Business Software for Sage Intacct

Autymate is a business intelligence and financial automation platform built for franchises, accounting teams, and businesses operating across multiple locations. It brings data from QuickBooks, point-of-sale systems, payroll platforms, banking tools, CRM software, and other systems into a unified real-time reporting dashboard. The platform helps users automate financial reporting, consolidate key accounting data, and monitor performance across individual stores, franchisees, regions, or business units. Autymate supports reporting for P&L, balance sheets, accounts receivable, accounts payable, general ledger activity, royalty reporting, KPIs, and other financial metrics. Teams can drill down from high-level dashboards into transaction-level details to better understand the numbers behind business performance. Its AI Growth Advisor helps identify profit leaks, compare performance across locations, set goals, and surface recommendations that support smarter decision-making. Autymate also helps franchise operators benchmark locations and spot underperforming areas before issues become larger financial problems. No-code integrations make it easier for teams to connect their existing systems without heavy technical work. With role-based access and automated workflows, Autymate gives finance and operations teams a more accurate, scalable, and efficient way to manage reporting across complex businesses.

A payment solution tailored for suppliers in the construction industry, Suppli streamlines your payment processes, enhances customer connections, and accelerates your cash flow. Leading suppliers leverage Suppli to foster deeper, more enduring relationships with their construction materials clientele. Designed to fit seamlessly into your customers' environments, payments can be processed from job sites to offices. You can receive payments through text, email, or an online portal with just a single click. Suppli offers around-the-clock account access categorized by project, customizable payment options, and automated lien waiver requests to simplify management. It accommodates all payment types, including credit cards, ACH transfers, and checks, allowing you to create payment plans, P2Ps, and deposits effortlessly. This platform replaces tedious manual tasks such as emails, phone calls, and sticky notes with personalized automated reminders. With Suppli, you can minimize risk by gaining a real-time insight into your accounts receivable portfolio, complete with comprehensive reporting and tracking of collection activities. Moreover, you can boost your profit margins by as much as 4% by eliminating card processing fees, making Suppli an essential tool for any construction supplier looking to enhance their financial efficiency. Embracing this innovative solution not only simplifies transactions but also empowers you to focus on growing your business.

Property Management Software for the Managed and Letting. Effective workflows to manage your lettings and property operations from start to finish.

Mazlo, a fintech firm, specializes in tailored banking solutions designed for nonprofits and fiscal sponsoring organizations. Our mission is empower organizations to efficiently manage finances and achieve their financial goals through exceptional customer service, advanced technology and innovative banking tools. Mazlo streamlines your financial operations by offering essential banking services. It also offers donor and vendor management and simple accounting software designed for nonprofits. Mazlo's fund accounting solution creates separate bank account for each project. This ensures a clear separation between funds and compliance with regulatory requirements. This approach reduces manual work and errors, allowing organizations to focus on their missions.

Koverly guarantees timely bill payments, allowing you to select the optimal payment method for your business during the checkout process. Effortlessly make global online payments in over 100 currencies, benefiting from competitive exchange rates and full visibility of your international transactions. You can transfer funds to nearly any country, checking live exchange rates for popular currency pairs along the way. Your vendor receives payment immediately, while you have 30 days to settle the amount. By setting up a KoverlyPay account, you can access a portion of your line to delay foreign exchange payments for an additional 30 days without incurring interest or fees. Koverly ensures your vendor is paid instantly and locks in your exchange rate for added security. Additionally, you can divide payments into manageable installments over 4, 8, or 12 weeks by opting for KoverlyPay at checkout. Koverly follows stringent security and compliance protocols to protect your business payments and personal data, ensuring they remain encrypted and secure consistently. Regular training and certifications for staff regarding security, compliance, and privacy further reinforce Koverly's commitment to safeguarding your financial transactions. This comprehensive approach ensures that your business remains protected and operates smoothly in an increasingly global marketplace.

Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.

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.

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

Truto is designed from the outset to be declarative. Users can easily add new integrations and customize existing Unified APIs that we offer. You can explore the product freely without needing to use your real accounts, as we provide sandbox accounts for all supported integrations. We are committed to creating the best developer experience by crafting SDKs with care. It's often frustrating when there's a discrepancy between APIs and their documentation, and we aim to bridge that gap. Additionally, Truto allows you to select where your data is stored, offering flexibility to push information from third-party APIs straight into your database. We also support vector databases, enhancing your data management capabilities. With self-hosting options available, you can ensure that your data remains securely within your virtual private cloud. Moreover, our advanced user management features enable precise control over team member access, ensuring a tailored experience for your organization. This combination of flexibility and control makes Truto an invaluable tool for developers.

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.

Our comprehensive platform boasts exceptional security, an intuitive interface, and numerous time-saving automation features. AvSight was specifically created to cater to the unique requirements of the aviation aftermarket. By simplifying even the most intricate tasks, our platform not only saves you valuable time and resources but also enhances communication and provides real-time insights into your operations. Discover how effortless processes can become with the right software solution. At AvSight, we understand that effectively managing customer information, reducing repetitive tasks, and ensuring accurate quotes directly contributes to increased revenue. Sifting through large volumes of RFQs can lead to overlooking your prime opportunities. With Quote 360, you can access all your RFQs in one central location while automatically ranking your best opportunities based on criteria that matter most to your team. Access customer information, generate quotes, and monitor dashboards seamlessly while on the move. The mobile-first design of AvSight ensures you remain updated and connected, even while traveling. Embracing this technology not only enhances efficiency but also empowers your team to make strategic decisions effortlessly.

We assist you in automating your financial data, equipping you with insightful financial intelligence that drives decisions. HubiFi’s fully automated accounting processes and ongoing reconciliations, seamlessly linked with your existing tools, enable you to wrap up an accounting period in mere hours rather than weeks. Compatible with the leading accounting software, ERPs, and CRMs, our solution ensures a complete audit trail and lineage from the summary reports down to operational records, capturing all changes throughout the process. You'll never again encounter the phrase “data needs to settle.” With real-time insights into your company's financial health, finance leaders can capitalize on growth and revenue opportunities rather than merely catching up. Moreover, you remain compliant with GAAP standards throughout this process. You can delve into detailed data and address inquiries instantly, while also generating financial reports in real-time. With features for intra-month monitoring and alert notifications, our platform integrates with a variety of financial and operational systems, as well as numerous data sources, ensuring a comprehensive financial management experience. This integration not only streamlines your accounting practices but also enhances overall business efficiency and decision-making capabilities.

Spend less time checking numbers and more time getting your project built. Rivur was built specifically for commercial real estate. We ensure that your team gathers and records all the documents necessary to keep projects on track. Rivur automates and enforces business rules, ensuring that approvals and other requirements will be properly managed and recorded. Ensure that your project is compliant with any partnership or lender obligations.

Save countless hours across finance, talent acquisition, human resources, and management while enhancing operational excellence in the management of your most valuable asset: your workforce. Effective headcount management requires collaboration from the inception of a role through hiring, updates, terminations, and backfills, making it a true team effort. Trace serves as the central platform that aligns everyone towards a unified objective, allowing for streamlined annual planning and forecasting that fosters increased collaboration and control. Share crucial analytics effortlessly, eliminating the hassle of reconciling spreadsheets. Gain insights into hiring strategies and ensure that all positions are properly authorized for recruitment. Say goodbye to cumbersome manual hiring trackers and engage comprehensively in organizational design. Additionally, you can gain clarity on financial limitations, utilizing positions for managing internal mobility and planning for succession. Strengthen partnerships with all stakeholders involved, while also securing self-service access to your budgets and hiring strategies. Visualize prospective organizational structures and access analytics tailored to your team, ensuring that you are always well-informed and prepared for future developments. This holistic approach not only simplifies processes but also empowers your organization to achieve its strategic goals effectively.

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.

