MoneyGuidePro is an all in one web-based software designed for financial and retirement planning that makes your life goals come true for sure. The software comes with easy tax planning having virtual illustration strategies, so your client will never be overwhelmed by the complexities. The dynamic configuration permits you to build and scale with the strategy that you need the most. MoneyGuidePro is turning the bench with sophisticated solutions and smart assumptions that will ultimately help advisors have navigation to get done with complex financial tasks.
The worksheet features permit you to change the five scenarios in one place and do not take the overhead of the security optimization because you have the best plan that will pay you the most out of it. The other key features are detailed and customizable executive summary, action items, detailed plan analytics, custom template reports, risk management, estate planning, custom CMA’s, and more to add.
KhataBook is comprehensive digital software that allows you to manage your business process and personal ledgers right on your phone and computers. The software is remarkable in its approach that is giving capabilities to your small business. You have all the details of your credit or debit for every customer, so stay ahead with the stress-free business.
The software is making businesses have faster returns on credits with the best in class payment reminder feature. This automated SMS is sent to your customer whenever a transaction is recorded. Make your business always on time with the day to day account update, and you have multiple language support, so comfortable to use with your current language. There are multiple features on offer edit customer information, edit old transactions, easy backup, complete KYC, easy backup, restore data, anywhere access, and more to add.
Working Papers is a highly sustainable project management software that is eliminating all the paper. There is no need to look for the paper because you have everything on your screen to plan, perform, and review. The software provides complete customization with the templates and has been significant in creating documents for the tax returns. The key features are easy collaboration, intelligent reporting, simple document management, seamless importing and exporting, rolling forward files, creating, assigning, and tracking issues, monitoring all the to-do lists, and adding more.
Working Papers is integrating with multiple platforms covering all the needs for conducting assurance and reporting engagements. Working Papers provides you a one-stop location for your data that will permit real-time collaboration, online review, efficient clean-up, direct scanning, sophisticated lock-down, and more. Furthermore, you can access all the information you need during an engagement linked with the data, ensuring that the changes are happening to the related documents.
TractionTools is a functional software platform for EOS Traction that allows you to make productivity fly high with easy management of EOS. This efficient software is the way to get done with your business’s most important aspects, and users have a complete package with unlimited training and support.
TractionTools provides reliable support with level 10 meetings that will let teams do all the preparation work for you a. There is also a possibility for a one-on-one meeting, which enables you to align your team members with check-ins, issues lists, and more.
TractionTools has streamlined your workflow with the to-do lists and IDS to identify the issues, discuss them, and proposed a solution. There are multiple features to look forward to data tracking, set quarterly goals, complete accountability with the chart, V/To tool, long-lasting meeting impact, and more to add.
Creditsafe is an all in one platform that allows an organization to credit check potential customers and suppliers in seconds. It is necessary to protect your business with each customer, maintaining a good business portfolio, and understanding the credit risk associated with each customer. Creditsafe is dispensing comprehensive credit reports on individuals from all over the world. Finance and credit teams have all the tools and analytics that allow you to make more unique decisions with credit risk solutions.
Multiple things are looking forward to company credit reports, bank verification checks, ledger management, antimony laundering, tracing and investigation, customer credit reports, debt collection, and more to add. Besides, you have multiple API integrations and the marketing data for data cleansing and CRM.
It is all about delivering the right message to the audience at the right time. It is possible with Creditsafe because you have a complete hold on your customer and prospect, making sales and marketing to discover more opportunities. Moreover, the software makes customer onboarding extremely robust, so you have more improved compliance and customer verification with reduced drop-off rates with real and effective compliance checks.
CCH Intelliconnect is an efficient search engine that is providing you rich search results in real-time. This utility permits your capability to work smarter, nimbler, and with great confidence that you will extract the best results out of it via having relevant search results all the time.
You have a much more improved experience now with the former pre-released testing that will promise a seamless transition. The search engine tool paves your way to future functionalities, so continue to extend, evolve, and grow faster. The key features are intuitive and modern design, more optimized search navigation, complete results layouts for instant document finding, quick start guides, and more to add.
Amazing Marvin is a customizable task management software that enables you to enhance your workflow with the proper strategical approach. The software comes with all the tools and features that will let you easily get a rich to-do list in place. There is also a reminder service for you if you forget to do your task; there is a notification that will remind you of the due work.
