Sage 100 Integrations

Effortlessly identify and oversee all the software your organization relies on. Reduce expenditures, keep an eye on security vulnerabilities, handle licenses, and streamline IT processes. Stackshine offers a comprehensive solution within a user-friendly platform, ensuring tranquility for your team. Ditch the spreadsheets and endless email searches by utilizing a centralized dashboard that provides visibility into all software usage. Automatically monitor new software acquisitions, link invoices, and notify your team about upcoming renewals. It’s crucial to manage what is visible. Since its inception, Stackshine has pursued an innovative strategy for data integration. Whether it’s proprietary software or tools from Fortune 100 companies, we can monitor usage, activities, and expenses, even without direct integration. Empower your organization to utilize software solutions confidently while Stackshine manages costs, security, access, and activity. Embraced by various industries, from digital marketing to fintech, Stackshine accelerates IT operations and consolidates software management into one streamlined platform. By enhancing visibility and control, businesses can thrive in their software management endeavors.

As businesses increasingly adopt IT systems to streamline their operations, the demand for cohesive management solutions is rapidly growing. Central to this evolution are CRM and ERP software, which facilitate seamless process management. Greytrix stands out with its extensive experience and well-established partnership with Sage, offering top-tier ERP and CRM solutions. In addition to this, Greytrix has developed GUMU™ Cloud, an innovative cloud integration platform that simplifies the connection between these systems. This advanced framework leverages cutting-edge technology to enable effortless plug-and-play integration, eliminating the need for a separate on-premise server for these tasks. With GUMU™, users can access a robust integration solution that connects Sage ERPs (such as Sage X3, Sage Intacct, Sage 100, and Sage 300), Acumatica, and QuickBooks with various CRM platforms including MS Dynamics 365, Sage CRM, and Salesforce, as well as eCommerce solutions like Adobe Commerce (formerly Magento) and Shopify, alongside POS systems. This comprehensive connectivity ensures businesses can operate more efficiently and effectively across their entire IT landscape.

Sales representatives working in fast-paced environments need user-friendly and easily accessible tools for selling, featuring rapid order input and precise reporting capabilities. Customizable catalogs facilitate online presentations, enabling collaboration between reps and customers by allowing them to rate products and take meeting notes while jointly constructing orders. Users can place immediate orders based on real-time inventory or create preseason orders, with the added option of incorporating previous season sales data to encourage year-over-year growth. Sales dashboards provide insights into two previous time frames to allow for comparative analysis of sales performance by territory and leading products. Initial training sessions are offered to sales representatives during the first rollout of B2B services, with additional refresher courses available throughout the year to ensure ongoing development. Users can efficiently monitor order statuses and access invoices directly through the portal, eliminating the need to reach out to Customer Service. Furthermore, the platform grants direct access to marketing launch assets, social media visuals, and promotional materials for products, which can be easily downloaded from the B2B system, enhancing the overall sales experience. This integration of tools not only streamlines the sales process but also fosters stronger relationships between sales teams and their clients.

Enhance your cash flow by implementing faster collections and improved forecasting within a single, user-friendly platform. Access your ERP, accounting, and banking information through an intuitive dashboard that provides real-time insights for prompt decision-making. By automating repetitive data gathering tasks, you can save valuable time and enable your finance team to concentrate on more strategic initiatives. Payference IQ Technology™ is designed to enhance your working capital, allowing you to uncover hidden cash and manage your Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) effectively. Rely on a straightforward solution equipped with all the necessary tools and support for seamless cash management. Streamline your cash collection processes to boost efficiency and accelerate cash inflow. Additionally, pinpoint high-risk accounts to mitigate their effects on your finances. Utilize machine learning capabilities to forecast payment behaviors accurately while integrating your ERP/accounting systems, banking institutions, and payment methods. Automatically match payments with bank transactions for hassle-free reconciliation, and monitor your entire cash position in real-time from one centralized source. Moreover, you have the flexibility to adjust and modify elements within your cash forecasts as needed, ensuring that you always stay ahead of your financial requirements.

