Business Software for QuickBooks Accountants

B2B SaaS companies use ChartMogul Subscription Analytics and CRM to measure, understand, and grow their recurring revenue. - Report and benchmark your key SaaS metrics to the market. - Analyze your data and find how to grow recurring revenue faster. - Full suite of data cleaning, auditing, and editing tools. - Manage sales opportunities, create tasks, and contact customers. ChartMogul plays nicely with your tech and data stack with a range of APIs and integrations including Stripe, Chargebee, HubSpot, Intercom, Slack, Snowflake, Amazon S3 and plenty more.

We have created a system that is so simple and easy to understand that anyone can use it. You can navigate the system with ease using a friendly interface. Automating manual tasks that are prone to error by humans will increase your productivity. Make data-driven decisions to get the best results quickly. Invest time in your business and focus on what you enjoy doing most: creating. You can see your costs clearly to protect your margins and gross profit. You'll never again under- or over-order thanks to a comprehensive and precise analysis. Work more efficiently and gain complete transparency over your business. You can quickly make data-driven decisions by monitoring your performance. Plan ahead by transferring insights from one collection into another. Zedonk will help you achieve a sustainable, scalable and successful future.

Teambook provides an intuitive, visual, cloud-based solution for project team planning, medium-term capacity planning and real time (timesheet) monitoring. These three modules are based on two sets of master data, Projects and Users, whose management is facilitated by an adapted and intuitive ergonomics. Finally, the tool is completed by a flexible and efficient reporting system. 1. Project resource planning : Teambook's Planning module gives you an instant, real-time overview of your teams' occupancy, showing you “who's doing what and when”, as well as “who's available or not”. On this basis, you can allocate your resources to future projects by simply clicking and dropping. This information can be synchronized in real time in your collaborators' calendars to inform them of upcoming tasks, without them having to register with Teambook. 2. Capacity management : The Capacity module presents your resource load rates and project staffing over a 6 to 24 month horizon ... and enables you to anticipate possible future over- or under-capacity! Although you can use the Capacity module as a stand-alone tool, you can also easily synchronize or copy information from operational planning, then complete the information for the more distant future. Finally, features will help you to automatically distribute workload to resources, so you can easily simulate planned utilization. 3. Track actual time spent on projects: Teambook's Actuals module enables all users to enter their timesheets, as well as project managers to validate them. Instead of entering data, it is possible to use operational planning data to pre-fill timesheets. Finally, the approval system enables planners/project managers to check the data entered, approve it and, if necessary, download it.

Gearco creates products that enable owners and their teams manage guest operations, drive revenue and reduce risk for long-term extended stay properties. Gearco is a well-oiled machine that is built on the expertise of dedicated team members who have industry knowledge and are skilled in product delivery. Your front-desk will manage your day-today business functions such as property revenue collection, customer transactions and security control. It will also manage inventory management, maintenance tasks and tax tracking. Remote management will be possible from any location in the cloud. - Manage small to large rooms with one or more properties. - Our enterprise platform can be used for any size or count of property. - You need a system that can handle multiple markets or hybrid properties. To track guest activity, keep a detailed and long-lasting log of all stays. Flexible dynamic rates and online channel management can increase your revenue.

Tendenci - Open Source Association Management Software (AMS), designed specifically for non-profits and associations. Engage your members and grow your organisation with Tendenci Tendenci is an All-In-One Open Source AMS Software Solution that is specifically designed for complex, multi-chapter international and national organizations. It can also be scaled down to assist local clubs in moving from spreadsheets to an online AMS. Let's take your association to all corners of the globe! All the tools you need for managing your members. Do you need a particular feature? You need a global payment experience with a variety of languages? We have you covered. This is the power of open-source! Our mission is to connect and organize the world's people. Do Good.

Cledara is the All in One SaaS Management Platform that Companies Love. Cledara gives you visibility and control over all your SaaS subscriptions, so your company can scale operations, comply with regulations, and save money. "Thanks to Cledara we were able to keep the size of our finance department, even though our headcount doubled." Grace Wildsmith - Management accountant @ Unmind

Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.

