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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.

Description

Robust software for accounting and business management is here to streamline your operations. It allows you to manage invoices, expenses, payroll, inventory, multi-currency transactions, and detailed job tracking seamlessly. The AccountRight software for PCs ensures that you stay organized and in control of your finances. You can easily notify the ATO and assist in preparing monthly declarations with minimal effort. Stay informed with automatic updates on exchange rates, perform manual comparisons, and effortlessly connect with foreign bank accounts. Keep track of your time and financial expenditures, assessing how they align with your budgets and profit goals. With advanced and user-friendly inventory management capabilities, you can proactively identify your top-selling items and those that may not be performing well. The software also enables you to create and send customized, professional invoices and quotes directly from any device. Automated reminders for invoices can be set up, and you can track their status to see when they have been viewed and paid. Customers can view all outstanding invoices in one convenient location, and payments can be processed through various methods, including AMEX, Visa, Mastercard, and BPAY. Cash flow updates occur immediately upon receipt of payment, ensuring you always have a clear picture of your financial situation. Additionally, the software's intuitive design makes it easy for users at all levels to navigate and utilize its comprehensive features effectively.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

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Integrations

BestCPQ
Castaway
Cenario
ExakTime
Fedelta Point of Sale
HitPay
Inzant Sales
Lyftrondata
MYP
Martus
NextMinute
Paymate Software
Planergy
RosterElf
SSIS Integration Toolkit
Smoothlink
StayOnHire
ToolBox
Tradiecore
Uptick

Integrations

BestCPQ
Castaway
Cenario
ExakTime
Fedelta Point of Sale
HitPay
Inzant Sales
Lyftrondata
MYP
Martus
NextMinute
Paymate Software
Planergy
RosterElf
SSIS Integration Toolkit
Smoothlink
StayOnHire
ToolBox
Tradiecore
Uptick

Pricing Details

$15/month, seats included
Free Trial
Free Version

Pricing Details

$35 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

Chalmsy LLC

Founded

2026

Country

United States

Website

www.chalmsy.com

Vendor Details

Company Name

MYOB

Founded

1991

Country

Australia

Website

www.myob.com/au/accounting-software/accountright

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Payroll

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

Alternatives

No Alternatives

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