QuickBooks Online Integrations

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

Craftable, formerly known as Bevager/Foodager, is a complete platform for restaurant management that was developed by Silicon Valley tech professionals and hospitality industry veterans. We work with operators, accountants, and restaurateurs to bring together businesses using best-in-class technology in order to increase profit and decrease labor costs for restaurants, bars, and hotels. Our platform was designed to manage the most complex beverage programs in the country. You can now monitor variance and cost percentage with ease by ordering from vendors, counting every bottle and costing each dash, all without the need for a stiff drink at end. Your team behind the burners can adjust their culinary creations easily to preserve margins in a cost-sensitive industry with menu engineering, recipe costing, and price comparison. You can easily manage multiple locations, different vendors, complex recipes, and sub-recipes.

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

Automate A/R. The Invoiced A/R cloud makes it easier to get paid faster, save time, and provides a better payment experience. You can go from invoice to cash quicker with less effort. Invoiced is 14 days faster for businesses. Automated email, letter, and text communications make it easier to collect. A modern, frictionless portal makes it easier to provide better customer payment experiences. Our award-winning A/R Cloud automates financial processes. The Invoiced Cloud allows you to program your entire accounts receivable operation. It includes dashboards, integrated reporting, and specialized tools that allow for efficient, effective A/R administration. Many modern businesses are now able to accept online payments faster, but not all of them have. Some businesses are still losing weeks to snailmail and are sacrificing positive cash flow.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

SkuSuite offers a comprehensive solution for managing inventory and orders across multiple channels. It provides real-time synchronization of inventory, supports multiple warehouses and locations, and includes automated order routing features. The platform is compatible with barcode scanning, facilitating efficient purchase order management and receiving processes. Users can take advantage of serialized inventory management with FIFO rules in place. All orders are conveniently organized in a single, centralized hub. Additionally, SkuSuite allows businesses to engage with their customers for future marketing opportunities. It caters to retail, wholesale, and e-commerce operations, eliminating the need for various systems to streamline business management. The platform also features a complete shipping solution, partnering with leading carriers such as USPS, UPS, FedEx, and Seller-Fulfilled Prime, allowing users to benefit from their negotiated shipping rates. With automated batch labeling, the process of shipping orders has never been simpler or more efficient. SkuSuite is designed to enhance the overall productivity and organization of a business's operations.

Resolvr automates manual tasks and manages spend. Resolvr can replace paper, spreadsheets, and PDF processes. Our clients profit margins will be increased by digital data streams and artificial Intelligence. On-platform communication tools for vendors and team members ensures efficient workflows. The manual, slow, labor-intensive and error-prone processes of the past are gone. Resolvr ensures client funds' expense allocations and apportionment are fully compliant with The Dodd-Frank Act. Resolvr can seamlessly integrate with any platform, software or software that client funds use via APIs. Resolvr makes it possible to reduce the amount of manual tasks required by banks, which could result in millions of dollars in savings every year.

Receipt Stash efficiently manages the collection, data input, categorization, and safekeeping of your expense documents in real-time, thereby facilitating a more efficient accounts payable workflow. With a variety of document capture techniques, you can guarantee that all your expense documents are processed automatically upon receipt, regardless of how they arrive. This offers you the autonomy and adaptability to monitor your spending, integrate with accounting software, and effortlessly share information with stakeholders. Experience automatic data entry and categorization of your receipts and invoices in under five seconds. You can easily transfer your expense data to accounting software, or export it as a PDF or CSV file. Gain comprehensive insights into your expenditures in real-time through user-friendly dashboards and reports. Eliminate the risk of lost or misplaced documents with a single, secure cloud storage solution that keeps everything organized. Furthermore, this service enhances your financial oversight, allowing for more informed decision-making and improved budget management.

Automatedly retrieve sales data for your clients from multiple ecommerce and point-of sale platforms. Split transactions, fees and reimbursements line by line. All in one subscription. Dext Commerce gives clients a standard view of sales data from multiple platforms. This is ideal for clients who sell on Amazon, eBay Etsy, Etsy, Shopify, and Amazon. You can assign tax to an order at the appropriate domestic or international rate. Additionally, you have a clear view of individual transactions across platforms and regions. Your Dext Commerce subscription includes all digital sales integrations, so you can easily meet the needs of each client, from side hustles to multiplatform e-commerce sellers.