Streamline the request process by utilizing a single form, automate tailored workflows that work seamlessly with Slack, and remove the hassle of manually updating stakeholders. Sudozi equips your team with transparent workflows and essential vendor information to foster alignment with profitability objectives while integrating with key systems to act as the centralized layer for spending orchestration. By incorporating data into the procurement workflow, Sudozi provides unparalleled visibility into processes, enabling informed decision-making and connecting with various tools and spreadsheets. It consolidates the entire procurement operation along with vital budgeting and spending information, allowing you to regain control over expenditures. Employees often find the spending process to be opaque, leading to inconsistent requests, unauthorized spending, and budget overruns. With Sudozi, you can navigate users through the request journey using a straightforward entry point, which empowers you to mitigate risks, curb unauthorized spending, and maintain budgetary discipline effectively. Additionally, this solution enhances collaboration between teams, making it easier to track and manage procurement activities.

Remuner is a cutting-edge platform that utilizes artificial intelligence to manage variable compensation, effectively bridging the gap between corporate and employee goals by automating every element of incentive programs. It features a user-friendly, no-code modular design that allows for the creation of customized compensation plans, along with real-time performance insights accessible via personalized dashboards. Additionally, the platform enhances team motivation and productivity through AI-driven sales coaching, while automating administrative functions such as calculation processes, validation workflows, and claim management, promoting both transparency and efficiency. Seamlessly integrating with pre-existing systems, Remuner transforms sales commissions into a driving force for growth, as demonstrated by clients like ORBIDI, who experienced an impressive 8% increase in revenue and a remarkable 25-fold return on their investment following implementation. This innovative approach not only benefits sales teams but also fosters a culture of accountability and performance excellence within organizations.

ConeRQ offers a tailored field management software solution designed for seamless fleet management and job handling from start to finish in real time. This intuitive platform is accessible on any mobile device, making it ideal for users on the move, as it is specifically designed for road use. Additionally, ConeRQ provides customization options to align its features with your business's unique requirements, such as integrating with accounting, payroll, or invoicing systems. "This system - how it operates and its adaptability to our needs - is remarkable. It has allowed us to double our job completion rate." - Highway Safety Management If your existing field management solution is sluggish and you're eager to accelerate your operations, we would be thrilled to connect with you! Embrace the opportunity to transform your business efficiency with ConeRQ.

Aleph is a finance platform designed for AI, facilitating financial planning and analysis by merging data consolidation, spreadsheets, dashboards, and intelligent automation to enhance finance processes. It seamlessly integrates with over 150 systems, including ERP, HRIS/ATS, CRM, and various databases, utilizing no-code solutions to ensure real-time data synchronization. The platform adeptly transforms raw data through mapping, table combinations, and applying specific calculations, while securely storing essential metrics. Users can access Aleph via a web interface, complemented by spreadsheet add-ins that allow for the preservation of existing models, all while leveraging more accurate and live data. With features like dashboards and drill-down capabilities, it enables users to identify variances, expedite reporting and closing procedures, engage in forecasting and budget planning, model various scenarios, manage headcount effectively, and share visualized metrics across teams. Additionally, it incorporates robust security measures (SOC 2 Type II) and compliance features, ensuring clients receive immediate value from the platform; many report achieving operational readiness and generating reports within just a few days or weeks after implementation. This rapid onboarding and user-friendly design make Aleph an appealing choice for organizations looking to optimize their finance workflows.

CData's artificial intelligence solution revolves around Connect AI, which offers AI-enhanced connectivity features that enable real-time, governed access to enterprise data without transferring it from the original systems. Connect AI operates on a managed Model Context Protocol (MCP) platform, allowing AI assistants, agents, copilots, and embedded AI applications to directly access and query over 300 data sources, including CRM, ERP, databases, and APIs, while fully comprehending the semantics and relationships of the data. The platform guarantees the enforcement of source system authentication, adheres to existing role-based permissions, and ensures that AI operations—both reading and writing—comply with governance and auditing standards. Furthermore, it facilitates capabilities such as query pushdown, parallel paging, bulk read/write functions, and streaming for extensive datasets, in addition to enabling cross-source reasoning through a cohesive semantic layer. Moreover, CData's "Talk to your Data" feature synergizes with its Virtuality offering, permitting users to engage in conversational interactions to retrieve BI insights and generate reports efficiently. This integration not only enhances user experience but also streamlines data accessibility across the enterprise.

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

Lunos is the AI partner that manages receivables just like you would. Well, how you would if you worked on it 24/7, never forgot anything and read every message ever sent to you - you get the idea. It sits on top of the systems you already run and works alongside you like a teammate. It gathers the full context, reviews every account on its own and works with you, your team and your customers like a co-worker. Lunos agents cover collections, dispute management, reconciliation & cash application, and submitting invoices into your customers' AP portals. You choose the right autonomy mode per customer: Monitor, Suggest or Act. Lunos improves cash flow, typically a 10-60% reduction in receivables within a month of full usage, and regularly saves 10s to 100s of hours a month with no need to keep scaling the team as you grow. It gives the long tail of smaller customers the personal service you could otherwise only offer the very largest, with human-quality outreach at scale. Better financial results. Much less effort.

Everest ERP is a cutting-edge enterprise resource planning platform designed specifically to replace outdated systems, enhance operational efficiency, and support contemporary subscription- and usage-based business models. It provides real-time capabilities for order-to-cash processes, revenue recognition, and multi-entity consolidation, offering finance and operations teams comprehensive visibility over invoicing, contracts, cloud-related expenses, personnel costs, and adherence to global regulatory requirements. By integrating essential functions such as asset management, human resources cost tracking, and cloud cost management, Everest eliminates the need for spreadsheets and disparate systems, effectively merging workflow routing, depreciation, payroll, headcount management, and expenditure tracking into a single cohesive platform. The AI-centric design of Everest includes both pre-built and customizable agents that users can define using natural language, and it features a Live Sandbox environment that allows organizations to test modifications in a secure space before they go live. This innovative approach not only simplifies complex operations but also empowers businesses to adapt quickly in a rapidly changing market.

CollectLean is an innovative accounts receivable automation solution tailored specifically for small and medium-sized businesses and agencies. Finance departments typically spend between 10 to 15 hours each week on the tedious task of following up on overdue payments. CollectLean addresses this issue by fully automating the follow-up process, allowing teams to focus on more strategic initiatives. Highlighted Features: - Multi-channel Workflows: Set up intelligent sequences that dispatch reminders via email, SMS, and phone calls based on how long invoices are overdue. - Deep Integrations: Seamlessly connect with financial platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Record customer payment commitments ("I'll pay by Friday") and receive automated notifications if they fail to uphold them. - Dispute Management: Streamline communication regarding disputed invoices to expedite the resolution of payment issues. With a setup time of less than one week and the potential for immediate return on investment, it’s time to stop playing the "bad cop" and let automation take care of your collection efforts. Embrace the efficiency that CollectLean brings to your financial operations.

Garage Hive is an all-encompassing, cloud-based solution designed for garage management, aimed at assisting automotive repair shops and multi-location garages in optimizing their workshop operations, enhancing customer experiences, and unifying essential business functions into a single platform. This system offers features such as live work diaries, job scheduling, checklists, and inventory management that can be accessed through desktops, tablets, and mobile devices. It also facilitates online bookings that sync with the live schedule and sends automated confirmation messages, along with allowing customers to authorize estimates online, complete with photos and detailed descriptions. Additionally, Garage Hive takes care of reminders for MOTs, services, and other maintenance milestones, while also providing functionalities like MOT history checks and electronic vehicle health assessments. The platform seamlessly integrates accounting tools with built-in bookkeeping capabilities alongside external services like Sage, Xero, and QuickBooks, and boasts robust custom reporting and business intelligence features, tracking key performance indicators such as average invoice value and gross profit. Ultimately, Garage Hive serves as a vital resource for garages looking to enhance their productivity and operational efficiency.