CleanGuru is today’s 'All-in-One’ software for small and medium-sized residential janitorial businesses and startups. It offers bidding, scheduling and timekeeping solutions, invoicing, and inspection. CleanGuru is today’s most popular janitorial or maid service bidding system - used by thousands of cleaning companies to generate over 500,000 proposals over the past 15 years! CleanGuru is the only 'autoload' app that directly pulls from bids. CleanGuru's 'areas to inspect' are exactly the same as 'areas in bidding'! Get the following free cleaners: Get the following FREE Cleaners! Simple Invoicing Drag & Drop Scheduling! Mobile Timekeeping App GPS Monitored Geofence Ready-to-Use Advertising! Notifications and Alerts

Software for managing any type of fund administration, including mortgage pool/fund management. Supports equity shares and debt. Flexible and efficient reporting and distribution of payments. Perfect for mortgage pools, crowdfunding and partnerships. Pay shareholders by check or electronic payment via ACH/EFT. Reinvest, cash out. Complete solution for U.S. Reg. D 506 Private Offerings, (U.S. Investment Funds), and Canadian MICs. Our software will make your fund fly!

NextMinute is job and project management software designed for tradespeople in Australia and New Zealand. Built with construction crews in mind — from builders and landscapers to roofers, carpenters, and renovation teams — it simplifies admin and keeps your business on track. Easily create professional quotes using supplier pricing, assign tasks, track site hours, manage variations, and stay across job costs in real time. NextMinute connects directly with Xero, MYOB, and QuickBooks, helping you avoid double-handling and streamline payroll and invoicing. Your team can use it on phones, tablets, or desktops, wherever they’re working. Backed by top-rated support and local expertise, it’s job software built for tradies, not spreadsheets. Try it free for 10 days.

Levitate is a relationship marketing and client engagement platform built to help organizations communicate in a personal, authentic way. The platform brings together email marketing, social media scheduling, personalized texting, websites, handwritten cards, surveys, review generation, AI content assistance, and success specialist support. Users can send personal-feeling emails at scale, schedule industry-specific social posts, text contacts, build a stronger online presence, and generate more 5-star reviews. Levitate’s dedicated success specialists help with onboarding, strategy, and ongoing marketing guidance so teams do not have to manage engagement alone. Its Authentic Intelligence approach combines AI efficiency with human guidance to help users create genuine content quickly. The AI assistant can draft new emails or social posts, rewrite existing content, and adjust style for different audiences. Levitate is designed to help businesses stay connected with clients, donors, colleagues, referral sources, prospects, and volunteers. The platform integrates with everyday systems such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and other tools. By combining communication channels, AI, content support, review tools, and human strategy, Levitate helps relationship-driven organizations stay top of mind and grow through authentic outreach.

Vertex360 is a robust NDIS software designed to enhance the efficiency of disability support services with its extensive features. It offers advanced rostering for optimized staff scheduling, comprehensive human resource management, and detailed participant management for personalized care. The software also includes risk management, roles and permissions for secure operations, support coordination, and incident management to boost service delivery and safety. Dynamic forms facilitate documentation, digital agreement generation reduces administrative workload, and NDIS compliance is ensured. Additionally, the provider dashboard offers real-time insights, and the worker's mobile app provides on-the-go access to essential information.

Financial & Business Planning Software for Startups and SMEs - Modeliks Create a fundable pitch deck, business and financial plan and investor reports. Guided business planning software. No experience required. Modeliks can help your startup and/or SMEs build a professional financial model; create an investor ready pitch deck or business plan and report to investors with automated dashboards. with easy to use interface no business planning experience is required. Modeliks guides you through the process. With its intuitive interface you can create investor-ready Pitch Decks , bank-approved Business plans, Driver-Based Financial plans, and powerful Financial Reporting Tools. The Financial Forecast enables you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan with no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts for monitoring & tracking your actual business performance vs your plan and previous periods. Furthermore, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders.

