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Description

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

Description

Ditch the clutter of your Excel sheets and handwritten notes by transitioning to an online platform for managing project documentation, time logs, and communication channels. By accurately invoicing your time at any stage of the project, you can maintain a steady cash flow while reducing the number of hours that go unbilled. Seamlessly monitor and analyze the hours logged for each project, distinguishing between invoiced, un-invoiced, and paid hours, which aids in preventing disputes by securely archiving project-related chat discussions among you, your team, and your clients. Engage in conversations regarding project scope, adjustments, and progress all in one secure place. This service is accessible online and will soon be available on mobile devices. On your team page, you can oversee your entire team's activities to ensure they are focusing on the most critical projects and tasks. Utilize a convenient stopwatch for real-time time tracking or enter your time manually as needed. Additionally, manage each user’s access levels to safeguard your projects and company data, while filtering projects based on customer, urgency, deadline, hashtags, and other criteria. Ultimately, this comprehensive approach not only enhances efficiency but also improves collaboration and accountability across your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Foxit eSign
Microsoft Excel
Microsoft Outlook
OnSched
PayPal
QuickBooks Online
QuickBooks Online Advanced

Integrations

Foxit eSign
Microsoft Excel
Microsoft Outlook
OnSched
PayPal
QuickBooks Online
QuickBooks Online Advanced

Pricing Details

$8.00/month/user
Free Trial
Free Version

Pricing Details

$9 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AccountSight

Founded

2012

Country

United States

Website

www.accountsight.com

Vendor Details

Company Name

Myop

Founded

2016

Country

Canada

Website

usemyop.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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