Business Software for QuickBooks Desktop Pro

CDS is the partner of preference for independent specialty retail businesses that want an extra edge. Our team of Retail Pro experts can help you navigate changes in the market to ensure you stay ahead. We can help you keep your retail business modernized and maintained in an ever-changing retail market.

AP Automation for small and medium sized companies: Easy to use | Fast setup | Excellent user ratings - Invoice data capture, approval workflow, and invoice archive and audit. For larger organizations PO matching and purchasing automation.

Omnna, a business platform that consolidates all your products and people into one database, gives you visibility and control over your company.

Howdy Design, development, and the best jokes... We've got It All. FireHawk pushes our knowledge and experience to quickly move forward for our clients and ourselves. This is OUR difference. We keep moving forward, learning and growing to be better developers, better people, and a better company. What can we do to help you? We are your one-stop shop! We can help you bring your app idea to life, reinvent the way that you do business, and every social media campaign and website in between. Client Relationship Management. Our CRM is a platform that can transform any business, regardless of industry or stage. Ask for a demo! Design & Development. We can help you create beautiful solutions to creative problems, whether it's a new app, a stunning website, or rebranding. Marketing & Consulting Our experts are available to help you transform your business by providing professional feedback

Our Accounting Data as a Service API allows you to connect to all major accounting service providers. You can quickly build and deploy your application with just a few lines code. Get more accurate and complete information about your customers for a fraction of the market price You can see what your customer sees directly from the source. A beautiful front-end module is available to collect accounting data from your customers in real time. It is optimized to optimize conversion rates. All major accounting software providers are supported. This allows you to access financial transactions, insights, and reports on your customers on-demand. Developers can begin within minutes and have their software deployed within hours. We created the easiest and fastest API to meet all your accounting data requirements.

Field Service Cloud makes it easier for landscape maintenance companies to manage customers, scheduling work orders, pesticide use, estimates, invoices and irrigation. This allows them to make better and more profitable decisions. Field Service Cloud makes it easy to plan routes, manage work orders, track material usage, and replace paper, phone calls, texts, and internet shared folders by replacing them with a database accessible via a website or mobile application. It is much easier to manage field operations from anywhere and at any time by having all data stored in a cloud database.

Rightworks is a comprehensive IT solution tailored for accounting and tax firms that streamlines cloud hosting, cybersecurity, and fully-managed IT support into a single, easy-to-use platform. Designed to enhance productivity and security, it offers secure access to accounting applications such as QuickBooks Desktop and QuickBooks Online with robust single sign-on capabilities. Over 10,000 accounting firms, including more than half of the top 25, trust Rightworks for its specialized focus on their unique needs. The platform actively prevents 1.5 million cyber threats monthly through round-the-clock monitoring by dedicated IT security experts. Rightworks has more than two decades of deep accounting industry experience, making it uniquely qualified to anticipate and solve challenges facing firms today. Customers benefit from award-winning, 24/7 support that ensures business continuity and quick issue resolution. By consolidating IT services, data protection, and app management, Rightworks helps firms future-proof their operations in a rapidly evolving digital landscape. Their goal is to simplify technology management so accountants and tax professionals can work smarter and safer.

eRequisition, a web-based platform, simplifies the collection and management of data for purchase requisitions. Using eRequisition, users can request goods or services using the user-friendly interface. This includes information such as item descriptions, specifications, quantity, previous procurement rates, stock in hand, order, and vendor codes or names. eRequisition streamlines the purchasing process and allows for the monitoring of expenditures. eRequisition synchronizes with accounting systems in order to convert requisitions into purchase orders. It also tracks all dialogue between reviewers to be used for auditing. The program's receiving feature allows users to receive their purchases in an easy and hassle-free way. eRequisition removes the difficulties of collecting data on purchase requisitions, while also providing significant benefits to organizations.

Optimize Field Service Operations: Lexul Field Service enables clients to fully enhance their field service workflows by gathering accurate data, facilitating real-time invoicing for improved efficiency. Accelerate Payments: Enhance cash flow by ensuring quicker payments as you transition seamlessly from work requests to invoicing without any interruptions. Coordinate Teams: Effectively manage and direct field crews using tailored inspections, optimized routes, and clear scopes of work, all while maintaining high-quality standards for each technician's output. Equip Technicians: Ensure that technicians are fully prepared for their tasks with a well-defined scope of work prior to arriving on site. Lexul Field Service empowers you to capture comprehensive information from the designated employee consistently, eliminating the reliance on notepads or disjointed software systems. Both management and technicians are fully prepared for each job, with access to essential documentation, historical job data, time tracking, jobsite photographs, scheduling details, customer information, and much more, resulting in a more cohesive and efficient operation.

