Search results for Workzoom

Report Fixer is a Chrome and Edge extension that makes QuickBooks Online reports readable for bookkeepers and finance teams: reports use the whole window, headings and the first column stay in view, names and memos show in full instead of being cut off, and a focus mode hides the clutter. Pro copies the whole report to Excel with real numbers, indents and bold totals, downloads CSV and Excel workbooks grouped by section, and works on every report. Reports are read in your browser and never reach us. Independent app by Atesen Software, not affiliated with Intuit.

A workbook for Excel on Windows that cleans a contact or customer list before it goes into a CRM: names, email addresses, phone numbers, mailing addresses, dates and duplicate records, without formulas or manual cleanup. It suggests each fix and you review and approve it. Phone numbers are standardized in the format you choose, with country-aware detection; mixed dates become one format. Add-on exporters write an import-ready file for HubSpot, Salesforce, Zoho, Pipedrive or monday in each CRM's own layout. The free version is limited by record count; the full version is $99 once, with exporters at $29 each or in bundles.

Ready-to-deliver training courses that you can customize to suit your organization’s brand, learning objectives, culture and context. Built by Experts: Skip the development phase. Each course is created by professional authors, editors and designers. Available to deliver as self-paced eLearning or instructor-led training kits. Each Training Kits includes Instructor Guides, PowerPoint Slides, Exercise Workbooks, and much more. Easy Customization: Quickly tailor content to your company's culture, goals, and brand! Diverse Range of Courses: Topics in HR, Leadership, Train-the-Trainer, AI and Digital Transformation, and many more, available to meet the evolving needs of your entire organization.

Portravo helps US construction teams turn PDF plan sets into takeoffs and estimate workbooks. Users choose the project and trades, review quantities against the drawings, and work with automated or team-assisted takeoffs according to the supported scope. Supported quantities can be priced using published assemblies and available material pricing, with the user's labor rates, overhead and margin. Local supplier coverage varies; reference prices are identified and items without a suitable basis remain unpriced for a supplier quote. Users can review and export estimates to Excel or PDF. Takeoffs and prices require professional review before a bid or purchase. Operated by Soxoa LLC.

OHIPay helps Ontario practices manage OHIP claims from preparation through payment review. Physicians or their billing staff enter and review claims, use health-card validation and advisory rejection checks, and submit through MC EDT once their Ministry connection is configured. The workspace includes inpatient billing rosters, claim-status tracking, remittance reports and a fix-and-resubmit workflow. Practices switching from MDBilling.ca can import supported Excel workbooks into read-only patient billing history. Imported records stay separate from live claims and financial reports and are not sent to the Ministry. Account setup follows a reviewed access request.

AxioExtract is an automated data extraction platform designed to convert complex technical documents—such as engineering drawings, bills of materials (BOM), P&IDs, and invoices—into clean, structured data. It processes a wide range of input formats, including multi-page PDFs, scans, Word documents, Excel sheets, CAD drawings (.dxf), and BIM models (.ifc). To ensure high accuracy, the system features an audit review interface that flags low-confidence readings and links extracted cells directly back to their source region on the page. Once verified, structured data can be exported as Excel workbooks, copied to Google Sheets, or generated in JSON and XML formats for ERP integration.

Based in the Netherlands, MKBCloud provides online CRM packages specifically for SMEs and mid market organizations. MKBCloud delivers the complete range of implementation, training and support services to deliver successful CRM projects to their customers.

Takeoff is construction takeoff and estimating software for Windows. Contractors import PDF plans or supported images, set scale from a reliable dimension, and measure counts, lengths, areas, perimeters, and volumes against the source. Quantities feed reusable cost items, assemblies, labor, material, equipment, subcontract, waste, overhead, and profit. Projects and estimating setup stay local, and the core workflow works offline after installation. Estimates can be saved, versioned, reopened, and exported as proposals, workbooks, quantity reports, bid packages, or complete project packages. Takeoff is built for owner-estimators, specialty trades, remodelers, and small teams. It is Windows-only and does not provide automatic AI takeoff, browser or mobile workspaces, accounting, CRM, or enterprise project management. Takeoff v1 is $79 once with no subscription.

