Sylogist Features

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

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

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

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

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

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

Create, send, and track purchase orders and their statuses

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

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

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

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

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

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

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

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

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

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

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

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

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

Generate reports to assess the financial performance of an organization

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

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

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

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

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

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

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

Access software remotely via mobile devices

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

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

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

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

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

Integrate with a third-party accounting system

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

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

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

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

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

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

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

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.

Flags errors before submission or allows grantmakers to provide internal feedback on submissions.

Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.

Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.

Supports task and deadline tracking for grant-related actions; allows role-based access to be established.

Customize contracts and forms to collect specific information

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

Ratings/Reviews

Review and analyze existing information across documents

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

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

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

Track and manage the status of grant applications

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

Create, design and manage workflows for repetitive tasks

Manages payment schedules for awarded grants.

Tracks grant budgets to ensure expenditures are not exceeding established limits.

Generates email alerts for grantees as funds are awarded and disbursed.

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

Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area.

Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding.

Supports requesting and submitting for additional information or materials outside of contracted reporting requirements.

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

Generate reports to assess the financial performance of an organization

Searches for open RFP opportunities based on grantseekers' identified focus areas and location.

Stores and auto-populates common answers for standard application questions.

Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.

Supports specific report types to assist with fund audits; assists with planning site visits for grantees.

Syncs with accounting software to track grant expenditures against budget and support financial audits.

Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.

Store, manage and track all forms in a centralized location

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

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

Uses AI to generates, send, and track invoices

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

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

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

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

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

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

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

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

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

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

Receive data and information in real time

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

Accept and process credit card transactions

Bring together financial information by collecting data from multiple ledgers and close financial processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Enables synchronization of accounting data across devices in real-time

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

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

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

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

Enables creation, editing, and sending of invoices

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

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

Track and manage inventory levels to maintain proper supply

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

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

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

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

Allow users to create, edit, and sort multiple notes

Capability to perform complex tasks without constant human input

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

Receive data and information in real time

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

Create budgets based on historical data and future projections

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

Upload, track, and submit receipts in a central database

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

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

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

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

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

Manage and track recurring gifts

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

Alter the layout and content of reports

Track and view detailed financial donation history made by contacts and members

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

Monitor and record expenses such as purchases or charges incurred

Track outstanding invoices and the money owed from clients

Print paychecks issued to confirm payment of wages or salary

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

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

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

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

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

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

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

Active reporting of data and metrics

Compare and match accounting/financial records with corresponding bank statements

Manage allocation and performance of financial assets

Manage and handle various international currencies

Monitor application statuses, proposals and award funds

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

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

Track money owed to a company's creditors/suppliers

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

Create, manage, and send invoices or bills to customers

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

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

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

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

Access software remotely via mobile devices

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

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

Manage, organize, and store contact information

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

Software specialized for non-profit organizations

Integrate with a third-party accounting system

Manage and support multiple locations

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

Track money owed to a company's creditors/suppliers

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

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

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

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

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

Convert data into a code for security

Track outstanding invoices and the money owed from clients

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

Create, manage, and send invoices or bills to customers

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

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

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

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

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

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

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

Estimate expected cost based on various factors before a project begins

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

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

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

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

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

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

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

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

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

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

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

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

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

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

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

Designed for small businesses

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

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

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

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

Configure existing workflows to meet your organization's needs

Import and export data to and from software applications

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Reminders sent via email

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

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

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

Organize and group data or items based on various criteria

Generate quotes or estimates for customers

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

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

Software designed for grantseekers

Automatically search funding sources and alert uses when grant opportunities arise

Track grant submission requirements, deadlines, and financial documentation for awarded grants

Track sent and received payments, invoices, and bills.

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

Customize data fields to support various needs and use cases

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

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

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Tailored or customizable questions for more targeted and relevant data collection

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

Software designed for grantmakers

Create budgets based on historical data and future projections

Manage and monitor spending to align with the financial constraints or goals

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

Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.

Manage the process of evaluating documents or requests submitted for approval