This software makes it possible for you always to stay productive and more organized in terms of your work and surfaces the system that completely works for you. There are multiple features on offer: nested categories and projects, data planner, calendar sync, due dates, recurring tasks and projects, time tracking, built-in timers, custom sidebar, time estimations, and long-term planning, matrix supports, notes, and more to add.
QuickBooks is an accounting program suite developed and marketed by Intuit. Intuit has incorporated some web-based attributes into QuickBooks, including distance access potentials, remote payroll assistance, and outsourcing, electronic payment functions, online banking and resolution, mapping attributes through association with Google Maps.
It also offers marketing options through Google and enhanced e-mail services through Microsoft Outlook and Outlook Express. QuickBooks is not about running your finance only but to run your whole business. QuickBooks is mainly designed for small to medium-size businesses for keeping the record and management of their entire business financial life.
The recent version of QuickBooks is integrated with cloud synchronization features that let the users maintain their financial records in the cloud and access it from any time anywhere. Some of the key advantages of QuickBooks are online access from anywhere, tracking expenses, automatic backup of data, tracking sales & income, and creating & sending invoices.
Beanworks is powerful accounting software that helps accounting teams get an invoice to payment faster through AP automation. It is a cloud-based platform that uses automatic data entry to pull invoice data into a secure and intuitive dashboard. Its dashboard is quite simple and easy to use; you can easily access all tools and features without limitation.
The best thing about this tool is that it offers a customization system and allows you to easily create your custom setting that depends on your needs that make it better than others. Invoice is then routed for easy approvals from your computer or mobile devices. All the approved invoices can then be paid by virtual credit card to earn cash-back rebates and direct deposit by ACH or EFT.
The completed transactions and invoices are securely stored in the cloud for more than seven years, which means no more paperwork filing. Beanworks is a comprehensive accounting tool that comes with all the significant features. Such as audit trail, workflow, transaction monitor, custom reports, invoice approvals, electronic payment, expense tracking, financial analysis, etc.
Bill.com is a leading digital business payment platform that creates simple A/P and A/R solutions. It is one of the quickest-growing payments networks in the United States that enable more than 200,000 users to pay and get paid countless bills that are worth billions of dollars. The network provides features for small to medium businesses, effective and simple online bill payment, custom invoicing, unlimited document storage, and workflow collaboration.
The platform also allows the ability to access the back office from anywhere in the world using any smartphone device. It is uniquely located in the heart of business payments, banks, and accountants on all the fastest-growing payments networks. Bill.com also helps customers through its efficient, direct bank and accountant channels, bringing together systems, documents, and the people to redefine how business payments should be made.
The most addictive thing about this platform is that the Bill.com app offers a scheduling feature that allows you to schedule bills to be paid with any device. Bill.com app also includes core features such as easy record payments, unlimited document storage, pay vendors, review cash flow, email personalized invoices, and much more. Overall, Bill.com is one of the digital business payment platforms as compared to others.
ReadSoft is a leading cloud-based software platform that is evolving with its cloud-based invoicing process. The platform is making the workflows extremely nimbler with its power invoice automation in the cloud online. Organizations with ReadSoft have reduced processing costs, much more improved supplier relationships, faster cycle times, and professional cash management. There are multiple benefits of using ReadSoft online that include get more accurate financial data, reduce risk, achieve better financial compliance, a pre-built dashboard that will, in turn, let you quickly access insights, and more.
You can bring productive results to your whole finance department with its level best PO, non-PO invoice data processing, which means you have the possibility to transform accounts payable into a sustainable, clear, and planned business unit. Moreover, you also have the leverage of SaaS, which is monitored continuously by a professional cloud operation team. The key features are integrated machine learning, automated invoice purchase order, approval workflow, GL coding, image storage, advanced analytics, integrated ERP, multi-currency and multilingual support, user-friendly interface, multi-tenancy, and much more.
Airbase is a spend management software for businesses based on the cloud that allows organizations to complete control over every dollar spent. The software provides you with unified management that will automatically handle approval, corporate cards, accounting, real-time reporting, and bill pay. Airbase is the ultimate choice for your business to manage all the bills and pay them with an online gateway and make a more informed decision that will let your business to extract more productivity out of it.
When it comes to automating your accounting, then there is nothing best other than Airbase because it categories all the transactions and uploads them to the GL, which means you have real-time reconciliation for sure. There are multiple features to look forward to supporting for virtual and corporate cards, capture invoices, secure payment transfer, robust kick to ACH payments, rich spend reporting, and integrations with the multiple channels to have more streamlined accounting.