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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
heroBI serves as a comprehensive performance tracker, utilizing the logged hours of your team members to provide you with valuable insights. You can seamlessly integrate with your preferred time-tracking tool through our user-friendly integration feature. Organize your teams and clients based on various criteria such as department, location, or any other classification that suits your needs. Gain a complete overview of your agency's performance, highlighting both the highest-performing teams and the projects that may need attention. Analyze how your current performance stacks up against previous months, and access daily updates as well as monthly and yearly forecasts for the entire organization or specific teams. Evaluate crucial performance metrics like profit, revenue, and utilization across different teams, clients, offices, or any tailored category. Ensure all logged hours are accounted for and receive estimates on future hours expected from each team member. Additionally, monitor open invoices according to their due dates and identify which clients tend to settle their payments more promptly than others, offering valuable insights into your cash flow. This holistic approach enables agencies to make informed decisions and optimize their operations effectively.
API Access
Has API
API Access
Has API
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
$29 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
heroBI
Country
Israel
Website
www.herobi.io
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
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
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