Start smarter business spending here. Soldo, the prepaid Mastercard® that manages your company's expenses, allows you to take control of your company spending. Smarter ways to manage company spending With customizable budgets, rules and rules, you can prevent expenses from happening. Your team can do their job better with restricted access to company funds. A mobile app for employees simplifies expense reporting and management. Soldo is trusted by over 60,000 businesses for expenses and spending. Everything you need to manage your expenses easily All staff should be issued smart payment cards that have built-in rules and budgets. The mobile app allows you to quickly capture receipts. Only available for paid plans All company spending can be viewed in one place. Export to any accounting software for a complete overview of finances. Soldo seamlessly integrates with Xero, allowing for smooth transactions and enriched data directly into the books. In just two clicks, export expenses to any other accounting software.

Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.

Uphance is a cloud-based apparel ERP platform that helps fashion brands unify operations and eliminate disconnected tools. It brings together product development, product data management, production, inventory, order management, warehouse execution, payments, and reporting into a single system, providing complete visibility and control across the business. Designed for brands managing complex workflows and multiple sales channels, Uphance supports the full product lifecycle from design to delivery. Teams can collaborate on product development, manage materials and production stages, and maintain accurate inventory across locations in real time. With integrated order and warehouse management, businesses can streamline fulfillment, improve accuracy, and handle higher order volumes efficiently. The platform also includes a B2B portal for managing wholesale buyers and sales reps, along with reporting tools that enable data-driven decisions. By centralizing operations and reducing manual processes, Uphance helps apparel businesses scale efficiently while maintaining consistency, accuracy, and operational control.

ProAdvisors and Consultants recommend advanced software to repair corrupted QuickBooks®, file (QBW), and recover QBW file components. It can also recover files from QuickBooks®, backup files (QBB). This tool repairs QBW files from QuickBooks®, versions 2007 through 2023. Incorrect system shutdowns, power surges, and other factors can cause large-sized files to be corrupted. Stellar QuickBooks®, file repair software, helps to fix QBW files and their components that have been severely corrupted. Its robust algorithm can also recover data from QuickBooks®, backup file (QBB).

One comprehensive platform, a unified reporting model, and a single subscription fee cater to all your business expenses, travel arrangements, and card services. Our advancements in corporate expense and travel management are purposefully crafted to foster sustainable business growth. Uniquely, we stand out as the sole provider of a holistic, end-to-end solution encompassing expenses, travel, dedicated customer support, rewards, and a dynamic marketplace tailored to enhance the travel experience. We deliver the industry's most extensive and seamlessly integrated solution. Our commitment to innovation drives us to continually find new and effective ways to transform the travel and expense management experience for both companies and their employees. Ultimately, we believe this is the essence of our mission. Moreover, we take great pride in assembling a talented and intelligent team dedicated to delivering the best possible service and experience for our clients. Together, we are reshaping the future of business travel and expense management for everyone involved.

MYR is a POS System that can be used online to order take-out or delivery. It's designed for restaurants that offer quick service. Our platform is powered by intuitive technology that allows thousands of restaurants to grow and run their business.

Our expert jewelry image retouching services are designed to correct imperfections in product photos while achieving a professional studio-quality appearance through meticulous adjustments. No matter what your specific retouching requirements might be, our premium services will enhance your ecommerce product images with a distinctive edge. Discover how Gemeye can transform your visuals with our comprehensive know-how and a dedicated team of skilled editors. You have the flexibility to specify exactly how you want your images retouched, allowing for a tailored approach to meet your needs. Simply communicate your preferences for retouching your jewelry images, and we will ensure that every detail is executed to perfection. Additionally, if you are looking to list your products on platforms such as Amazon, eBay, Google Shopping, or Facebook, our Marketplace specifications offer a streamlined way to select your desired portal with just one click, ensuring that your images are optimized for each platform’s requirements. Trust us to elevate the presentation of your jewelry pieces and make a notable impact in your online sales.

