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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
Relanco streamlines the process of sending overdue invoice reminders through SMS and email, specifically designed for contractors in Canada. By integrating with QuickBooks Online or FreshBooks, it efficiently syncs invoices, tracks due dates, and delivers reminders that escalate according to a set schedule. Once a payment is confirmed, all reminders are automatically terminated.
✔ Reminders offered in both English and Quebec French, tailored to the client's language preference
✔ Personalized escalation sequences allow for adjustments in timing, communication channels, and messaging for each step
✔ Seamless integration with QuickBooks Online and FreshBooks ensures automatic invoice synchronization
✔ The dashboard keeps track of client responses for easy management
✔ Automatic cancellation of reminders occurs upon payment confirmation
✔ Compliant with Law 25 and CASL/LCAP, ensuring client data is securely encrypted at rest
✔ Options for manual data entry or CSV import are available, eliminating the need for accounting software
Designed specifically for plumbers, electricians, HVAC technicians, and general contractors throughout Canada, Relanco enhances financial communication and efficiency. This innovative tool not only saves time but also helps contractors maintain healthy cash flow through effective reminder management.
API Access
Has API
API Access
Has API
Screenshots View All
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Pricing Details
$29 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
FinOptimal
Founded
2014
Country
United States
Website
www.finoptimal.com
Vendor Details
Company Name
Relanco
Founded
2026
Country
Canada
Website
relanco.ca
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
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing