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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your financial transparency and profitability by evaluating your business's overall health, strengthening financial controls, and making informed decisions that promote agility and growth through detailed, real-time financial reporting, integrated analytics, and AI-powered insights. Seamlessly incorporate financial data into essential business operations and streamline monotonous tasks to enhance productivity, accommodate changing business models, and elevate financial performance. Additionally, reduce expenses and fine-tune spending across various regions by leveraging process automation, budget management, and comprehensive financial planning and analysis. Stay nimble in the face of shifting financial and regulatory landscapes with an intuitive, rules-based chart of accounts and a no-code configuration tool that simplifies tasks like regulatory reporting, electronic invoicing, and international payments. Businesses are successfully optimizing their financial processes with Dynamics 365 Finance, making it a vital tool for modern financial management. Embracing these strategies can lead to significant improvements in overall operational efficiency and financial success.

Description

The Executive Series offers a highly adaptable and fully integrated accounting solution designed for multiple companies, featuring robust drill-down capabilities. This accounting system can be accessed either through a web/cloud subscription model or through a traditional client/server deployment. Among its standard functionalities are document scanning, customizable security settings, file attachments, and the ability to manage workflow routing and approvals. With its multi-entity support, users can effortlessly handle hundreds of companies without needing to switch between them. A vast array of standard reports is at your disposal, which can be generated for individual companies, groups, or all entities simultaneously. The system includes automated workflows with built-in routing and supports both initial approvals and re-approvals. Additionally, flash note reminders enable users to determine specific times and locations for alert notifications. Report maintenance is made simple, allowing for easy report customization, and user-defined calendars can accommodate over 999 accounting periods for each fiscal year, ensuring flexibility in financial management. Overall, the Executive Series provides a comprehensive solution that enhances efficiency and streamlines accounting processes across multiple businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aonflow
Binary Stream Property Lease Management
Central Sales Assistant
Configure One Cloud
DailyPay
Evocon
Havenstar
LLumin
Microsoft Access
Microsoft Azure
Microsoft Cloud App Security
Microsoft Dynamics 365
Microsoft Dynamics Supply Chain Management
OnLearned
Oxalys
Scotty
TheTestMart
UnForm
VL OMNI
VendorTrl

Integrations

Aonflow
Binary Stream Property Lease Management
Central Sales Assistant
Configure One Cloud
DailyPay
Evocon
Havenstar
LLumin
Microsoft Access
Microsoft Azure
Microsoft Cloud App Security
Microsoft Dynamics 365
Microsoft Dynamics Supply Chain Management
OnLearned
Oxalys
Scotty
TheTestMart
UnForm
VL OMNI
VendorTrl

Pricing Details

$180 per user 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

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/finance/overview/

Vendor Details

Company Name

Searer Business Technology

Founded

2000

Country

United States

Website

sbtexecutiveseries.com

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

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