Canopy
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Xero
Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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Cegid Retail
Enhance your digital transformation and omnichannel strategy with Cegid Retail’s Unified Commerce and POS platform, tailored specifically for specialty retailers in various industries. Enable the swift and effective implementation of omnichannel services such as Click & Collect and Ship from Store. Revitalize your store operations and empower sales associates to embrace their evolving roles. Streamline inventory management to achieve a unified view of stock across your organization. Facilitate more flexible and informed decision-making to deliver an exceptional customer experience. Innovate your fulfillment strategies and oversee production, wholesale, and retail activities efficiently. Take full control of your operations, from product development to omnichannel distribution. Cegid’s retail management solutions offer a blend of rapid deployment and significant flexibility, allowing you to create product offerings, manage suppliers, set pricing strategies, and handle orders through mobile devices, in addition to overseeing logistics and stock allocation. By leveraging these capabilities, retailers can remain competitive in an ever-changing market landscape.
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FloQast
FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.
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