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Description
Athena Workflow is a software solution specifically designed for accounting practices, aimed at streamlining their operational processes. This task management tool helps enhance your efficiency by saving precious time and money while keeping your practice organized. With its features for job management, task delegation, and real-time updates, you can confidently complete your work promptly, catering to the unique demands of each client. Our objective is to provide accounting professionals with a North American software crafted by accountants, ensuring that the organization of accounting tasks is both effective and efficient, while securely storing various digital information. By equipping accounting firms with a comprehensive software solution, we strive to support the broader goals of most accounting practitioners and promote eco-friendly practices, ultimately contributing to the well-being of our planet. In this way, Athena Workflow not only serves as a time-saving tool but also reinforces a commitment to sustainability in the accounting industry.
Description
Monitor your invoice transactions by receiving notifications on when your client views, downloads, and settles their invoice. Implement automated invoicing that regularly generates and dispatches bills to your clients on a set timetable. Additionally, we will send automated reminders for any invoices that remain unpaid past their due date. You will receive a comprehensive Statement of Success that clearly outlines your earnings for easy comprehension. Design a user-friendly online store that reflects your unique colors and branding. Generate quick checkout links to facilitate sales through social media platforms and email communication. Additionally, you can create embedded buttons that direct customers to the checkout page and place them on your website. Enjoy rapid product creation with a variety of features included, and efficiently filter and manage the statuses of your sales orders. You can also categorize your invoices based on criteria such as invoice number, client, date, amount, and payment status for better organization. This streamlined approach ensures you stay on top of your financial activities with ease.
API Access
Has API
API Access
Has API
Integrations
Docusign
ERPLY Books
Easyflow
IRS POS
QuickBooks Online
Quickwork
Square Appointments
Square POS
Square Payments
Square Payroll
Integrations
Docusign
ERPLY Books
Easyflow
IRS POS
QuickBooks Online
Quickwork
Square Appointments
Square POS
Square Payments
Square Payroll
Pricing Details
$249 per year
Free Trial
Free Version
Pricing Details
No price information available.
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
Athena Workflow
Country
United States
Website
www.athenaworkflow.com
Vendor Details
Company Name
Emit Knowledge
Founded
2012
Country
Macedonia
Website
www.envoice.in/
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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