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

The Agave API provides a consolidated interface for accessing and managing data from various software solutions that are frequently utilized in the construction and field services sectors. Our integration capabilities encompass a range of applications related to project management, scheduling, finance, document storage, and beyond. By implementing these integrations, companies can enhance their sales potential and improve customer loyalty. Nonetheless, the construction technology landscape is often fragmented and compartmentalized, making the development and upkeep of integrations a challenging task. Integrating with a single system can take several months, and the ongoing monitoring and maintenance of these connections may consume hours each week. Agave streamlines this process by enabling users to interact with multiple systems of record within the construction industry, thereby facilitating sales growth and customer retention. Our unified API allows for seamless data exchange from various source systems, which users authorize your application to access, simplifying the integration experience significantly. This efficiency not only saves time but also helps businesses adapt more quickly to changing technology needs.

Refold.ai is a full-stack AI integration platform that solves enterprise integration challenges by automating workflow creation, data mapping, and testing across hybrid environments. It enables software teams to build complex multi-step workflows and manage legacy systems such as SAP, Oracle Fusion, and Workday Finance with ease. Its unique memory graph technology anticipates API version conflicts and endpoint failures while offering real-time adaptation and self-healing workflows. Refold’s marketplace supports instant integration with 100+ enterprise applications, complemented by seamless authentication, audit trails, and observability features. The platform can be deployed on cloud, self-hosted, or within customer environments, supporting major cloud providers and air-gapped networks. Refold accelerates integration delivery, helping teams reduce delays, improve scalability, and win enterprise deals faster. Use cases include solution engineering to build demos, professional services to speed delivery, product teams to embed integrations, and AI teams powering internal agents. With certifications like SOC 2, ISO 27001, GDPR, and HIPAA compliance, Refold ensures enterprise-grade security.

OnBatch is a comprehensive cloud-based platform tailored for batch manufacturing and distillery management, aiming to consolidate various functions such as inventory, purchasing, production, warehousing, sales/CRM, and regulatory compliance into one cohesive system. Its inventory and purchasing features enable users to monitor the journey of raw materials to finished products, implement conditional pricing strategies, and optimize the bill of materials for a more efficient production process. The manufacturing section facilitates the management of custom, repeatable, and scalable production workflows, complete with version control, equipment oversight, and precise batch costing that accounts for factors like labor, energy, and losses known as “angel’s share.” Additionally, the warehousing capabilities boast a visual layout builder for effective rack management and inventory monitoring across multiple locations. The sales and CRM functionalities encompass order processing, invoicing, back-order management, returns, and customer relationship management, while seamlessly integrating with financial software such as QuickBooks and Xero to enhance overall operational efficiency. This platform not only improves productivity but also simplifies complex processes, ensuring businesses can focus on growth and compliance.

Vergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions.

Lithiq OS offers a comprehensive solution for stone fabrication tailored for countertop and surface businesses. Users can design countertops using an advanced CAD editor that supports features like snapping, L-shapes, islands, cutouts, and various edge profiles; the software also allows the import of DXF templates and facilitates the creation of precise estimates and customized quotes directly from the designs. With AI-driven slab nesting and LithiqMatch technology, the software enhances visual appeal by aligning slab veining and managing seam placements based on slab thickness, while also keeping track of material from the moment it arrives until installation, including remnant management. It streamlines project management by enabling users to schedule templating, fabrication, and installation through a centralized calendar, and it enhances coordination among field crews with mobile plans, checklists, and the ability to upload photos. Clients can access a portal to review quotes, 3D renderings, and image galleries, all while allowing for digital signatures without requiring an account. The workflow is completed with invoicing that syncs with QuickBooks, along with CRM functionalities and CNC export capabilities. Being cloud-based, it operates seamlessly across all modern devices including phones, tablets, and laptops. Additionally, the software offers flat-rate pricing that encompasses all its features without imposing per-user charges, along with a generous 40% discount for qualifying shops that are part of the founders program. Overall, Lithiq OS stands out as a versatile tool designed to enhance efficiency and client engagement in the stone fabrication industry.

