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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

OptimumHQ is a leading platform for business solutions that allows you to quickly create custom business solutions to complex business problems. Because of our platform's flexibility, each configuration can be implemented quickly and easily for each client. We are able to deliver custom solutions within days or weeks, rather than months or years. This is quite impressive. You can't customize the features of other software. This is what you have to do with other software. OptimumHQ can help you change that.

Description

Integrate Stripe and CRM data to automate customer revenue recognition, invoicing, and accounts receivable aging. With ease, you can delve into and navigate through annual recurring revenue, net revenue retention, logo retention cohorts, SaaS profit and loss statements, as well as your GAAP financial reports. Collaborate with experts who grasp your challenges and can assist you in resolving them effectively. Let Rillet AI optimize your closing process and streamline tedious workflows by summarizing them in just a few sentences. Conduct data analyses in mere seconds, eliminating the need for multiple data exports, complex pivot tables, and extensive lookups. A real-time synchronization from your CRM generates a revenue waterfall and deferred revenue schedules automatically. You can also effortlessly adjust existing contracts and establish tailored revenue patterns. Moreover, connect seamlessly with over 11,000 banks and credit unions, while our advanced machine-learning algorithms achieve a remarkable 90% transaction matching accuracy. This innovative approach not only saves time but also enhances your overall financial management efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Avalara
Brex
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
ITP
Justworks
Ramp
Rippling
Salesforce
Snowflake
Stackpack
Stripe
TaxJar
Taxwire

Integrations

Avalara
Brex
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
ITP
Justworks
Ramp
Rippling
Salesforce
Snowflake
Stackpack
Stripe
TaxJar
Taxwire

Pricing Details

$50/month
Free Trial
Free Version

Pricing Details

$199 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

OptimumHQ

Founded

2017

Country

United States

Website

optimumhq.com

Vendor Details

Company Name

Rillet

Website

rillet.com

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

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

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

Alternatives

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