Easily track outstanding and partially paid invoices. Consistent follow up with customers to ensure payment.
Doing business with a client on a regular basis? Set a recurring date for automatic invoice generation.
Connect your payment gateway for quick and direct payment.
Capture and analyze all expenses to highlight high spend areas of your business.
Our fixed expense feature automatically records recurring expenses to reduce possible missing or double-entry errors and increases budget management efficiency.
Personalize your expense categories to enable more efficient searches and grouping of expenses.
Our proposal templates are easily customizable to personalize for each customer.
Our solution makes it simple to convert proposal estimates to invoices in just one click.
Track status of accepted or declined proposals for increased efficiency for your sales team.
Create, edit, and manage your customer profiles in one database.
Our secure client portal enables direct access to your customers’ business information and activity reports for decision making.
We’ve stream-lined the processes for you and your customers to interact with each other with ease, promoting swift communication.
View sales reports by customer, item, and salesperson to gain insight into the effectiveness of your current sales team and processes.
See detailed reports of all outstanding invoices by aging category to help determine follow-up and collections actions needed.
Create and view line-item expense reports for your business to better manage profitability.