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ease
features
design
support

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Description

Harness the power of small business accounting software on Microsoft Azure to effectively manage your operations! With BizSight 365, you can easily generate sales orders, issue invoices, create purchase orders, monitor expenses, and handle your accounting seamlessly, including the ability to import bank transactions and allow customers to pay using credit cards. Additionally, you can track job time and manage your financial records, while also keeping tabs on prospects and following up on sales, all within one comprehensive platform. Invoicing becomes effortless; you can add detailed notes, set prices by customer and currency, and customize as well as email invoices, all while keeping track of your taxes and generating customer statements. You can effortlessly create and duplicate quotes with detailed notes, convert them into sales orders, and manage invoicing, including monitoring backorders and drop-ship purchase orders. Record vendor bills, along with credit and cash expenses at either a financial or item level, and easily create and email purchase orders. Stay on top of your inventory with features that allow you to receive and update stock levels, and if managing your inventory is crucial for your business, BizSight equips you with effective tools for inventory control, physical counting, and cost management, ensuring you have everything you need to succeed. With all these features, BizSight 365 is designed to streamline your business operations and enhance overall efficiency.

Description

Transform your PDF purchase orders into sales orders within your ERP system in an instant. This remarkably efficient and scalable automation solution, Lucy, seamlessly processes PDF orders that customers send via email. Operating continuously, emails are monitored, purchase orders are interpreted, and corresponding sales orders are generated in your ERP system, all within moments. Items can be prepared for shipping almost immediately, ensuring a smooth workflow with no errors, downtime, late orders, or extra costs. Whenever a client sends a system-generated purchase order to your inbox, you'll receive an immediate notification. I'll assist you in mapping any essential details from your purchase orders, and this process will only need to be set up once. Sit back and relax as I convert this purchase order, along with all subsequent orders, into an ERP sales order in mere seconds. Experience a reduction in your cost-to-serve and watch as orders move out swiftly. You can even utilize your own test orders to experience Lucy's functionality firsthand. There is no need for access to your data or systems during this process. For the initial 14 days, enjoy unlimited order lines without any charges during the trial period, allowing you to fully explore the capabilities of Lucy. It’s time to streamline your order processing like never before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MYOB AccountRight
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
NetSuite
PayPal
Pronto Xi
SAP Cloud Platform
Telerik Test Studio
Thomson Reuters Compliance Learning

Integrations

MYOB AccountRight
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
NetSuite
PayPal
Pronto Xi
SAP Cloud Platform
Telerik Test Studio
Thomson Reuters Compliance Learning

Pricing Details

$15 per month
Free Trial
Free Version

Pricing Details

$850 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

BizTechnologies

Founded

2002

Country

United States

Website

www.biztechnologiesonline.com

Vendor Details

Company Name

Lucy

Founded

2017

Country

Australia

Website

www.letlucy.com

Product Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Product Features

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Alternatives

Alternatives

Inventory Interface Reviews

Inventory Interface

Gerald Drouillard