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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FinOptimal is an innovative accounting automation solution designed to enhance efficiency by removing manual tasks within QuickBooks Online, allowing for the automation of tasks such as accruals, journal entries, spreadsheet synchronization, and real-time reporting, which ultimately helps finance teams to close their books more quickly and accurately. The flagship offerings consist of Accruer, which automates prepaid expenses, deferred revenue, fixed assets, and payroll accruals simply by specifying the time frame; Booker, which enables seamless synchronization and bulk editing of transactions in Google Sheets that are directly linked to QuickBooks; and Wrangler, which provides dynamic and customizable financial reporting based on QuickBooks data. This software seamlessly integrates with existing accounting workflows without displacing them, ensuring continuous synchronization of verified data, preventing duplicate entries, and offering users access to audit-ready backups along with valuable financial insights whenever needed. By streamlining these processes, FinOptimal not only saves time but also enhances the overall accuracy of financial reporting for businesses.

Description

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installationβ€”users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Adobe Acrobat No 
Amazon Web Services (AWS) No 
Google Sheets Yes 
Microsoft Access No 
Microsoft Excel No 
Microsoft Office 2024 No 
Microsoft PowerPoint No 
Microsoft Word No 
QuickBooks Desktop Pro No 

Integrations

QuickBooks Online Yes 
Adobe Acrobat Yes 
Amazon Web Services (AWS) Yes 
Google Sheets No 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Office 2024 Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
QuickBooks Desktop Pro Yes 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FinOptimal

Founded

2014

Country

United States

Website

www.finoptimal.com

Vendor Details

Company Name

CoralTree

Founded

2009

Country

United States

Website

www.coraltreetech.com/qbox

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

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