StatementTable converts bank and credit card statements into clean transactions: Excel and CSV for spreadsheets, QBO for QuickBooks, OFX for Xero and MYOB, QFX and QIF for Quicken. It reads text PDFs, scanned statements and phone photos. Every conversion is checked against the balances printed on the statement, and rows that don't add up are flagged in a review workbook before you export, so a misread transaction shows up before it reaches your books. Built for bookkeepers, accountants and small business owners who need transactions older than their bank feed provides, statements from accounts that don't connect, or a year of history for a new client. Your file isn't kept. It exists only while the conversion runs, then it's deleted. https://www.statementtable.com

herodocu turns financial statement PDFs into Schedule III workbooks you can check. Built for CAs, auditors and credit analysts in India, it maps balance sheets and profit and loss statements to Schedule III Division I, runs footing checks on every total, and guards against fabricated figures by confirming each number appears in the source PDF. It builds multi-year comparatives with restatement flags, extracts the notes a statement cites, and reads scanned PDFs. US SEC filings can be pulled by ticker. A REST API and an MCP server let teams plug extraction into their own tools. Free plan: 1 PDF up to 20 pages a month. Standard: ₹499/month for 500 pages. Complete: ₹999/month for 1,200 pages (introductory prices).

XO Report is an Excel add-in for accountants, bookkeepers and finance teams who use Xero. Instead of exporting reports to CSV and pasting them into spreadsheets, you write formulas like XO.BALANCE for an account balance, XO.PROFIT for net income, XO.BUDGET for budget figures - and refresh them whenever Xero changes. Full reports (Profit & Loss, Balance Sheet, Trial Balance, Aged Receivables and more) and data tables (invoices, contacts, chart of accounts) insert from a task pane in a few clicks. Every plan supports unlimited users, and one workbook can pull from several Xero organisations side by side, which makes multi-entity consolidation and client reporting straightforward. Free 14-day trial, no card required.

Vedential gives a PMO one place to run a portfolio: programs and projects with dependencies, baselines and milestone slippage; RACI assignment; a full RAID log and a change register whose approvals are stamped server-side and lock the record; budgets by fiscal year and currency with approved-budget envelopes; benefits tracking in money or non-financial units; stakeholder maps; documents; and a steering-committee pack exported to PDF with your logo. Access is need-to-know: Portfolio Managers, Program Managers, Project Admins, Contributors and free Viewers, with SAML SSO and group-to-role mapping on Enterprise. AI helps draft plans, kick-off checklists and readiness reviews, always reviewed before anything is written. Excel import with a dry run and full workbook export on every plan. Australia hosted.

Finamodel is a free library of editable Excel financial model templates for practical finance work. It focuses on DCF, LBO, three-statement, real estate, SaaS, budgeting, valuation, and other common corporate and startup modelling needs. Alongside templates, the site offers reusable modelling schedules, public-company and startup example models, free financial calculators, modelling guides, and a large FAQ. Downloads include the full Excel workbook with formulas, with no payment or account required; users enter an email in the download form once per browser. Templates are compatible with Microsoft Excel, Google Sheets, and Apple Numbers. Finamodel helps CFOs and FP&A teams, founders, analysts, and consultants prepare investor materials, budgets, forecasts, valuations, and operating plans.

yoummday's proprietary work@home operating system is a technology platform that combines workforce recruitment, training, scheduling, and management with a CX marketplace. As a result, companies get access to a comprehensive outsourcing software solution and a global workforce of freelance customer care and sales professionals for a fraction of the cost of a traditional BPO. Over 60 international companies (including Fortune 500 and DAX-listed) already use yoummday to care for their customers. They benefit from a modular software solution and the opportunity to instantly recruit a scalable CX workforce from over 8,500 vetted and verified multilingual freelancers. Yoummday's sustainable outsourcing solution is simply a better way to BPO.

