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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
Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced.
Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights.
Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps.
We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures.
Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others.
With these features, you can significantly improve your business operations and drive success more effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
APIANT
No
ClicData
No
Commusoft
No
ExpenseIn
No
Freshsuccess
No
Fundraise Up
No
Glew
No
Glue Up
No
HaloITSM
No
Integrations
QuickBooks Online
Yes
APIANT
Yes
ClicData
Yes
Commusoft
Yes
ExpenseIn
Yes
Freshsuccess
Yes
Fundraise Up
Yes
Glew
Yes
Glue Up
Yes
HaloITSM
Yes
Pricing Details
$29 per month
Free Trial
No
Free Version
No
Pricing Details
$100 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
No
Live Rep (24/7)
No
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)
No
In Person
No
Vendor Details
Company Name
FinOptimal
Founded
2014
Country
United States
Website
www.finoptimal.com
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
quickbooks.intuit.com/online/advanced/
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
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
Yes
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