Optimize your processes by avoiding the need to send countless emails for approval of accounting documents. It's risky to give everyone access to the accounting system, as it becomes challenging to control user permissions regarding what they can view or modify. ApprovalMax ensures that approvers do not need to access the general ledger; instead, they are only presented with the information pertinent to the documents they need to approve. You can customize your approval workflows to be as straightforward or intricate as necessary, incorporating a variety of rules for each stage of approval and allowing for multiple steps. Regardless of how detailed your delegation of authority policy may be, ApprovalMax can automate it seamlessly. Moreover, there’s no longer a need to spend time generating audit logs, as ApprovalMax automatically creates a comprehensive audit report for every approved document, which is then attached within the accounting system. Additionally, auditors can be granted read-only access to all approval workflows, ensuring transparency and ease of review. This streamlined approach not only enhances efficiency but also fortifies security and accountability in your financial processes.

Discover all the essential tools required to enhance and expand your multi-channel e-commerce venture. Selro streamlines tasks such as creating listings, updating stock, and processing orders, allowing you to focus more on steering your online business effectively. You can list products across various marketplaces and automate the entire listing process, with support for over 40 sales channels. Manage your retail inventory efficiently across numerous marketplaces and e-commerce platforms. Speed up your order processing, enabling you to dedicate more time to leading your business. Benefit from a multi-carrier shipping solution tailored for your orders, where you can generate and print courier shipping labels in mere seconds while sending fulfillment information to the respective channels instantly. Additionally, automate your accounting feeds with Quickbooks, Xero, and Sage Online, ensuring that sales receipts are automatically generated in your accounting system with each order from the sales channels. This seamless integration not only boosts your operational efficiency but also enhances your overall productivity in managing your e-commerce business.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

Thread Legal is for forward-thinking business professionals and lawyers. It allows lawyers to leverage the most recent technological developments in order become more efficient, collaborative, and ultimately more profitable. Thread Legal is built in Office 365 and has all the programs you use every day, such as Word, Excel, and Outlook, natively linked within it. It also makes use of the power of Power BI, Planner, and Power BI. You can quickly view new developments, phone messages and time spent in files with our fully customizable dashboard. You can track clients across multiple files to ensure they receive high quality service. Include all pertinent information in your file, including Word, Excel, Outlook and scanned PDF. You can create documents using the Thread Legal system to automatically track time. Find out which employees have access to file information at both the individual and category level.

Paymate Software has been providing cost-effective HR and payroll solutions to businesses of all sizes for more than 30 years. We offer simple, reliable software solutions for organizations in all industries across North America. Paymate's ease of use and outstanding customer service have been recognized by our customers. Paymate believes in a customer-focused approach to providing software and services that meet the customer's needs. It is also run exactly the way the customer would like it to. Our payroll specialists are highly qualified, knowledgeable, and will work closely with customers to meet their needs and exceed their expectations. It's easy!

Forecasting can be difficult and it can be difficult to keep track of. We've made it easy, live, fast, and accurate. Log in, review your cash flow and get on with your life. We have a team full-qualified business advisors who can assist you with your growth planning, operations, fundraising, or investors. Ask us anything. We have cash flow, forecasting, and reporting software that is easy to use, fast to learn, and quick to implement. Predict uses all your accounting data to create a cash flow forecast. It doesn't end there. It's possible to predict the P&L, Balance Sheet, and Cash Flow for three years in just minutes.

AMT's mobile invoicing and estimate software is great for anyone in the PDR or Smart Repair industry. We believe that time is money and although we cannot physically be there to help you with your repair, we can make your life easier. ReconPro can reduce stress in your back-office by streamlining payroll, approvals, accounting, payroll, and accounting. It also gives you the ability to document vehicle damages, acquire POs, create AR invoices, and acquire POs. ReconPro provides hail and insurance matrix estimates at the touch of a button. ReconPro is the right solution if you want to be more focused on the work and less on back-office paperwork.

A singular "source of truth" for the accounting interpretation of customer contract information. Monitoring Deferred Revenue at the most granular level with both roll-forward and forecasted perspectives. A user-friendly and regulated repository for Revenue Recognition guidelines articulated at the necessary detail. The standalone selling price library (SSP) acts as a dynamic and accessible resource that encompasses all SSP details at the product level, fully integrated with your pricing catalog. The automated tracking and amortization of deferred commission expenses throughout the anticipated duration of contracts is also included. It entails the identification of all performance obligations while considering variable factors as outlined by ASC 606. Accounting systems must uphold a higher standard of controls, encompassing rigorous security measures, user access permissions, built-in balance reconciliations, and preventative measures to ensure completeness and accuracy. Furthermore, it provides real-time revenue reporting across various levels, dimensions, and time frames. This allows for precise trend analysis and facilitates clear explanations of any changes that occur. Additionally, the system fosters a robust framework for compliance and audit readiness.