Haletale is property management software for property managers operating portfolios of 50+ doors across single-family rentals, multi-family buildings, commercial properties, mixed-use buildings, student housing, coliving, and affordable housing. The platform automates rent collection, leases, maintenance, accounting, reporting, and tenant communication. What Haletale does: - Automated rent collection with auto-reconciliation, recurring invoices, on-time discounts, and Ontario Form N1–compliant rent increases - Lease management with custom templates, e-signatures, tenant portals, screening, and renewals - Property accounting with deposits as liabilities, tenant credits, two-way QuickBooks sync, and branded owner reports - End-to-end maintenance with vendor logins, photo uploads, and per-unit history - Integrated AI that answers plain-English portfolio questions on rent, occupancy, maintenance, and owner financials Who uses Haletale: Property managers running 50+ doors — single-family portfolios, multi-family buildings, commercial and mixed-use properties, student housing, coliving, affordable housing, and mobile home and RV park operators across Canada and the US. Why customers switch: - 24-hour setup with full migration from Buildium, DoorLoop, AppFolio, Rent Manager, or Hemlane - Real human support, not chatbots or ticket queues - White-label deployment with custom domain and branding - Rated 4.8★ on Capterra and GetApp

Scoop is the best thing that has happened to data since spreadsheets. Instantly unlock all your business data. Scoop allows you to combine and analyze data anywhere for better decisions. You can forget about all the resources and tools you need to get answers from your data. Scoop lets you do everything from data collection, spreadsheet analysis and visual data stories in one platform. Data from your business applications can be automatically collected and blended together. Scoop allows any application to push data, without requiring pre-built connectors and custom APIs. Create master datasets for analytics, visualizations and more, using your spreadsheets. Scoop automatically updates your data. From scooping up data from applications to prepping data in spreadsheets, to analyzing and presenting visual data stories. No data team or technical setup is required. Blend data from multiple sources to create beautiful data stories using live, shareable data.

Upvoit is a modern Field Service Management software designed to help service businesses simplify operations, save time, and work more efficiently. From scheduling and technician dispatching to CRM, work orders, estimates, invoicing, payroll, customer communication, and real-time job tracking, Upvoit brings your essential field operations together in one platform. With Upvoit, you can: ✅ Schedule and assign jobs with ease ✅ Turn customer emails into actionable work orders ✅ Create and manage bulk jobs in minutes ✅ Monitor technicians and job progress in real time ✅ Create quotes and invoices faster ✅ Keep customers informed at every step ✅ Automate repetitive administrative tasks ✅ Get actionable reports and insights to make better decisions Upvoit helps field service teams reduce manual work, stay organized, improve productivity, and deliver better customer experiences while growing their business. Book a demo today and see how Upvoit can simplify your field service operations.

Enhance your operational efficiency with Easy Truck Shop, where you can achieve exceptional oversight by effortlessly monitoring all scheduled tasks from a single, cohesive platform. The system allows for the seamless creation and management of work orders, guaranteeing that every task is tracked and finished punctually. You can also accurately log employee hours, which aids in managing labor expenses while boosting overall productivity. Generating precise quotes and estimates for your clients becomes a quick and straightforward process. Additionally, you can monitor the status of each repair job from beginning to end, ensuring that all work is completed on schedule and meets high-quality standards. The platform facilitates communication by allowing you to send authorization links to clients for approving estimates or invoices, minimizing potential misunderstandings and disputes. Furthermore, you can instantly add parts to work orders by scanning QR codes, thereby streamlining inventory control and reducing the time spent on manual entry. Efficiently plan and schedule maintenance services for your customers' vehicles, attaching saved parts to the preventive maintenance service, which helps in keeping their trucks operating at peak performance. This comprehensive approach not only saves time but also enhances the overall customer experience, making it easier for you to manage your business effectively.

