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Description

Utilize Kiwili to safeguard the financial stability of your small enterprise. Oversee your expenditures and income, produce accounting summaries, and assess your cash flow and budget, among other capabilities! This all-in-one software provides every accounting feature you require to maintain control over your finances at any moment. Ensuring prompt payment for your services should be straightforward and intuitive. With Kiwili, you can craft professional invoices and estimates, accept online payments securely, and handle your financial statements with ease. Tailored specifically for freelancers and small businesses, Kiwili’s fully online billing and invoicing solution saves both time and resources. Transition from a potential client to a satisfied customer seamlessly with Kiwili’s CRM. Whether you need to manage your client database, execute follow-ups on prospects, or collaborate with your team, our CRM equips you with all the necessary tools to oversee your business operations effectively. The process of managing customer relationships has never been more streamlined or user-friendly, allowing you to focus on what truly matters—growing your business.

Description

Envision your financial transactions, establish intelligent routing protocols, and manage everything seamlessly through a robust platform. Gain control over the allocation of your funds across various accounts with an interactive UI money map that adapts to your needs. Leverage automation driven by smart rules and conditional statements to enhance your savings while also investing and fine-tuning your finances. We integrate with all types of accounts including checking, savings, brokerage, credit cards, and cryptocurrency wallets. The Sequence feature is actionable, allowing you to implement your financial strategies directly from the platform. Instantly transfer funds between all your accounts, and efficiently route and automate your finances to the optimal account at the appropriate time, aiding in debt reduction and providing a comprehensive view of your financial situation. Take your financial management to new heights with conditional logic, including innovative flows created with IF statements to optimize your resources. Additionally, you can invite a partner or a financial advisor to collaborate as an editor, ensuring that all stakeholders are informed and engaged in your financial journey. This collaborative approach not only fosters transparency but also enhances decision-making for better financial outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9.95 per user per month
Free Trial
Free Version

Pricing Details

$6.99 per month
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

Kiwili

Founded

2011

Country

Canada

Website

www.kiwili.com

Vendor Details

Company Name

Sequence

Country

United States

Website

www.getsequence.io

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

Alternatives

Alternatives