SupplyMover is the ultimate CRM, e-commerce, and sales enablement suite designed exclusively for distributors. Manage all your operations effortlessly in one intuitive platform, equipped with industry-specific tools. Easily access and organize your data in seconds, and benefit from AI-powered selling suggestions, an online shopping portal, customer and product management, analytics, workflow automations, automated lead management, and more. Create the perfect workspace for your distribution industry and roles with SupplyMover's cutting-edge features.

BrightOffice Lender CRM is a comprehensive, cloud-based loan management platform designed specifically for lenders. Drawing on insights from industry professionals, this all-in-one solution facilitates every step of the loan process, from initial inquiries and fact-finding to application submissions, customer onboarding, and managing loan ledgers. Tailored to fit your unique business workflows, service level agreements, and product offerings, the adaptable workflow engine encompasses communication tools like emails, documents, letters, and SMS. Our robust API enables seamless integration with various services, including TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing functionality. You can also personalize the CRM with your organization's branding elements, such as logos and color schemes, to ensure a distinctive and professional user experience. Additionally, the system allows for efficient address population by simply entering postcodes, which boosts accuracy and saves valuable time in the loan processing journey.

Our acclaimed technology suite enhances the operations of over 8000 hospitality systems, and we're ready to assist you as well. Experience improved service speed and optimized front and back office workflows through user-friendly handheld ordering and kitchen management solutions, among others. With robust technologies like self-service kiosks and delivery integrations, you can prioritize profitability and efficiency in your operations. Impress your clients with rapid service and straightforward ordering options powered by Tevalis technology, which includes innovative handheld devices and seamless order and pay features. Our EPOS solutions are meticulously crafted to cater to the demands of fast-paced environments. Together, we can create a tailored system for your establishment, encompassing integrated reservation platforms, intuitive handheld ordering, and additional features. Elevate your guests' experience to new heights with interconnected technology, effortless reservations, comprehensive estate management, and seamless property management integrations, ensuring their stay is truly memorable. By leveraging our advanced systems, you can transform your venue into a hub of efficiency and customer satisfaction.

Utilize our cloud-based, mobile-friendly software to oversee and monitor every work order from initiation to completion. Leverage detailed data to enhance your decision-making process. Access competitive pricing from a pool of nearby contractors or easily assign tasks to your in-house staff and selected contractors. Develop customizable templates tailored for various projects, including turns and renovations, to effectively manage all tasks within a single platform. Benefit from instant communication through self-service options, guided troubleshooting, and automated updates informing residents about job status, leading to quicker resolutions. Gain new insights to inform job assignment choices while proactively assessing the performance of your team and contractors. Streamline the management of all repairs from start to finish, utilizing our comprehensive software solution that consolidates everything on one screen for ease of use. With all these features, you can ensure that project management is both efficient and effective.

We are revolutionizing the way Small & Medium Businesses (SMBs) create and automate workflows. Our solutions, designed for enterprise performance, boost your team's efficiency and profitability without the sky-high costs of traditional enterprise solutions and consultancy services! Experience the automation of all your recurring business processes seamlessly. Explore how Flowers can enhance your invoice approval processes. Effortlessly digitalize your invoices and manage them from any location at any time, ensuring accuracy around the clock. Discover the features that make Flowers workflows not only effective but also powerful and distinctive. Witness how we assist our clients in reshaping their perspectives on workflows. Flowers is streamlining the intricate landscape of digital business organization through fast, user-friendly, adaptable, and automated workflows. With our no-code process editor and cloud platform, your workflows become both efficient and lucrative. Access everything you need to know about your workflows from anywhere, at any time. Decision-makers consistently rely on Flowers to automate their workflows and enhance their operational processes. By choosing Flowers, you’re not just adopting a tool; you’re embracing a smarter way to work.