VETbuddy is an all-encompassing software solution that meets the needs of veterinary clinics and hospitals around the globe. Its user-friendly interface features a combination of icons and helpful text, ensuring ease of navigation for all users. The left panel showcases commonly used functions, including a convenient popup labeled “How do I do,” which provides quick access to frequently performed tasks. Utilizing cloud-based technology, VETbuddy allows for effortless access from any device through a web browser, reduces hardware expenses, and enhances data security. With a customer service and development team boasting a decade of experience, we prioritize immediate responses to inquiries and continuously improve our software in response to user suggestions and specific needs. Additionally, VETbuddy seamlessly integrates with laboratories, payment systems, and leading accounting software brands, ensuring a cohesive experience for users. Our commitment to innovation and user satisfaction sets us apart in the veterinary software industry.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

ClockInEasy is a simple and easy-to-use app that helps businesses streamline their workforce and timesheets. Our cloud-based employee time tracking software is suitable for all sizes and industries. Our mobile app (iOS and Android) allows employees to clock-in and check out from their office or mobile devices. This ensures accurate records for payroll administration. Never worry about lost timesheets or labor compliance issues again. You can ensure that your organization has complete control over its workforce and employee operations with GPS-backed, time-stamped records. Are you in the field? You are planning to travel? No problem. You can view your records and reports from anywhere with our cloud-backed storage. This allows you to access the information you need wherever you are. Our live map and dashboard for account managers allow you to manage the whole picture from the palms of your hands. Find out which areas, job sites, and more.

Document AI software equipped with advanced OCR capabilities enables the transformation of unstructured documents—such as pay stubs, invoices, and bank statements—into actionable data. This solution accommodates documents in various formats with minimal initial setup required. In just a few clicks, users can extract essential details like totals, invoice numbers, and payment terms from multiple invoices simultaneously. Additionally, it allows for the categorization of table line items while providing calculated attributes to facilitate automated decision-making. The captured data can be reviewed using a human-in-the-loop tool and validated through external APIs or databases. Ensuring the highest level of security, we implement enterprise-grade measures to keep your data safe. Users maintain complete control over their data processed through Docsumo. Moreover, automated processing of rent rolls can lead to a 50% reduction in operational costs. Customers can be onboarded in real-time through efficient logistics document processing, and tax return details can be verified instantaneously with the intelligent OCR API. Furthermore, our system guarantees error-free data extraction from Energy & Utility bills, enhancing overall accuracy and reliability. This technology not only streamlines operations but also significantly boosts productivity.

Elevate your tennis coaching enterprise with TennisBiz, an advanced software solution designed to simplify administrative tasks. Say goodbye to the burdensome chores you dislike and focus more on what truly counts: instructing your students. Experience the transformation today and reclaim authority over your business operations while enhancing your coaching experience.

Transform the way your funeral home operates with Parting Pro, the all-in-one solution designed to streamline your business and elevate your services. Parting Pro brings the future of funeral home management to your fingertips, allowing you to manage everything from online arrangements to payment processing, all in one easy-to-use platform.

Integrate our solution into your systems. Our infrastructure and functionalities can be leveraged to elevate your applications. The Innovo API can seamlessly integrate into your company's web or mobile applications. The API uses Innovo42's OCR and machine learning technologies to extract data from invoices and receipts. The API can deliver the data in a customized way to meet your application's needs. Innovo API's data extract technology converts receipts into structured data. This is thanks to our multi-layered framework that harnesses the power of machine learning algorithms and OCR. It also uses a series validation processes to improve expense and invoice handling. It's as easy as taking a picture with your smartphone and sending it us.

WrkLst, the best art gallery software solution, is used by professional artists studios, consultancies and collections, as well as artwork-based publishing, exhibition projects, and artwork-based publishing. WrkLst allows you to keep track of artwork inventory, contacts, and everything in between. WrkLst runs efficiently, quickly and securely on any device with an internet connection and a modern web browser. This includes desktop computers and smartphones. Security is our top priority. We adhere to the highest industry standards for encryption technology and security architecture. Each client receives a personal database that enforces role- and user-based access policies. WrkLst is a product of more than five years of prototyping at an international gallery of art.

