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ease
features
design
support

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Description

DepositFix is a comprehensive B2B payment and billing solution that streamlines the entire lead-to-cash journey by integrating payments, CRM, and QuickBooks into one cohesive platform. It accommodates various B2B payment needs, including ACH and eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing, facilitated through multi-gateway routing and embedded checkout forms. Additionally, it manages hosted payment pages, product catalogs, discount codes, and one-click upsells. The billing features encompass recurring and progressive billing options, automatic sales tax calculations, client self-service portals, and quote-to-cash workflows. Its invoicing capabilities include customizable invoices, bulk batch creation, pay-by-link options, Excel-based invoicing, and automated invoice presentment and reconciliation. Moreover, with seamless integrations for platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix provides a consolidated view of payment data, significantly reducing the need for manual data entry and reconciliation processes. This all-in-one solution not only enhances efficiency but also improves overall financial management for businesses.

Description

Accurate billing is increasingly essential, and our Billing Module, Gradient Synthesize, provides the tools you need to streamline the process. With it, you can: * Connect directly to usage data from over 80 vendors, with many more on the way * Easily review and approve any modifications * Effortlessly write back to your PSA, with integration options for 8 leading PSAs and additional ones in development * Gain immediate insights into revenue and profitability by service, allowing you to identify top performers as well as underachievers * Import usage data from any CSV format while saving profiles for future reference You can start with a standard integration and utilize the platform for free, or opt for the Pro version at $99 per month for unlimited vendor integrations. Gradient partners typically save over 10 hours each month on billing reconciliation and often discover thousands in previously unbilled revenue, highlighting the significant impact of efficient billing practices. With these features, your business can achieve greater financial clarity and operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Acronis Cyber Protect
Authorize.Net
Bill & Pay
CardConnect
Comet Backup
ConnectBooster
CyberHoot Autopilot
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
Microsoft Excel
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday work management

Integrations

Acronis Cyber Protect
Authorize.Net
Bill & Pay
CardConnect
Comet Backup
ConnectBooster
CyberHoot Autopilot
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
Microsoft Excel
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday work management

Pricing Details

$190 per month
Free Trial
Free Version

Pricing Details

$99/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

DepositFix

Founded

2014

Country

United States

Website

www.depositfix.com

Vendor Details

Company Name

Gradient MSP

Country

Canada

Website

www.meetgradient.com

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

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Alternatives

Alternatives

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