Nilus is an all-in-one platform designed to automate the reconciliation, reporting, and payment processes for finance departments. With just a simple click, you can enhance your financial workflows effortlessly. Make quicker and more informed decisions using a centralized financial hub that integrates data from various providers, backend systems, and ERP, establishing a comprehensive source of financial truth. All your financial data and payments are consolidated in one location, providing you with an immediate overview of cash balances, outstanding collections, chargebacks, and associated fees. By utilizing automated reconciliation and payment processes, you can significantly reduce losses, minimize errors, and identify issues more swiftly. Ensure compliance through thorough audit trails, event logs, timely reporting, and structured approval workflows. Transition from manual, error-prone processes to entirely automated and customizable reconciliation workflows. Additionally, gain real-time insights and detailed reporting of reconciled financial transactions at the transaction level, enabling you to maintain a clear perspective on your financial activities. This holistic approach not only enhances efficiency but also empowers finance teams to focus on strategic initiatives.

Paymefy enables you to enhance recovery rates while minimizing both expenditure and effort. Our streamlined one-click payment solution accelerates the collection process, significantly shortening debt management timeframes by as much as two months. This means you are able to recover a higher number of defaults in a fraction of the time. We design notification sequences that reach your customers via various online channels, ensuring effective communication until payments are completed. Say farewell to the hassle of phone calls and traditional mail! Moreover, the automation of default management not only saves you precious time but also helps you cut down on operating expenses by tens of thousands of euros. By pulling non-payment data directly from your CRM, we lighten your workload and tailor notifications to reflect your brand’s visual identity. Our approach mimics your style of communication with clients. Additionally, Paymelinks are unique, customizable links that allow customers to settle payments in a single click using their credit cards, with each link specifically identifying a transaction for collection. We also customize the initial setup to incorporate your domain, ensuring a seamless experience for your clients. This means you can focus on what really matters—growing your business.

Apiday is dedicated to simplifying sustainability for businesses, ensuring it is easy, quantifiable, and cost-effective. Enhance your ESG performance with practical tools and insightful actions. With over 180 integrations, advanced AI data extraction, and comprehensive ecosystem ESG surveys, you can effortlessly locate, consolidate, and oversee your ESG data. Apiday provides complete support for a diverse array of ESG services, including automated responses to ESG questionnaires, impressive analytics, and customized sustainability roadmaps. No longer will you need to spend countless hours sifting through outdated spreadsheets and disorganized documents for ESG information; regardless of the file format, Apiday’s AI expertly identifies and extracts the necessary data for you. Furthermore, Apiday offers tailored suggestions for your ESG requests based on information gathered from your organization's documents, ensuring you have the insights needed for informed decision-making. With Apiday, you can streamline your sustainability efforts and focus on achieving your environmental goals more efficiently.

SecureGlobalPay is a well-established provider of comprehensive merchant account services catering to both retail and high-risk sectors. We specialize in delivering complete merchant solutions tailored for diverse business types, with a particular emphasis on high-volume merchants that may face challenges in approval, such as those in ticketing, firearms sales, telemedicine, adult services, collections agencies, and the travel and hospitality industries. Additionally, we offer support to merchants who have experienced account terminations or suspensions and are looking to rebuild their processing capabilities. To ensure we meet the unique needs of our clients, we operate multiple business units focused on specific industry segments. Our team is composed of knowledgeable professionals who collaborate closely with merchants to identify the most suitable services from our extensive offerings. Once a merchant account is set up, we continue to nurture our relationships, providing ongoing support and assistance to help them thrive in their respective markets. This commitment to long-term partnerships allows us to adapt our services as merchants grow and their needs evolve.

Konnect BI reveals the untapped potential within everyday business data, turning overlooked opportunities into profitable ventures. With a strong focus on providing exceptional analytic solutions, Konnect Analytics empowers organizations to make informed decisions. Users can effortlessly design reports and dashboards using intuitive drag-and-drop tools that enhance ease of use. The platform features dynamic charts that allow for customizable values and colors across various categories. Additionally, Konnect BI enables the creation of both interactive dashboards and customizable reports tailored to specific users or the entire organization. Reports can be effortlessly generated, sorted, and shared with designated groups at any moment. Furthermore, Konnect BI prioritizes data security by offering account-specific access, ensuring that information is only available to authorized personnel within the organization. By providing user-centric data access, Konnect BI facilitates strategic insights that drive business growth. Ultimately, this platform is designed to enhance overall operational efficiency while maintaining a secure environment for all users.

