Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
β Reminders offered in both English and Quebec French, tailored to the client's language preference
β Personalized escalation sequences allow for adjustments in timing, communication channels, and messaging for each step
β Seamless integration with QuickBooks Online and FreshBooks ensures automatic invoice synchronization
β The dashboard keeps track of client responses for easy management
β Automatic cancellation of reminders occurs upon payment confirmation
β Compliant with Law 25 and CASL/LCAP, ensuring client data is securely encrypted at rest
β 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
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
$29 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
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
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No