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Customizable Invoicing: Create and send professional, branded invoices quickly. Automate recurring invoices and payment reminders to improve cash flow.
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Automated Accounting: Sync with bank accounts to automate 95% of bookkeeping tasks. Categorize transactions and perform double-entry accounting for accurate financial records.
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Inventory Management: Track stock levels across multiple locations. Automatically adjust based on sales/purchases and provide reorder notifications to prevent shortages.
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CRM Integration: Manage customer data, leads, and sales opportunities. Gain insights into behavior and communication history to enhance customer relationships.
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Multi-Currency Support: Handle transactions in multiple currencies with real-time exchange rate updates. Ideal for businesses with international clients or suppliers.
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Financial Reporting: Generate comprehensive reports like profit and loss statements and balance sheets. Gain real-time insights for informed decision-making.
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Bank Reconciliation: Automatically import and match bank transactions with recorded expenses and payments. Streamline reconciliation and reduce errors.
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Purchase Order Management: Create and track purchase orders. Manage supplier details and integrate with inventory for efficient procurement and vendor management.
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Mobile Accessibility: Access a mobile app with full feature access. Manage invoicing, accounting, and CRM on the go.
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Tax Management: Support various tax codes and automate sales tax calculations. Ensure compliance and simplify tax preparation.
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Expense Tracking: Automatically categorize expenses and provide real-time monitoring. Manage budgets and identify cost-saving opportunities.
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Workflow Automation: Set triggers for routine tasks like sending invoices or updating inventory. Reduce manual effort and minimize errors.
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E-commerce Integration: Connect with platforms like Shopify and payment processors like Square. Streamline online sales and inventory tracking.
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Document Management: Attach and manage financial documents (PDF, XLS, DOC, JPG, PNG) up to 10MB. Organize transaction-related files.
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Scalability: Adapt to growing businesses, supporting freelancers to large enterprises with features tailored to varying operational needs.
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Data Security: Use SSL encryption (128-bit VeriSign with 1024-bit RSA key), data isolation, and backups to protect sensitive financial information.