Quickly obtain information regarding labor and equipment to ensure projects remain on schedule and within budget. Gain immediate insight into the status of your projects. Our timecards effectively document who was present, what installations were performed, the equipment utilized, and the associated costs. Your workforce is an invaluable asset. Through our seamless integration with Procore, your Riskcast manpower and daily logs can be effortlessly transferred into your Procore environment or that of your construction manager, or both. Our timecards are specifically designed for the construction sector, allowing you to operate in a manner that suits your needs while delivering essential information to the home office. Monitor crew and equipment hours with user-friendly tools that offer features such as electronic signatures, per diem allowances, tagging options, and customizable workflows. Riskcast Solutions is dedicated to enhancing productivity and forecasting within the construction industry. Our platform streamlines the process for crews to record labor, materials, equipment usage, and more, significantly reducing the need for tedious data entry tasks. This efficiency not only saves time but also allows for more accurate tracking and reporting, ultimately leading to improved project outcomes.

Effective planning doesn't guarantee that a project will unfold as expected once the implementation begins, as it is primarily the management of the project that influences its trajectory. The manner in which challenges are addressed during the project's lifecycle often plays a crucial role in determining its overall success. A project is considered successful if it remains within its planned timeframe and budget. At this juncture, QBIS Project sets itself apart from traditional project management systems. QBIS not only delivers a contemporary and intuitive time tracking tool but also simplifies the process for professionals involved in project management or finance to detect unbilled hours and misreported time entries. It equips project managers with an easy-to-use solution, enabling each project member to log their activities, thereby providing valuable insights into the work being performed, the timing of those tasks, and the individuals responsible. This clarity significantly enhances the ability to propel the project forward. Furthermore, QBIS offers proactive alerts and real-time updates based on team time reporting, ensuring that managers are always informed about the project's status. In doing so, it fosters a collaborative environment that ultimately strengthens the project's potential for success.

Say goodbye to tedious data reconciliation and the anxiety caused by technology, as you embrace seamless integrations, efficient app onboarding, and smooth data migrations that empower your business's growth. LINK serves as a centralized integration solution for application service providers, enabling your team to concentrate on the core aspects of your service roadmap while we manage your integration backlog. Our team deploys and maintains integrations within your existing infrastructure, providing peace of mind regarding data breaches and compliance concerns. We have successfully scaled our customers to over 10,000 locations, utilizing our sophisticated support tools and integrated ticketing systems. By offering bulk usage discounts across all integrations, we significantly enhance cost efficiency when compared to the expenses associated with native builds. Our rapidly expanding portfolio of integrations opens doors to new markets and geographical regions, ultimately benefiting your clientele. We prioritize continuous and optimal performance through regular updates, constant monitoring, and necessary adjustments, ensuring you stay ahead in a competitive landscape. With LINK, you can focus on innovation while we take care of your integration needs.

DataBlend serves as a specialized Integration Platform as a Service (iPaaS) tailored for CFOs, controllers, and their teams, providing them with a no-code, low-code workflow builder. This enables finance and accounting professionals to effortlessly create secure and seamless data integrations. Organizations utilize DataBlend to gather and merge data from various sources, establish workflows—such as field mapping, pivot tables, and extensive data transformations through nearly limitless custom scripting options—and schedule events, ensuring that users consistently have access to real-time data. With DataBlend’s user-friendly interface, managing all application integrations becomes straightforward, removing the necessity to depend on IT personnel for overseeing multiple point-to-point connections. As a result, teams can enhance their data handling efficiency and make informed decisions with ease, without being hindered by technical complexities.