DonorHub, a cloud-based reporting tool that delivers information from an organization's donation systems to many popular CRMs for missionaries like MPDX and TntConnect, also provides donation information. DonorHub can report information from many accounting and donation systems. DonorHub gives your staff 24/7 access to financial and donation information. It also eliminates the need for your finance team to manually send out reports. DonorWise users can also access DonorHub to enable the Give Site and full QuickBooks integration

Share a refund provides transportation cost management solutions to logistics providers, small-to medium sized businesses, and global enterprises. Parcel spend can be managed by comprehensive product offerings such as Audit and Recovery, Lost and Damaged Claims Management and Carrier Agreement Optimization. Carrier Payment Remittance, GL Coding and Carrier Payment Remittance are all possible. Sharing a refund provides transportation savings, improves supply chain visibility, and provides valuable logistics data via smarter software.

Mobilogic FieldOPS helps residential and commercial HVAC, Plumbing, Electrical, Door, and Other Service Businesses reduce costs and increase efficiency by eliminating double entry and paperwork, simplifying scheduling and dispatch, tracking parts and truck stock, and more. FieldOPS has a variety of optional modules to work the way you do business: A full Accounting Suite - both A/R and A/P - either internal or integrating with partners like QuickBooks and GP Dynamics. A robust Customer Management database Service Agreements and Preventive Maintenance Flat Rate Pricing and Job Cost Management GPS and Mapping combined with easy Dispatch and Scheduling FieldDesk software to sync the office with the field And More

InLattice is an online platform designed for businesses to share and handle documents such as invoices, purchase orders, and payment details with both customers and suppliers. This service aims to reduce reliance on paper, fax, and email for document management while enhancing operational efficiency. Developed and maintained by Infonics, Inc., a technology firm located in Chicago, InLattice has been supporting a diverse range of businesses since 2006, including professional services, distribution companies, restaurants, property management firms, and bookkeeping services, facilitating smooth communication and document exchange. Users can explore various client scenarios that InLattice supports, including the ability to set up automatic notifications for late payments and the option to create late payment invoices. Additionally, it integrates with popular payment gateways like Authorize.net, BluePay, PayPal Pro, PayPal Express Checkout, Braintree, and Stripe, allowing businesses to accept credit card payments effortlessly. The platform not only simplifies document management but also enhances the overall financial transaction process for its users.

Innovative rental companies leverage Viberent to oversee all aspects of their rental operations, which includes online rental capabilities seamlessly integrated into their websites via the Viberent API and plugins for platforms like WordPress and Shopify. They can efficiently monitor inventory, whether as bulk items or individually serialized, and manage pricing while uploading images to check live availability from anywhere at any time. Additionally, inventory can be grouped to form Kits or Packages, with pricing assigned to these bundles, enabling Viberent to manage them effectively. Users can generate quotes and send them directly to clients through Viberent, while customers have the convenience of reviewing terms and conditions, signing documents electronically, and accepting agreements with ease. The system facilitates both short-term and long-term rental transactions, handles off hires and partial returns, and allows for effortless posting to accounting software with a single click. Within Viberent, service types can be established, and periodic servicing can be allocated to specific items, prompting Viberent to notify users when servicing is due, ensuring that their equipment is always maintained and operational. This comprehensive approach to rental management not only streamlines processes but also enhances customer satisfaction and operational efficiency.

We provide a streamlined management system designed to enhance the organization and profitability of your business. This user-friendly application stands out as the most cost-effective solution available, equipping you with all the essentials to build a successful cleaning company. Our unique estimating tool, the Clean Calculator, is tailor-made for cleaning businesses and comes with pre-set national pricing to simplify your quoting process. It offers complete customization, allowing you to input your own pricing and develop Quote Templates for various cleaning services. You can effortlessly access quotes, job histories, and invoices, while also monitoring employee hours and essential information such as training records, driver’s licenses, and insurance details. The app facilitates the scheduling of texts for marketing purposes, appointment confirmations, and payment reminders for both clients and employees, all without incurring extra fees. Additionally, the built-in scheduling calendar ensures that you remain organized and helps prevent any instances of double booking, seamlessly integrating with Google Calendar for added convenience. With these comprehensive features, managing your cleaning business has never been easier or more efficient.