ScanPay serves as a comprehensive mobile platform that integrates payment processing with job management, specifically designed for professionals in the field service industry such as plumbers, electricians, cleaners, and landscapers. This innovative solution merges user-friendly tap-to-pay capabilities with robust features for creating jobs, scheduling appointments, and dispatching services, all conveniently available on mobile devices without the need for additional hardware. With ScanPay, field service professionals can streamline their operations and enhance their efficiency on the go.

GlassJar offers a fresh, user-friendly approach to accounting, aimed at simplifying and optimizing financial management. By reducing the number of steps required for common accounting tasks, GlassJar enables businesses to enter transactions, manage bills, track expenses, and generate unlimited custom reports with ease. Designed to reduce the pain points of traditional accounting software, GlassJar integrates seamlessly with banking systems and supports features like budgeting, check printing, and sales tax management. It’s the ideal tool for businesses looking for a simpler, more efficient way to handle their finances without the complexity of outdated solutions.

Illumify offers a comprehensive ERP solution tailored specifically to the unique needs of the cannabis industry, enabling businesses to streamline and automate key operations from cultivation through distribution. The platform supports multi-entity accounting, allowing cannabis companies to easily consolidate financials across various brands and states, with detailed reporting on balance sheets and SKU performance across different markets. Illumify utilizes AI-driven automation to optimize production planning and inventory management by forecasting demand and scheduling production runs with precision. Its advanced reporting capabilities provide real-time insights into sales, expenses, and operational efficiency, empowering data-driven decision-making. The platform ensures regulatory compliance by integrating with METRC and BioTrack, helping businesses navigate complex cannabis regulations effortlessly. Illumify’s industry-specific focus means it addresses cannabis operational challenges that typical ERP systems overlook. The software is designed to boost efficiency, reduce manual errors, and increase profitability. Businesses can easily schedule demos or start free trials to experience the benefits firsthand.

Instant Invoice offers a complimentary online platform for generating invoices, specifically tailored for freelancers, independent contractors, and small businesses that require a straightforward way to issue professional-looking invoices without the complications of intricate accounting software. You can swiftly create well-designed invoices in mere seconds without any need for registration. Just input your information, include line items, applicable taxes, and discounts, then you can either download the invoice as a PDF or send it directly to your client. It supports over 50 currencies, making it an excellent choice for those doing business internationally. Select from a variety of expertly crafted templates suited for various sectors, including Business, Freelancing, Technology, Healthcare, and more, available in PDF, Word, and Excel formats. If you're looking for an even quicker solution, take advantage of the AI Invoice Generator — simply articulate your invoice requirements in straightforward language, and you'll receive a downloadable PDF in no time. For those who want enhanced features, you can upgrade to the Pro version for a reasonable $7 per month, which includes unlimited invoices, payment buttons, client management tools, and revenue tracking capabilities. Alternatively, you can purchase a one-time credit pack starting at just $1, allowing you to avoid any subscription commitments. This flexibility ensures that you can choose the service that best fits your business needs.

CapOut is an innovative platform that utilizes AI technology specifically designed for roofing and restoration contractors. When a scope PDF is provided by an insurance adjuster, CapOut meticulously analyzes each line item, transforming it into a structured ESX file that can be seamlessly uploaded into Xactimate. It calculates potential profits by trade, utilizing the actual material prices and labor costs of the contractor, and produces ready-to-use material and labor orders categorized by trade, all from just one PDF upload. For professional users, there is the option to implement personalized pricing and labor cost strategies, ensuring that the profit overview accurately represents their specific cost framework rather than relying on generalized industry standards. Additionally, CapOut features an AI Claim Assistant that aids contractors in pinpointing line items that may be disputed and identifying any gaps in the scope. Developed by an experienced contractor who managed insurance restoration projects for over 15 years, CapOut emphasizes the importance of the transition from scope to production as a vital workflow rather than a mere afterthought, ensuring efficiency and reliability in the process. This attention to detail enhances the overall effectiveness of managing restoration projects in a competitive market.