Offline Bookkeeping is a Chrome extension that converts US bank statement PDFs into categorized, reconciled Excel workbooks and QuickBooks (QBO) files — with every step running 100% locally in the browser. Client statements are never uploaded to a server, which keeps firms clear of the compliance and confidentiality problems that come with cloud converters (IRS Publication 4557, FTC Safeguards Rule). It includes dedicated parsers for Chase, Bank of America, Wells Fargo, Citi, TD, Capital One, U.S. Bank, PNC, Truist and Ally, plus regional banks (Santander, Popular, Flagstar, PSFCU, Ridgewood BCB) and a generic parser for other formats. Scanned statements are handled by a built-in local OCR engine — still on the user's own machine, still nothing uploaded. Every import passes a reconciliation gate: extracted deposits and withdrawals are matched against the statement's own ending balance, and any month that does not tie out is flagged before export. A parse-quality grade shows which statements need a review. Transactions are auto-categorized with rules that learn from your corrections, duplicates across overlapping statements are caught, and each client keeps its own workspace, chart of accounts, and backup. Exports include a client-ready Excel workbook (summary, reconciliation, full transaction register) and a QBO file for QuickBooks import. Pricing is a flat $19/month for unlimited clients and statements, or a $96 six-month tax-season license (October–April). A free 3-day trial — no credit card required — unlocks every parser. Features list (checkbox/dropdown fields ke liye): Bank statement PDF → Excel (.xlsx) conversion PDF → QuickBooks QBO export 100% local processing — no file uploads Local OCR for scanned/image-only statements Reconciliation gate vs. the statement's ending balance Parse-quality score on every import Auto-categorization that learns from corrections Duplicate detection across overlapping statements Multi-client workspaces Editable chart of accounts (per-client overrides) Split transactions Backup & restore (per client or whole firm) Supported banks (text field ho to): Chase, Bank of America, Wells Fargo, Citi, TD Bank, Capital One, U.S. Bank, PNC, Truist, Ally, Santander, Popular, Flagstar, PSFCU, Ridgewood BCB + generic parser Pricing fields: Starting price: $19/month Model: Subscription, flat — unlimited clients, unlimited statements Tax-season license: $96 one-time for 6 months (October–April) Free trial: Yes — 3 days, no credit card Free version: No Categories/tags (jo menu mein mile, yehi select karna): Bank Statement Converter · Accounting Software · Bookkeeping · Financial Data Extraction · OCR Software · Tax Preparation

Diwo is a next-gen learning suite built for enterprises committed to empowering employees, partners and customers in today’s dynamic, distributed and digital world. Traditional LMS platforms often struggle to navigate the diverse learning environments of today’s hybrid workplace. They create rigid boundaries between learning modes, causing friction for both learners and admins when switching between them. With Diwo, we've reimagined the LMS from the ground up. What we’ve built is much more than just an LMS—it’s a comprehensive learning suite. Combining the power of advanced LMS features with frictionless microlearning, agile classroom training management, slick digital workbooks, MOOC-style video courses, and social media like content authoring templates, Diwo delivers real learning outcomes in this multi-modal world.

BizToolkitPro is a professional business calculator and financial modeling platform for finance teams, SaaS operators, real estate investors, HR leaders, and operations managers. The platform provides 200+ online calculators across corporate finance, real estate underwriting, SaaS metrics, HR analytics, and operations planning. Users can calculate WACC, DCF valuation, NPV, IRR, MRR, ARR, CAC payback, cap rate, DSCR, occupancy rate, employee turnover, inventory metrics, and other business KPIs. BizToolkitPro helps professionals replace fragile spreadsheet workflows with structured, browser-based calculators, scenario analysis, sensitivity tables, and optional boardroom-ready PDF reports or Excel workbook exports. The product is designed for educational, planning, and professional analysis workflows, and does not provide investment, tax, legal, or medical advice.

BIClaimPro is a business interruption claim calculator for insurance professionals: public adjusters, brokers, forensic accountants and law firms. Pick your industry (8 industries, 31 subcategories), enter or upload your revenue history and P&L as a CSV or Excel file, mark each expense as insured or not insured, and BIClaimPro works out the claim month by month. Every claim shows three scenarios (Base Case, Conservative and Insurer View), so you see the range before you talk to the insurer. It handles the ramp-up period after reopening and the extended period of indemnity. Every step of the working is shown, and you can download a professional PDF report and an Excel workbook with the same figures for an accountant to check. Claims are saved securely to your account, and each firm sees only its own claims.

Foresight WFM is workforce management software for contact centers, built for transparency and speed. Upload your history in a spreadsheet and get a forecast, capacity plan, and optimized schedules in about 40 minutes — no integration, no implementation project, no per-agent fees. Multiple forecasting models compete on your data. You see every model's tested accuracy, set your own staffing guardrails, and download every intermediate calculation — including an honest year-over-year baseline that shows when a simple method beats the models. Visualize results, fine-tune schedules interactively, and export everything to a formatted Excel workbook you can share with any team. Works with any phone system, and alongside any WFM suite you already run. Priced per planner, never per agent.

KDP Builder guides independent authors, publishing studios, and agencies from a book idea through manuscript creation and editing, cover design, print-ready interior formatting, metadata preparation, and export of a complete publishing package. Its guided workflow supports fiction, nonfiction, children’s books, cookbooks, puzzles, coloring books, planners, journals, memoirs, business books, workbooks, and other formats. Users review each phase before export. Packages can include cover and interior PDFs, EPUB, DOCX, metadata, keywords, and an upload checklist for use with Amazon KDP, IngramSpark, Lulu, and other publishing platforms. A free version includes 75 one-time credits with no card required; paid plans support higher-volume publishing. KDP Builder is an independent product and is not affiliated with Amazon or Kindle Direct Publishing.