Effortlessly extract vital information from supply chain documents and correspondence without code, allowing data synchronization with any IT infrastructure. This includes business communications that feature forecasts, orders, and delivery confirmations. Spreadsheets can effectively capture all the nuances of your workflow, but a cohesive structure is essential for growth. It is important to establish and uphold consistent data entry standards across various departments. Our AI technology can automatically extract data from emails that include attachments and fill spreadsheets. Since each customer operates differently, adhering to your established protocol may prove difficult. Nonetheless, AI can seamlessly adjust to these variations on your behalf. For instance, you can provide a sample document to create a straightforward template in Excel and ensure the accuracy of the results. By directing emails to a designated and secure email address, templates can be populated with data extracted from incoming messages. Additionally, data can be synchronized with enterprise software, enabling the effective use of structured information throughout your organization while enhancing efficiency and productivity. Implementing such a system not only streamlines operations but also fosters better collaboration among departments.

Reduce the time spent on processing documents, generating new ones, and entering data into spreadsheets by utilizing a streamlined approach. By consolidating the management of supplier relationships and project expenditures in one platform, you can achieve significant savings in both time and resources. GigBridge not only grants your team the opportunity to reclaim hundreds of hours, allowing for a greater focus on delivering high-quality projects and securing additional work, but it also enhances the procurement process with quick access to supplier data and pricing. You can monitor the quality, costs, and advancement of onsite work, while linking your program for an up-to-date overview of expenses. Additionally, GigBridge simplifies the management of payment applications, facilitates the generation of payment notices, and enables invoice approvals, all while integrating seamlessly with your accounting software. Keep track of expenses and compile Cost Value Reconciliation (CVR) reports to maintain financial oversight. Share insightful dashboards with clients and upper management to foster transparency. By saving countless hours annually, your team can venture into more projects without needing extra resources, as GigBridge empowers commercial and finance teams within the construction industry to collaborate seamlessly and manage project costs proficiently. Ultimately, this innovative tool not only improves operational efficiency but also positions your company for sustained growth and success.

Convert your business logic into automated workflows powered by AI, allowing you to prioritize strategic initiatives instead of getting bogged down in spreadsheets. By optimizing your transactions that span various isolated systems, you can enhance your ability to oversee entire cross-entity transaction chains effectively. Nominal standardizes and consolidates data from disparate accounting systems, guaranteeing that accurate financial data is readily accessible in a single location. It not only identifies, recommends, and executes end-to-end transactions but also manages inter-company eliminations, resulting in clean and audit-ready financial records. Seamlessly integrating with your accounting software and the broader financial ecosystem, Nominal’s twin-ledger provides a multi-entity general ledger that remains consistently synchronized with all your financial records, eliminating the need for migration and minimizing risk. Additionally, Nominal supports third-party integrations alongside built-in sub-ledgers to ensure adherence to accounting regulations like lease accounting and revenue recognition. By leveraging the capabilities of generative AI, you can effortlessly automate and refine your distinct business processes for greater efficiency and productivity. This innovative approach empowers businesses to adapt seamlessly to changing environments while maintaining financial accuracy.

KEY ESG assists in pinpointing the essential metrics and frameworks tailored to your business while establishing streamlined ESG management processes. We simplify and enhance the accuracy of ESG data collection, making it a seamless experience. With our comprehensive metric library, businesses and investors can easily adhere to all prominent ESG frameworks and regulations, ensuring they remain informed of any updates. Whether it's SFDR, CSRD, IFRS, or EDCI, our software is designed to accommodate them all. Our platform provides straightforward visualizations of your ESG data, which can be accessed directly or exported for better communication with stakeholders. You can delve into the data by site, asset class, fund type, or portfolio company to pinpoint feasible improvement opportunities and convert insights into actionable steps. KEY ESG empowers you to establish targets and action plans to meet your ESG objectives effectively. Additionally, you can benchmark your ESG data against external standards to provide context before setting targets and monitoring your progress toward achieving your goals. This holistic approach ensures that every aspect of your ESG strategy is both data-driven and outcome-oriented.

