top of page
BG.png

Our Platform Showcases How it Could Work for You

We streamline your business finances, empowering you to envision and pursue your broader goals.

Features designed to optimize efficiency

Take Care of Payroll

  • Let us take care of your federal and state payroll taxes.

  • Enjoy automatic tax calculations on each paycheck.

  • Easily execute Auto Payroll for salaried employees receiving direct deposit.

  • Review and authorize payroll before paychecks are disbursed.

Monitor Day to Day 

Inventory

  • Manage inventory stocks and receive alerts for low stock.

  • Analyze product popularity, generate purchase orders, and handle vendor relationships.

  • Seamlessly import product and service data from Excel or Google Sheets.

E-commerce

  • Streamline order management across all online sales channels for comprehensive oversight.

  • Efficiently list products with detailed descriptions and update pricing across channels in one go.

  • Generate tailored reports for actionable insights into sales performance and areas for improvement.

Receipt capture or Scan

  • Utilize your smartphone to scan and save images of receipts effortlessly.

  • Simplify the process of sorting and associating expense receipts with transactions.

  • Maintain organization and readiness for tax season by centralizing all receipts in a single location.

Report & Analytics

  • Gain immediate insights into cost management and understand the precise revenue generated by your projects.

  • Centralize project data including job and labor expenses, as well as income, for streamlined tracking.

  • Assess profitability accurately by factoring in comprehensive payroll and time expenditures.

Project Performance

Reports

  • Generate and export detailed reports covering profit & loss, expenses, and balance sheets.

  • Tailor your reports to meet the unique requirements of your business. 

  • Seamlessly synchronize data between our platform and your spreadsheets for enhanced accuracy and flexible reporting & Analytics.

Transaction Labeling

  • Label your money in/money out transactions in a way that makes sense for you.

  • Get custom insights based on your labels to see how your business is doing.

  • Group related labels together for more robust reporting.

Tax Assistance & Filing

  • Effortlessly manage your finances and taxes with our platform.

  • Access unlimited support from our team of tax experts year-round.

  • Enjoy peace of mind knowing you're maximizing your deductions with our guaranteed service.

Cash Out

Handle and settle bills

  • Streamline bill organization and payment tasks within our platform, ensuring all invoices are conveniently accessible.

  • Avoid the hassle of missed or delayed payments by easily handling multiple invoices at once.

  • Simplify bill settlements by using our platform for payment processing.

Expenses

  • Capture and store receipt images effortlessly using your mobile device on our platform.

  • Customize the categorization of your income and expenses according to your preferences on our platform.

  • Simplify the oversight of employee-submitted expenses with our platform's advanced features.

Sales tax

  • Include sales tax in an invoice, and our platform will compute the appropriate sales tax rate based on factors like date, location, product type, and customer details.

  • Easily manage sales tax collection for various agencies, such as city and state entities.

  • Access the Sales Tax Liability Report on our platform to track your sales tax data whenever you need it.

Cash In

Revenue Monitoring

  • Our platform ensures smooth synchronization of all your bank and credit card transactions, enabling you to effortlessly monitor your income and expenses.

  • Connect your preferred apps seamlessly to track income from any location.

  • Utilize our integrated payment system, which automatically records and matches customer payments, ensuring your books remain well-organized in a single location throughout the year

Payment processing

  • Process payments seamlessly through various channels, including cards, eChecks, and ACH transfers.

  • Simplify your invoicing process by accepting payments directly through invoices or by providing customers with a secure payment link for quick transactions from any location.

Invoicing & Estimates

  • Easily enable online payments on invoices, accepting credit and debit cards, eChecks, and ACH transfers.

  • Simplify invoicing with automated recurring invoices, real-time status tracking, and friendly payment reminders.

  • Add your brand's touch to invoices with custom logos and seamless dispatch directly from our platform.

  • Craft estimates to reflect your unique brand and business specifications.

  • Capture mobile signatures for a seamless experience and stay updated on estimate statuses.

  • Seamlessly convert estimates into invoices with just a few clicks.

Let's gain insight into the industries we serve and the recipients of our solution.

bottom of page