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Average Ratings 2 Ratings

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ease
features
design
support

Description

Coconut seamlessly integrates with your bank account, allowing you to monitor your earnings, claim deductions, and calculate your tax liabilities efficiently. With a clear snapshot of your financial situation readily available, determining how much you can draw for personal use or reinvest into your business each month becomes a straightforward task. Our platform is designed to keep your bookkeeping organized and provide accurate estimates of your tax savings, ensuring you won’t face any unexpected financial surprises during tax season. You can generate and dispatch customized invoices while managing your earnings directly from the app, and our convenient reminders will assist you in keeping track of overdue payments. Additionally, we’ll calculate the amount you can withdraw after setting aside savings, either as personal income or for reinvestment to foster business growth. With just a single tap, you can easily access and review all your incoming and outgoing transactions, giving you a comprehensive understanding of your financial landscape. Overall, Coconut empowers you to maintain financial clarity and make informed decisions for your business's success.

Description

Connect and communicate with your customers efficiently while delivering the experience each customer demands, so you can grow faster, more profitably. When your customers have questions or need to get things done it’s important that you engage them effectively however they want. Your ability to create strong relationships with customers, foster loyalty, and ultimately drive profitable growth depends on it more than ever. Help customers quickly get answers or complete transactions on their own using self-service tools. Connect customers to the right resources when they need to meet face-to-face with a specialized expert. Empower employees with easy access to the information they need when customers need help. Our self-service solutions improve your customer’s experience, reduce call volumes, and drive growth and profitability for your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Calendar
Microsoft Outlook
Parsey
Salesforce

Integrations

Google Calendar
Microsoft Outlook
Parsey
Salesforce

Pricing Details

$5.02 per month
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

Coconut

Founded

2016

Country

United Kingdom

Website

www.getcoconut.com

Vendor Details

Company Name

Engageware

Founded

1999

Country

United States

Website

engageware.com

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

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

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Queue Management

Appointment Scheduling
Calendar
Communication Tools
Contactless
Customer Surveys
Dashboard
For Banks
For Government
For Healthcare
For Restaurants
For Retail
SMS Marketing
Supports Multiple Counters
Virtual Queue

Alternatives

Alternatives

Coconut Software Reviews

Coconut Software

Coconut Software Corporation