InvisaClaim stands out as the premier all-in-one revenue platform, leveraging AI to enhance Revenue Cycle Management by streamlining denial management, appeals, prior authorizations, and compliance with the No Surprises Act for billing companies and RCM teams. Users can upload or utilize a live feed to submit denial letters or 835 ERAs, allowing the AI to swiftly extract essential patient information, CARC/RARC codes, CPT/ICD-10 codes, amounts, and deadlines, subsequently generating tailor-made appeal letters for over 30 payers in just one minute. The system comprises various modules, including a Denial Workbench, NSA/IDR for eligibility verification and QPA capture, Prior Authorization, Pre-Check AI, A/R aging, NPPES NPI verification, deadline alerts, and a comprehensive audit trail. In addition, InvisaClaim seamlessly connects with your clearinghouse and EHR systems, boasting integration partnerships with notable entities such as Change Healthcare/Optum for features like ERA, eligibility checks, claim status, and prior authorizations, while Availity integration is currently underway and Waystar facilitates Provider Access Requests. Furthermore, strategic EHR collaborations with Athenahealth are in the works, alongside the implementation of a FHIR R4 layer for interoperability with Epic and Cerner systems, ensuring a robust and flexible service. With a commitment to security, InvisaClaim adheres to HIPAA compliance and holds SOC2 certification, demonstrating its dedication to maintaining the highest industry standards.

CloudAgg offers cloud-based ticketing and inventory management software designed specifically for operations that handle or sell materials via truck scales, including quarries, sand and gravel pits, mining sites, waste management facilities, scrap metal recycling businesses, and concrete production plants. This innovative platform allows users to manage their scale operations from any web browser, enabling the weighing of incoming and outgoing loads while posting tickets that reflect real-time weights retrieved directly from various compatible indicators like Rice Lake, Mettler Toledo, Cardinal, Fairbanks, Avery Weigh-Tronix, and other RS-232/TCP indicators, eliminating the need for hardware replacements or the management of a dedicated scale-house computer. Among its standout features are the browser-based weigh-in/weigh-out ticketing that integrates live scale readings, an integrity-verified audit trail that ensures weight data remains unaltered in compliance with NTEP and Measurement Canada standards, a comprehensive product catalog that includes standard rates, customer-specific pricing agreements, and customizable overrides for individual orders, as well as real-time dashboards that provide insights into inventory levels, live tonnage, sales performance, and truck activity. Furthermore, CloudAgg streamlines operational efficiency by consolidating all relevant data in one accessible platform, empowering businesses to make informed decisions swiftly.

PandaCue is a modern business management platform built for salons, spas, and beauty wellness businesses. It brings online booking, payments, reporting, integrations, and client communication into one simple system, helping teams reduce manual work, stay organized, and run daily operations with more clarity. Designed for growing beauty businesses, PandaCue helps owners and teams manage appointments, track payments, monitor performance, and respond to clients through a unified inbox. Instead of switching between disconnected tools, salons and spas can use PandaCue to simplify operations, improve the client experience, and manage their business from one place. 𝗪𝗵𝗮𝘁 𝗣𝗮𝗻𝗱𝗮𝗖𝘂𝗲 𝗗𝗼𝗲𝘀 PandaCue is an all-in-one business management software built for beauty and wellness businesses, with a strong focus on salons and spas. It helps businesses manage online booking, calendar scheduling, payments, gift cards, client experience, client management, unified inbox, memberships, custom forms, marketing campaigns, automations, website building, and integrations from one simple platform. 𝗖𝗼𝗿𝗲 𝗕𝗿𝗮𝗻𝗱 𝗜𝗱𝗲𝗮 PandaCue brings the essential tools beauty and wellness businesses need into one modern platform. Instead of using disconnected systems for appointments, payments, communication, marketing, reports, and operations, businesses can use PandaCue to manage everything from one place.