Enhance your sales performance using our cloud-based Sales Planning platform, which serves as an automation center that effectively integrates your go-to-market strategy with your overall business goals. Reduce expenses and increase efficiency through our intuitive, completely no-code modules. Accelerate the achievement of your sales objectives with our ready-to-use features, transforming plans into tangible outcomes faster than ever before. The sales planning process is made easier and quicker. Create fair sales territories that enhance revenue while ensuring equitable workloads and improved market reach, thereby positioning your sales teams for optimal success. Maintain ideal alignment among your organization, accounts, territories, and product hierarchies to ensure successful execution of your go-to-market strategies. Design sales territories that not only drive revenue but also promote fairness, and keep your sales teams engaged by establishing quotas that encourage achievement. Invest in this innovative approach to set your business on a path toward sustained growth and success.

Najar empowers organizations with flexible, AI-enhanced procurement solutions that ensure comprehensive visibility and control over all purchasing decisions and expenditures. Acting as your strategic ally, we aim to transform both procurement and financial operations for the better. By integrating expense optimization with efficient procurement processes, Najar enables you to cut costs while simplifying intricate financial workflows into an effortless, user-friendly experience. Our expertise in purchasing, combined with cutting-edge technology, allows for seamless integration with your existing tools, delivering exceptional visibility, adherence to regulations, and enhanced operational efficiency. Keep your team aligned and processes compliant effortlessly, ensuring a smooth workflow without stress. Our compliance and workflow management tool is designed to make your daily operations more efficient, guaranteeing that everything runs smoothly and adheres to guidelines, freeing you from the minutiae. With Najar, you can achieve complete oversight of your expenditures, optimize your processes, and harness insightful data to drive your business forward. Ultimately, we empower you to navigate the complexities of procurement with confidence and ease.

For over 19 years, we have empowered our clients to enhance their decision-making regarding their most critical assets, enabling them to operate in a safe, sustainable, and profitable manner. Radiant facilitates the identification and safeguarding of these vital assets, thus promoting loss prevention and ensuring fiduciary accountability. The absence of a robust automated asset tracking system often results in unnecessary redundancies, increased costs, and cumbersome manual workflows. With the introduction of BLE, RFID, GPS, and various other tracking technologies, it has become feasible to keep a real-time inventory of all assets. Unlike many competitors, Radiant's solutions are infrastructure-free, allowing businesses to achieve immediate cost savings without the burden of expensive hardware investments. Furthermore, Radiant assists organizations in effectively implementing and evaluating evacuation strategies, contact tracing, and enhancing overall safety for individuals. By leveraging our advanced tracking technologies, clients can effortlessly streamline their asset management processes.

InCruiter integrates an AI interview scheduling tool with an applicant tracking system to monitor candidate progress and gather feedback on interviews. By leveraging AI-driven interview solutions, InCruiter simplifies the recruitment process for stakeholders, addressing the evolving demands of hiring. Our comprehensive suite of products caters to various interview challenges, whether you aim to automate the interview process, broaden your interview reach, or improve recruitment quality. With access to a robust network of over 3,000 seasoned interviewers, you can ensure thorough evaluations for both technical and non-technical positions. The platform streamlines everything from interview scheduling to in-depth feedback reports, making the recruitment journey quicker, more intelligent, and dependable. Join a community of over 400 clients who are transforming their hiring strategies with InCruiter's innovative AI platform, enhancing their overall recruitment effectiveness and achieving better hiring outcomes. Elevate your recruitment practices today by embracing the capabilities that InCruiter offers.

