

Shares dashboards and reports with internal stakeholders, auditors, or investors and grants them access to relevant accounting and bookkeeping data.

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

Uses AI to generates, send, and track invoices

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

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

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

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

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

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

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

Uses AI to analyze data to identify trends and make predictions

Enables synchronization of accounting data across devices in real-time

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

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

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

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

Enables creation, editing, and sending of invoices

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives