Genius ERP Integrations

Keep all your clients' income and expenses organized in one centralized location, allowing for effortless document generation during tax season. You can quickly import transactions from your clients' bank and credit card accounts, with QuickBooks Online automatically sorting them into the appropriate categories. Additionally, clients can take a picture of their receipts and attach them to specific transactions, providing you with a real-time overview of their expenses. By granting you access to their financial records, clients enable you to swiftly address inquiries and assist in resolving any issues. Evaluate your clients' financial status with over 65 built-in reports, which include data tailored for accountants. Enhance your productivity through integration with Intuit-approved third-party applications that broaden the capabilities of QuickBooks Online. With automatic updates, you will always be working with the most current version of the software. Furthermore, a security system comparable to online banking guarantees the protection of your sensitive data. In the event of a computer failure, your information is securely backed up, ensuring that your work remains intact. This comprehensive setup not only streamlines your workflow but also fosters better client relationships through transparency and ease of access.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

SOLIDWORKS® 3D CAD solutions offer an intuitive yet highly effective set of tools that streamline the product development process, minimize expenses, and enhance quality. These tools enable users to effectively leverage the capabilities of the SOLIDWORKS 3D CAD along with the advantages of the 3DEXPERIENCE platform, which serves as a unified cloud-based environment for product development. Users can swiftly create and collaborate on 3D designs in the cloud, facilitating quicker time-to-market for innovative products. In addition to crafting intricate shapes and complex surfaces, the platform allows for the rapid generation and detailing of 2D drawings from 3D models, thereby accelerating the transition from design to manufacturing. By utilizing the world’s leading 3D design software integrated within a comprehensive engineering suite, users can benefit from the robust support of a dedicated community, fostering continuous improvement and innovation. Embracing these advanced tools can lead to significant advancements in product design and overall operational efficiency.

Avalara offers a robust and scalable cloud-based platform designed specifically for sales automation and tax compliance needs. This comprehensive solution caters to businesses that require precise sales tax calculations while adhering to a myriad of sales tax regulations. Among its premium offerings, Avalara provides features such as VAT calculations, filing of returns, integration with POS, CRM, and CMS systems, as well as management of exemption certificates, among others. By choosing Avalara, you can simplify the management of tax compliance, enhance accuracy, and seamlessly integrate it into your existing business infrastructure with just a few easy steps. Share the ERP, e-commerce platform, or accounting software you utilize and explain your current tax management process. Embrace a solution tailored to your business requirements today, ensuring you're well-prepared for any regulatory shifts that may arise in the future. This proactive approach will not only streamline your operations but also provide peace of mind as regulations evolve.

High-quality 3D CAD software designed for engineering and product design is available through Inventor® CAD software, which offers extensive tools for 3D mechanical design, documentation, and product simulation. This software allows users to operate efficiently by combining various design methods, such as parametric, direct, freeform, and rules-based approaches. Collaborate seamlessly with anyone, regardless of the CAD software they utilize, and leverage cloud-based design reviews to gather insights from important stakeholders wherever they are located. It supports the entire product development process with a unified data model, enabling more effective design through specialized features for sheet metal, frame design, and tube and pipe. Additionally, users can enhance their design, documentation, and process automation efforts using iLogic. The Inventor API allows for the creation of custom add-ins, while the Forge Design Automation API offers the ability to execute job processes in the cloud, providing further flexibility and innovation in design workflows. By utilizing these advanced tools, teams can significantly improve their efficiency and collaboration throughout the design process.

When relying predominantly on spreadsheets and email for collaboration and tracking, procurement can become quite difficult, leading to heightened risks within the supply chain. Axya is a specialized procurement software designed specifically for manufacturing firms that offers comprehensive operational transparency, enhances collaboration among stakeholders, and empowers procurement teams by automating monotonous tasks. We understand the intricate balance that exists between maintaining cost efficiency and fostering strong supplier relationships. The RFQ module goes beyond merely cutting costs; it focuses on making strategic decisions that cultivate valuable supplier partnerships. Although we cannot assure a complete absence of delays, we provide strategic buyers with essential tools to manage them proactively while receiving real-time updates on their purchase orders, which helps to minimize disruptions and maximize operational efficiency. Both buyers and suppliers benefit from immediate access to project information, which helps keep all parties aligned and ensures that projects remain on schedule through automated updates and collaborative features. With Axya, procurement becomes not just a process, but a strategic advantage in the competitive landscape.