Mapal's Culture Suite aims to instill sustainable behavioral transformations within hospitality teams, thereby improving both brand reputation and employee performance. This innovative suite provides essential tools that enhance learning and development initiatives, simplify the onboarding process, and ensure compliance is maintained effortlessly. By integrating the Flow Learning management system, it amplifies staff skill enhancement, aligns learning opportunities with real-time feedback and daily responsibilities, and supports career growth for employees, ultimately leading to increased productivity and job satisfaction. Furthermore, the digitalization of compliance processes alleviates the burden of upholding standard operating procedures, making them readily accessible from anywhere, while also saving valuable time through automated deviation management and ongoing refresher training sessions. Trusted by a network of over 2,000 brands across more than 50 countries, the Culture Suite stands as a testament to effective operational solutions. Our ambition is to establish ourselves as the premier hospitality operating system, delivering transformative innovations that facilitate the automation and streamlining of processes through both proprietary and partner-driven solutions. In doing so, we aspire to redefine industry standards and elevate the overall guest experience.

MonetizeNow stands out as the pioneering integrated platform for quoting, billing, and usage specifically designed for B2B SaaS companies. It caters to both straightforward self-service transactions and intricate enterprise arrangements, featuring options such as minimum commitments, prepaid credits, and pay-as-you-go pricing models. This platform is intentionally crafted to meet the needs of contemporary B2B SaaS businesses, creating a cohesive environment that unites sales, finance, and engineering teams to effectively scale customer engagement without any friction. By merging quoting, metering, billing, and reporting functionalities, MonetizeNow offers a seamless plug-and-play experience from quote generation to cash collection across diverse sales channels. Businesses benefit from reduced manual workloads, thereby enabling enhanced focus on strategic pricing and innovative market entry approaches. Users can swiftly generate complex quotes and fully automate their billing workflows, efficiently managing proration, co-term agreements, and renewal processes to ensure smooth operations, ultimately driving greater customer satisfaction and business growth.

Taiki presents a versatile API that automates the process of extracting tax documents and associated data from a variety of payroll and financial service providers. With this innovative solution, users can eliminate the need for manual document uploads by securely linking to numerous financial platforms, thus simplifying the retrieval of essential tax information. The API is capable of handling an extensive array of documents, such as 1040s, W-2s, 1099s, and bank statements, among others. Users benefit from built-in document processing, allowing them to request and obtain only the specific data fields they need, which significantly enhances efficiency in data collection. Taiki's integration features cover a wide range of financial institutions and services, including notable names like ADP, Bank of America, PayPal, and TurboTax, providing users with a comprehensive solution to meet their varied requirements. The platform also offers adaptable pricing structures, including options for pay-as-you-go and annual subscriptions based on user count, catering to both individual and corporate clients alike. Additionally, the implementation process is designed to be quick and user-friendly, ensuring a seamless experience from the outset.

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

The Magic EDI service platform serves as a centralized solution aimed at streamlining B2B data exchanges with trading partners, thereby improving efficiency, precision, and responsiveness. It accommodates an extensive variety of EDI messages and transport protocols, allowing for smooth integration with different systems. Featuring a one-to-many architecture, the platform permits a single connection for each business process, irrespective of the number of partners involved, which simplifies both deployment and maintenance. With an impressive catalog of over 10,000 preconfigured EDI partner profiles and more than 100 certified connectors to key internal business systems like SAP, Salesforce, SugarCRM, and JD Edwards, the Magic EDI platform enables quick digital connectivity. Furthermore, it includes a self-service onboarding portal for partners, which helps minimize both setup costs and time. The platform also guarantees comprehensive visibility into every EDI transaction, automates supplier updates through standardized EDI messages, and integrates seamlessly with freight management systems, enhancing overall operational efficiency. This advanced solution ultimately empowers businesses to focus more on their core activities rather than on the complexities of data exchange.

A3 EDI serves as a synergistic B2B solution that streamlines real-time digital communication with trading partners, allowing businesses to tap into an extensive network of companies for growth opportunities. It enhances the ecommerce experience by facilitating seamless connections with partners, irrespective of the software, data formats, or unique requirements involved. Through the automation of document processing and the reduction of manual tasks, the platform guarantees uninterrupted service and a fully dependable system, which ultimately boosts profitability, even when faced with economic difficulties. A3 EDI effectively manages global information flows, ensuring that transactions are automated and integrated in accordance with partner specifications. It refines the entire supply chain process, encompassing purchase orders, shipping notifications, and electronic invoices. Furthermore, the platform interfaces with various marketplaces, such as Amazon, ecommerce platforms, software applications, and logistics providers, enabling businesses to capitalize on digital avenues. The integration of these features not only simplifies operations but also positions companies to thrive in an increasingly competitive market.

