Reduce data entry
All your practice accounting in one place including your account receivables and payables from sales in-store or portal, vendor bills, payroll.
Pay Multiple Invoices
Ability to reconcile a payment with several invoices
Bank Reconciliation
Get your bank statements automatically synced with your bank. Save time with Automated reconciliation. This features requires integration and your account with Plaid. If your bank is not supported, use OFX, QIF, CSV or Coda files to import statements easily. Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation.
Advanced Payment terms
Support multiple payments for one invoice, cash discounts, advance invoice and partial reconciliations.
Credit Card Processing
Get paid quickly by using integrated credit card payment processor including https://authorize.net/ and https://stripe.com/
Automated Payments Due follow up
Ease your payment collections by follow-ups emails and tasks automatically
Aged receivable balance
The receivable report gives you a clear overview of overdue payments and forecast.
Portal
Your customer can track their order status, invoices, and payments through their portal.
Account payables
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt
Employee expenses
Track employee expenses, from the recording to the validation and reimbursement.
Deposit ticket
Keep track of deposit tickets in just a few clicks to ease the bank reconciliation process.
Reconciliation Report
Audit differences between your accounts and your bank statement balance to ease reconciliation.
Multi location
Get all your locations integrated in the same system with consolidation reports in real time. Automate business flows with inter-company rules.
Perpetual fiscal year closing
No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.
Profit & Loss
Navigate easily through the flow of information from the Profit & Loss report.
Cash flow statement
Get a cash flow statement in real time with lots of options in the filters.
General ledger
Search and filter in the general ledger easily and zoom into documents in just a click.
Consolidated Journal Report
The consolidated journal displays what happened in each journal organized month by month for readability.
Balance Sheet
Get your current year earnings automatically reported to your balance sheet to report at any time without having to close/open fiscal years.
Tax reports
Get your tax reports in accrual or cash based
Consolidation
Combine financial information from multiple companies to generate a consolidated set of statements. Leverage closing, historic, or average exchange rates and add multiple adjustment columns (no GL impact). Use data from other financial systems and adjust for partial control or ownership of one or more companies.
Assets Management
Track assets, depreciation boards and generate amortization entries automatically. Manage all events on your assets in just a few clicks.
Budgets
Track your budget and compare actual performance with different budget. Manage budget on your financial accounting or analytic accounts.