Visum developed FocalPoint Software, a flexible and affordable rental solution. FocalPoint Software is a flexible and affordable rental software solution that can handle all types of merchandise. This includes homeowner items, party supplies and tools, construction equipment, event rentals and more. FocalPoint allows you to keep a better track of your inventory, improve your accounting efficiency, reduce delivery and cleaning errors, and allow customers to understand your rental shop policies. FocalPoint has been installed in more than 45 states and Canada. Our staff has more than 100 years of rental experience, excluding the software industry.

CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions.

Link your office with service technicians to enhance job scheduling and accelerate payment processes. Reduce concerns about work order tracking, technician efficiency, and receivables. Intuit Field Service Management streamlines your operations, providing greater oversight of your workforce, clientele, cash flow, and expenses. Furthermore, it integrates flawlessly with QuickBooks Desktop Enterprise, ensuring your financial records and field service operations remain aligned. With your Enterprise subscription, you receive one user license for Intuit Field Service Management, allowing for integration with QuickBooks and enabling self-assignment of work orders. When you're ready to expand your dispatch capabilities, reach out to Sales for additional user access. Scheduling or rescheduling tasks is incredibly straightforward, as Field Service Management equips dispatchers with a comprehensive dashboard that displays each technician's work orders, current location, and status. Adjustments and changes are quick and hassle-free; if a technician is delayed, you can simply drag and drop the work order to a new time slot. This efficient system not only improves workflow but also enhances overall service delivery.

Fully-managed EDI & API data connectivity Automate the exchange any business documents, such as purchase orders and invoices, inventory updates, advance shipping notices, and inventory updates. - Reduce costs associated with manual data entry errors and increase profitability B2BGateway provides the support, tools, and ongoing maintenance needed to be EDI compliant for any trading partner.

Ottimate (formerly Plate IQ), the leading AI for AP automation, is a product of Ottimate. Ottimate, an AI-powered AP automation, provides a smarter, more efficient way for AP managers to manage the invoice lifecycle. This includes controllers, CFOs, and approvers. Ottimate's deep learning capabilities allow it to understand your business and AP processes down to the line item, supporting a customized approval and payment workflow. Ottimate eliminates over 90% manual accounting processes and provides insights into invoices, spending and expenditures. This helps finance professionals discover growth opportunities. This allows CFOs to make better strategic decisions and improve the day-to-day of their entire team.

Mainstreet Systems & Software has created the highly-regarded DentaLab for QuickBooks, an all-inclusive platform tailored for managing dental laboratory cases, alongside a range of bespoke applications that integrate seamlessly with QuickBooks. The personnel at Mainstreet Systems possess substantial expertise in software solutions tailored to specific industries, maintain strong collaboration with their user community, and are known for their outstanding customer support and quick response times. Their commitment to understanding the unique needs of dental laboratories sets them apart in the software development landscape.

Zip Solutions World Class Field Service Management Software was designed for electricians, plumbers, and HVAC techs. We are a service provider for residential and commercial service professionals. 1. 1. 2. Delight Your Customers 3. Expand Your Business These goals are brought to life by our "Good, Better and Best" presentation features. Techs can create unique packages and options for every call using Zip Solutions' pricebook tools. Service managers can create packages for different job types and customer types. Quickbooks integration integrates all your finances once payment has been received. Remote payment, service agreements and technician tracking are all possible features. Zip Solutions gives business owners and managers greater control over their business, regardless of its size. Register for a Demo today to learn more about increasing your profits and increasing your sense of security.

WorkWave Service software is an end-to–end field service management system that schedules jobs, dispatches workers, helps you get paid faster, and streamlines all operations to increase profitability and maximize growth.

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

printIQ is a cloud-based print management information system built for print businesses that need better control over estimating, orders, inventory, production, purchasing, shipping, and invoicing. The platform offers multiple editions, including Small Business Edition, Essentials, Core, and Enterprise, so companies can select the plan that aligns with their size and operational complexity. printIQ supports essential workflows such as estimating, order management, inventory management, outsourcing management, payment gateway use, supplier portals, standard reporting, and accounting integration. Higher-level plans add broader capabilities such as customer portals, capacity planning, data capture, store features, and shop floor data collection users. The platform is designed to help print companies compare features and choose a solution that supports both current operations and future expansion. Small businesses can use printIQ to simplify workflows and improve visibility across everyday print jobs. Larger organizations can benefit from more advanced modules, integrations, user capacity, and production management tools. The software helps teams reduce manual work, improve coordination, and manage print operations from one connected system. printIQ gives print businesses a flexible path to modernize operations with a cloud-based MIS built around growth, efficiency, and better decision-making.