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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

Utilit-e Insight serves as a robust solution for accounting and financial information management tailored for the utility sector. It offers seamless integration across various modules, ensuring that, for instance, a time sheet entry reflects in the general ledger, work orders, and transportation. The user interface is designed to be intuitive, making it simple to read and navigate. It boasts powerful inquiry, drill-down, and reporting features, allowing users to create favorites for quick access to screens and reports. Additionally, it provides flexible financial reporting options. Many of its modules are workflow-enabled, which enhances efficiency throughout the organization. Specifically crafted for multi-service utilities, Utilit-e Insight leverages over 40 years of PCS's experience with utility partners to deliver a next-generation financial solution. Transactions are integrated across modules, and entries are automatically posted where relevant, streamlining the entire financial management process. This innovative design ensures that utility companies can operate more effectively and adapt to the evolving demands of their industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
QuickBooks Online Yes 

Integrations

Google Sheets No 
QuickBooks Online No 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
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 No 
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 Yes 
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

Professional Computer Systems

Website

pcs-csa.com/products-services/utilit-e-insight

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 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 Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Utility Billing

ACH Payment Processing No 
Account Management No 
Billing & Invoicing No 
Cable No 
Collections Management No 
Customer Management Yes 
Electricity No 
Meter Management No 
Metered Billing No 
Move In / Move Out No 
Natural Gas No 
Non-Metered Billing No 
Online Payment Processing Yes 
Penalty / Cut-Off Processing No 
Rate Management No 
Service Call Management No 
Trash No 
Water No 
Work Order Management Yes 

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