Accounting Applications
XERO
A popular all-in-one accounting application that connects to your bank and other third-party financial apps, allowing you to access your different financial records and easily keep track of them. This way you will be connected to your bank as well as other multiple accounting applications. XERO can act as a central platform that you can use to access your different financial records and details all from one place.
How do We Help Our Clients with XERO?
- Help You Pay Your Bills: XERO provides a feature that allows users to compile and keep track of their bills all in one place. You can also pay your bills from there either by making spontaneous payments or scheduling them for a later date.
- Stay on Top of Their Bank Transactions: By setting up XERO for your business, we can help you stay on top of your transactions. Once you connect your banks to the app, you will be able to see all the transactions being carried out via your accounts.
- Create an Online Payment Channel: We can help your business seamlessly receive payments online from clients and customers by connecting you to apps such as Stripe and GoCardless. These apps can be connected via XERO and can help you create a central payment-receiving module. Once set up, you can simply put a “Pay Now” button on your invoices. Your customers can use this button to spontaneously make payments without going through other lengthy rigmaroles.
Quickbooks Online
How Do We Help Our Clients with Quickbooks Online?
- On-the-spot Sales Tax Evaluation: This awesome feature provided by Quickbooks Online allows your business to receive payments and automatically calculate the sales tax that you will be due to pay on them. Instead of taking the time and effort separately afterward, you can have the tax processed right on the spot.
- Manage Inventories: With Quickbooks Online, you can keep track of all the products in your inventory with their exact number and prices. If any of the products starts to run low, you will receive a notification to replenish. We can help you set this up so that you always stay apprized of your business’s stock.
- Smart Receipt Organization: Quickbooks Online also offers a feature that allows you to take photos of real-life receipts, after which the app recognizes and categorizes them itself. The app sorts them according to the expense type so that you can easily find them again should the need arise.
Netsuite
A comprehensive cloud-based ERP solution that offers a range of functionalities, including financial management, inventory management, and order management, among others.
Netsuite provides a diverse range of services and solutions that are aimed at making business management easier as a whole. However, in the entire “suite” of solutions, there are a lot of accounting-related ones as well. It can be used for record-keeping, tracking performance, payroll, and much more.
How Do We Help Our Clients with Netsuite?
- Providing Insights Over Daily Transactions: Netsuite offers solutions that allow users to keep an eye on their every transaction. We can help our clients set this up so that they can keep an eye on their daily transactions.
- Finance Forecasting: This is also something that we can help you with using Netsuite. The “Finance Forecasting” module essentially allows you to see the anticipated financial outcomes of a particular project. You can predict the profits as well as the expenses that will arise during the course of the project.
SAGE
Another comprehensive accounting software that offers features such as financial reporting, accounts payable and receivable, and inventory management.
SAGE also helps businesses easily and efficiently handle their financial documents and records by automating bookkeeping tasks and exporting useful data securely to the cloud. One of the best things about SAGE is that it offers various packages that customers can pick from as per their needs and requirements.
How Do We Help Our Clients with SAGE?
- Easy Invoices: Among others, one of the best features that SAGE provides is the versatile invoicing options. To start off with the invoice, you can simply use the initial quote that you provided to the client. Then, you can make different types of customizations to the invoices to make them look more specific to your company. And after all this, you can track the invoice’s progress to see when your client receives it and when the invoice becomes overdue. We can help you set this up according to the needs of your business.
- Managing Accounts Receivable: With SAGE, we can help you set up an efficient accounts receivable management module. You can use the software’s “Debtor Manager” feature to keep track of the parties that have to make payments to you as well as the details of the latter.
- Setting Up an Automated Inventory Management System: SAGE allows you to set up an automated inventory system where the software automatically subtracts the items from the total stock as they are sold. This can help you stay on top of your inventory levels without worrying about hiring a separate individual for the job.
Freshbooks
Freshbooks is yet another accounting application that you can use for different financial tasks. This cloud-based accounting software specializes in invoicing and time and expense tracking. You can make invoices, make financial reports, make payments, track time, and much more. Freshbooks allows you to stay connected with your business’s finances through the mobile app as well.
How Do We Help Our Clients with Freshbooks?
- Streamline Your Payments: With Freshbooks, we can help do a lot of stuff to make your payments smooth and easy. Freshbooks lets you set up payment models where people can pay you directly via credit cards. It also helps you in setting up an international payment route by integrating with Stripe. You can also send reminders to your debtors to let them know about due dates.
- Create a Diverse Range of Financial Reports: There are different types of financial reports that can help you evaluate and determine the financial standing of your company. According to Freshbooks features page, it can help you create statements such as Profits and Loss Statements, General Ledges, Balance Sheets, Charts of Accounts, and much more.
- Multi-Currency Records: If you deal in currencies other than USD, you won’t have any problems recording them with Freshbooks. You can manage your expenses whether they are in CAD or EUR.
ZOHO
ZOHO is a multi-solution platform that provides a range of useful accounting services. It is an all-in-one business management suite that includes accounting tools, CRM, project management, and more. You can use it to connect to your bank account to keep an eye on your transactions, track payable and receivable payments, manage your inventory, and more.
How Do We Help Our Clients with ZOHO?
- Give Control to Customers: ZOHO can help you create a customer-friendly paying/accounting experience thanks to the Customer Portal service. You can enable your customers to make their payments easily and then check the relevant records whenever the need arises.
- Organize and Manage Receipts: Losing physical receipts – or even digital ones in local storage – is easy. With ZOHO, you can upload your receipts to the cloud and categorize them yourself. ZOHO also provides an “Auto-Scan” feature during the scanning process that automatically fetches the important information from the attached receipts/records.
- Creating, Managing and Tracking Your Inventory: With ZOHO, we can help you create a fully customized inventory with various details such as the SKUs of each product as well as its price and quantity. Plus, by enabling inventory tracking, you will also be able to keep an eye on your stock levels at all times.
Contact us today for a consultation and learn how our accounting application services can save you time and increase accuracy.
