- Accounts Payable (AP)
While you can’t escape paying your bills, you can escape a paper-based bill-pay process. You may be familiar with the process of receiving a bill, manually passing it around for approvals, entering it into your accounting software and then (finally) paying it via a printed check. Manual bill-pay procedures can result in a costly AP process. We’ve partnered with solution providers that can reduce your AP processing time by creating an entirely electronic and seamless workflow – from invoice capture to invoice payment. It’s time to upgrade and simplify your AP process.
- Accounts Receivable (AR)
Are you ready to get paid quicker and spend less time preparing bills? We’ve partnered with best-in-class cloud-based solutions in AR management. Migrating your AR to the cloud gives your customers more payment options - including credit card, or bank transfer. Through these AR platforms, you can see whether a customer has reviewed an invoice or scheduled a payment and set follow-up reminders. These automated apps speed up the collection of receivables by two or three times the paper-based process. Our partners make the AR process simple, efficient and effective.
- Customer Relationship Management (CRM)
CRM software keeps all your customer information in one place, helping to manage customer data and interactions, providing access to business information, and providing the ability to automate sales communication. Connecting with your CRM contacts is easily accessible at your fingertips with free iOS and Android mobile apps and virtually everything can sync back and forth with your accounting system. Our partners’ systems can be configured to match your brand and the specific way you accomplish your work.
- Enterprise Resource Planning (ERP)
Many businesses struggle with time-consuming Excel-based analyses and hours of manual work, when reporting and handling business complexity shouldn’t be so difficult. Managing multiple entities, project accounting, time and expense management, subscription billing, contract revenue, an annual financial statement audit or grant reporting requirements - all of these are signs that you may be ready for an ERP system. Work with a software that is easy to understand - gain efficiency and visibility with core financials today; add more advanced financial capabilities tomorrow.
- Sales & Use Tax
In the United States, the time spent handling sales and use tax compliance and filings can be astounding, particularly if you do business in more than one state or across national borders. Every year, our partners accurately process over one billion tax transactions and millions of Sales and Use transaction tax returns on behalf of clients. Rather than investing in a full-time tax guru, you can leverage the outstanding risk management provided by our partners’ technology solutions and receive a strong, scalable value for your investment.
- Time & Billing - for Service Companies
Simplify your billing, recover lost revenue, and track time from anywhere. Time and billing software also tracks retainers and monitors escrow accounts on both a client and matter level. Time and billing maximizes your billable time by streamlining the initial setup of client information and simplifying the entry and invoicing of time slips. Some of the greatest daily hassles are tracking the work process and then delivering a timely, detailed invoice the client understands – our partners give you the tools you need to make this process as easy and organized as possible.
- Time & Expense
Many businesses need to track how their associates are spending time, and company money. Time and expense solutions can handle the workflow for these issues and are some of the most affordable technology tools in the market. The benefit of implementing these solutions is instantly realizable - manage time and expenses with simple to create, submit and approve reports within minutes, from anywhere. Solutions can be tailored to your approval workflow, keeping your proven processes but saving time by managing them and making their paper trails electronic.