Katana Cloud Inventory platform gives you a live look at your business, including live inventory and manufacturing management, batch tracking for end-to-end traceability, a Shop Floor App for total floor-level control, open API, and a growing channel partner network. Real-time inventory insights Access real-time inventory data for informed decisions, proactively preventing stockouts and overstock. Gain complete visibility into product locations, arrivals, and quantities, ensuring efficient operations and precise stock control. Built-in purchase order management Make informed purchasing decisions based on precise material requirements and reorder points. Issue purchase orders directly from Katana and track delay risks to meet customer demand.
 Manufacturing operations management Define your bill of materials and operations to optimize production scheduling, maintain optimal levels of raw materials and finished goods, and accurately track manufacturing costs for streamlined production. Omnichannel sales management Centralize all your B2B and B2C sales orders to quickly identify available items for sale and significantly optimize your order fulfillment process, leading to improved operational efficiency.

Event Rental Systems (ERS) is the premier cloud-based party rental software designed specifically for the event industry. Built to simplify daily operations and fuel business growth, ERS empowers event rental companies with powerful automation and intelligent tools that make running your business smoother, faster, and more profitable. The best event rental software for startups and visionaries alike, ERS boasts tiered plans, ease-of-use, and comprehensive tools that grow with your company: • 24/7 Online Booking Give your customers a seamless booking experience. • Smart Scheduling & Routing Automated systems efficiently coordinate deliveries and pickups. • Automated Marketing Made Easy Stay top-of-mind with intelligent marketing tools that engage customers automatically through email, SMS, and remarketing campaigns. • Cloud-Based Means Access ERS Anytime, Anywhere Because ERS is fully cloud-based, you can manage your business from any device. • Streamlined Payments & Digital Documents Simplify billing with integrated payment processing, invoicing, and e-signature tools. • Innovative CRM (Customer Relationship Management) System Keep detailed customer records and manage interactions with an easy-to-access CRM built right into the ERS software platform. Why Event Rental Systems? ERS is built for businesses of every size, from first-time operators to large-scale event professionals. The growing event and party rental market adds more experiences all the time. ERS is here to help with solutions for the multiple segments of the event industry including... • Bounce House & Inflatables • Party Supplies (Tents, Tables, Chairs) • Mobile Casinos • A/V & Lighting • DJs & Entertainment • Photo Booths • Food & Concessions • And More

ForwardSales simplifies the management of quotes by allowing users to easily input customer information, including items and their corresponding prices. Each quote features an expiration date and can seamlessly transition into a Sales Order. The system efficiently tracks expiration dates and sends notifications as they approach. With ForwardSales, creating Sales Orders and Credits is straightforward; these orders include essential details such as the customer's shipping address. Additionally, the platform records information about the sales representative, delivery methods, and relevant dates. ForwardSales also provides real-time inventory checks and can generate summarized production orders when necessary. As orders are processed, they become visible to the inventory team, facilitating an efficient picking and filling process. Once items are shipped, inventory levels are adjusted accordingly, and invoices are generated. This financial data can be integrated back into your accounting system for streamlined management. Furthermore, ForwardSales enables users to arrange pickups or deliveries and charge customers accordingly. Dispatchers input customer details, location, delivery or pickup methods, dates, and item specifics, ensuring a comprehensive overview of logistics. The platform ultimately enhances operational efficiency and improves customer service.

i-Trax Solutions provides two primary technology product avenues: comprehensive solutions and application-driven initiatives, along with a range of service offerings. The integrated activity-based modules are designed to seamlessly navigate through the service or process chain, facilitating one input that leads to multiple outputs. These modules prioritize a streamlined business process, taking into account the varying levels of decision-making and performance expectations within an organization. Furthermore, the application-based modules are specifically engineered to automate manual tasks, while also being adaptable to any section of the comprehensive solution. These modules are crafted with versatility at their core, enabling their application across diverse industries. Additionally, the customization for specific industry needs can be accomplished through the expert programming capabilities offered by i-Trax, ensuring that clients receive tailored solutions that meet their unique requirements. This approach not only enhances operational efficiency but also drives innovation across sectors.

DonorWise, an easy-to-use donation tracking application, will help you, as financial manager, better manage this important information for your ministry. It's designed to improve communication between donors, staff, and the projects they support. It also provides strong internal controls that help you to maintain financial integrity as well as credibility.

Payment Rails is a global mass payments automation system. Payment Rails offers end-to-end support to your AP process. This includes white-labeled collection from supplier and partner banking/W9/W8 information, a simple API dashboard to send payments in any currency to anyone in more than 200 countries with an approval process and 1099/1042 tax file preparation.

