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Run your accounting on accrual or cash basis effortlessly. With just one click, switch between accrual and cash basis reports to get the insights you need.
You can create unlimited companies for no additional fee.
Enter invoices, bills, payments, and customer payments in foreign currencies without any hassle.
Monitor your business financial health with user friendly beautiful charts, from Cashflow, Income-Expenses to all essential financial ratios.
Import your bank statements, match or categorize them, and reconcile your accounts with ease.
ACH stands for Automated Clearing House. Generate ACH files for ACH Payments, Collections, and Direct Deposits using integrated data from Invoices, Bills, and Payroll. No manual entry is required.
Efficiently manage your inventory with real-time stock-on-hand quantity and value.
Items may come in different sizes or colors. There is no need to create a new item for each variation. Use the same Item ID with multiple SKUs to track stock levels by SKU rather than in aggregate.
Set multi-currency pricing or assign different prices for various units like dozen. Use price levels to set different prices for various sales channels.
Supports multiple warehouses for both sales and purchase applications. Simply create a new warehouse when opening a new store.
Group multiple products and services that you frequently sell together into a single item.
Standard units of measure are provided. You can add new units and set unit conversions as needed.
Create a professional quote, sales order, invoice or receipt easily. Use credit note or sales return for customer refunds.
Automatically generate weekly, monthly, or regular invoices for subscriptions or ongoing service agreements.
Send invoices with a "Pay Now" button and get paid instantly via Stripe Checkout.
Automate project holdbacks. Track withheld retainage on every invoice and generate final retention bills with one click upon project completion.
Boost your sales with time-limited promotions. Campaigns can target all product items or specific groups. Discounts can be offered as a percentage or flat amount, or you can provide a 'free item' instead of a discount.
Empower your reps with live visibility into their individual and team earnings. Track progress against quotas with clear breakdowns of achievement tiers. At month-end, confirmed commissions flow automatically into the Payroll system—eliminating manual data entry and ensuring commission lines are clearly detailed on every pay stub.
Choose a plan that suits your business, whether it's simple, product-based, or tiers. Set Monthly Quota, attainments, commission rate and override commission.
Create sales reps or teams to boost your sales. Assign them to customers, territories, segments, or sales channels with monthly quotas, commission rates, tiers, and commission splits.
Analyze product breakdowns, best-selling items, and performance by sales rep, team, customer, brand, category, warehouse, or state. View key metrics including gross profit, net profit, gross margin, and quantity.
Offer employee advances to cover work-related expenses such as travel and accommodation. With two-step workflow: submitting an advance request and disbursing payments for approved requests.
Allow employees to claim reimbursement for business expenses such as travel, meals, or supplies. Claims can be linked to previous employee advances to handle both the return of unused funds or additional repayments.
Allow employees to record costs associated with vehicle use, including origin, odometer readings, and distance traveled. Employees can request reimbursement based on a set company rate.
Easily reimburse employees with a consolidated view. The system automatically combines approved expense claims, mileage, and advances to determine the net amount for repayment.
Track billable hours with ease. Employees can log time daily or weekly against assigned projects.
Enable a built-in approval workflow for sensitive documents like Advance Requests or Expense Claims. Choose between Supervisor Approval, Designated Approvers, or both. Configuration is effortless; if the approval feature is disabled, all saved documents are automatically marked as 'Approved'.
Support both Fixed Price and Time & Materials project types. Track deliverables through project, tasks, phase completion, or hours worked. Set flexible billing with project, task, or staff-specific hourly rates. You can also define deposit and retainage percentages for automated invoicing.
Support task, subtask and task group and phase / milestone. Project manager can set task owner, estimate hours, rate, billable and priority. While task owner can easily update progress. For long-term project, you can create phase and assign tasks to desired phase.
Effortlessly manage tasks and subtasks using drag-and-drop to reschedule, extend deadlines, or reorder priorities. Set complex task dependencies, such as finish-to-start constraints, to keep your timeline accurate. For better focus, collapse or expand phases and task groups, with flexible zoom levels for a bird's-eye view or daily detail.
Capture and resolve bugs or bottlenecks at the project, phase, or task level. Assign ownership with clear priorities and estimated hours. There are centralized global view of all issues across the company and Issue Tab within individual projects.
Break down your projects into defined phases with payments tied to specific milestone completions. Easily allocate a percentage of the total project cost to each milestone, ensuring automated billing triggers as soon as a phase is marked as finished.
Bill your customers directly from within the project page. All billable items are automatically listed—including completed tasks, phases, timesheets, and expense claims—alongside any deposits or retainage balances. Simply select the items you wish to bill, and the system generates a professional invoice in seconds.
