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Average Ratings 0 Ratings

Total
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

Enhance your delivery and sales efficiency with RouteStar Solutions, the top-tier software for route management. Effortlessly generate tasks, oversee contacts, organize routes, and handle various inventory sites. Invoicing can be done seamlessly from either the field or the office. Say goodbye to redundant data entry by processing invoices right after completing a stop. Accept various payment methods, including credit cards, on-site. Instantly email signed invoices to your customers for their records. Enjoy a flawless two-way synchronization with QuickBooks, where payments and invoices processed in the field are mirrored directly into your QuickBooks system. Any customer information entered in either RouteStar or QuickBooks is automatically exchanged between the two platforms, streamlining your workflow and significantly reducing the risk of duplicate entries. This integration ultimately leads to improved accuracy and efficiency in your operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Google Sheets Yes 
QuickBooks Online Advanced No 

Integrations

QuickBooks Online Yes 
Google Sheets No 
QuickBooks Online Advanced Yes 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Pricing Details

$200.00/month
Software Subscription option or Software Purchase option
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 Yes 
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 Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

Westrom Software

Founded

2006

Country

United States

Website

routestarsolutions.com

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

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling Yes 
Driver Management Yes 
Emergency Dispatch Yes 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management Yes 

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