Class Manager is set to revolutionize the management of your business operations. With just a single click, you can streamline your billing, automate payments, communicate with club members, facilitate online registration and enrollment, provide staff access, and offer a parent portal, all while saving precious hours each week. This straightforward, contemporary, and budget-friendly club management software is tailored specifically for dance studios, artistic gymnastics clubs, and animation clubs. The onboarding process is quick and hassle-free, and you will also benefit from a dedicated support team ready to assist you whenever necessary. Our software is designed to handle all aspects of class management, allowing you to devote more time to what you're passionate about—teaching. Our goal is to provide an affordable and user-friendly class administration solution without unnecessary features, delivering exactly what you need at the right moment. Class Manager is accessible from anywhere and designed to be intuitive, making it a cost-effective choice for managing a variety of clubs including dance, gymnastics, swimming, tennis, and martial arts. By using our software, club owners are empowered to take charge and concentrate on teaching instead of getting bogged down in administrative tasks. Additionally, our platform continuously evolves to meet the changing needs of club owners and their members.

Send the questionnaire to clients and receive notifications upon submission. Gather images of rooms, measurements, budget constraints, style preferences, and additional information. Streamline your workflow by utilizing the DesignFiles clipper to find products online, saving yourself countless hours. You can easily incorporate items from your library into design boards, PDF presentations, tear sheets, invoices, and purchase orders with just a few clicks. All selected products are stored in your personal library, making them accessible for any project. This system eradicates the necessity for prolonged phone conversations or time-intensive meetings. Each design board comes with automatically generated detailed product lists. You can swiftly create branded tear sheets for any product in mere seconds. Purchase orders can be generated directly from invoices, and they can be downloaded as branded PDFs and sent straight to vendors. This efficient process not only saves time but also enhances organization and professionalism in your client interactions.

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.

Developing a professional handbook can be accomplished in a few simple steps to establish clear workplace expectations while minimizing HR compliance risks. Our HR specialists provide dedicated support throughout the handbook creation process, ensuring that it is accurately completed from the very beginning. Customize the handbook to reflect the specific requirements of your industry and geographical location, incorporating relevant employment policies. Additionally, benefit from legal guidance offered through our trusted third-party partner, allowing you to navigate HR-related legal matters with assurance. Our services include expert advice on hiring, employee terminations, compliance with employment standards, health and safety regulations, compensation structures, workplace privacy, and much more. Easily generate legal documents by utilizing our best-practice templates, which cover essential items like employment agreements and termination letters. Enjoy our affordable pricing model that avoids credit card requirements, hidden fees, and cancellation penalties. The onboarding experience is designed to be both quick and user-friendly, enabling you to sign up and begin saving time immediately. Plus, you can access the ADP HR Assist Portal from any location, making it convenient to manage your HR needs efficiently. Take the first step towards streamlined HR management today!

Torii is a SaaS platform for managing your SaaS business. It transforms how companies operate by creating an autonomous IT that allows IT to increase velocity and agility. Torii allows IT professionals to optimize and control SaaS costs and discover SaaS usage within their organizations. Torii provides instant visibility and control of all company-wide SaaS applications (cross G Suite, Okta and Dropbox), giving IT control over SaaS. Companies use Torii for: 1. Automated visibility of all SaaS app usage 2. SaaS apps waste and cost tracking 3. Automated, compliant employee on-boarding/off-boarding 4. SaaS License Management and Renewals Torii's customers include Pipedrive, Delivery Hero and Via.

CustomerSuccessBox, an AI-powered customer satisfaction software for SaaS B2B, is called CustomerSuccessBox. CustomerSuccessBox was founded in response to a need for a solution that could provide 'proactive' customer support. CustomerSuccessBox's vision for artificial intelligence (AI), machine learning (ML) and customer onboarding is to automate customer communication, product usage analysis, and customer onboarding. It hopes to reduce the cost of customer success services and increase the lifetime value of each customer. It also wants to eliminate the need for a full-time CS ops position to calibrate and configure the Customer Success platform. CustomerSuccessBox uses CSI to recommend the next best action for each account, allowing CSMs to be more efficient. CustomerSuccessBox processes millions from over 250,000 end users each week. The patent-pending technology can handle approximately 2,200 events/second.