Sonny9 is an innovative AI-driven front office solution tailored for professional services firms, aimed at optimizing the management of client onboarding, document collection, and communications. This platform automates the collection of client data, ensures thorough document validation, and engages in real-time follow-up inquiries, thereby facilitating prompt information delivery from clients. With seamless integration into major tools like QuickBooks, Sage, and Google Drive, Sonny9 allows firms to eliminate tedious tasks, enhance data management, and concentrate on more impactful projects. Furthermore, it empowers firms to efficiently handle client interactions by automating monthly data intake and providing immediate responses to any questions regarding documents. In addition to these features, the platform conducts initial analyses, creates reports, and updates the firm's central records, ultimately increasing team efficiency and conserving valuable time. By streamlining the document processing speed and enhancing communication channels, Sonny9 effectively alleviates client anxiety while boosting overall workforce productivity, making it an essential tool for modern firms. This powerful solution not only saves time but also fosters a more organized workflow, resulting in a better service experience for clients.

Obol serves as an innovative cash flow management platform designed to assist finance teams in automating, planning, and overseeing every aspect of cash flow operations. By merging bank accounts, ERP systems, and payment processors into a single cohesive cash hub, Obol delivers real-time insights into liquidity, allowing businesses to concentrate on their growth strategies. The platform features a dynamic cash hub that consolidates cash positions and transactions from various financial institutions, presenting users with a comprehensive real-time overview. Users can effortlessly access the latest actual cash reports, which are enhanced with all the essential insights needed for informed decision-making. Additionally, Obol's bottom-up forecasting capability enables the creation and maintenance of intricate rolling plans, facilitating effective navigation of future cash flows. With its scenario planning feature, businesses can simulate different outcomes, ensuring decisions are well-informed and strategically sound. Furthermore, Obol provides real-time views and customized reports for thorough analysis of financial cash data, which aids in pinpointing anomalies and irregularities, leading to prompt resolutions and improved risk management strategies. This holistic approach not only streamlines cash flow management but also empowers organizations to make proactive financial decisions that enhance long-term success.

Equinox Law Firm, developed by Questel, is an all-in-one trademark management solution tailored for law firms and intellectual property professionals, enabling them to navigate the intricate landscape of trademark portfolios with ease. This powerful software consolidates all activities related to trademarks, equipping users with advanced features for case management, docketing, and deadline monitoring while adhering to international IP standards. With Equinox Law Firm, firms can effortlessly oversee client portfolios, keep track of application progress, and stay informed about important deadlines through user-friendly dashboards and automated alerts, which significantly mitigate the likelihood of expensive mistakes. Additionally, the platform fosters real-time collaboration, facilitating effective coordination among team members, sharing of updates, and equitable distribution of tasks. The inclusion of customizable workflows, detailed client reporting, and data visualization capabilities further promotes clarity and enhances communication with clients, ultimately driving greater efficiency in trademark management. Overall, this software solution represents a significant advancement for legal professionals seeking to optimize their trademark management processes.

The SCExpert platform, developed by Made4net, serves as a versatile and responsive supply chain execution solution tailored to the evolving demands of contemporary enterprises. It is accessible through both cloud-based and on-premise deployments and boasts an integrated suite that covers warehouse, transportation, labor, and yard management functionalities, which can be implemented individually, adjusted, or combined as necessary. Designed with a unified technology stack from the outset, SCExpert facilitates smooth integration with a variety of backend systems, such as SAP, Dynamics, Netsuite, Sage, Acumatica, along with ecommerce solutions like Magento and Shopify. Among its standout features are a flexible data model that accommodates multiple inventory and document formats, customizable business logic for establishing multi-tiered policies, and a user-friendly interface that allows for tailored views, searches, reports, and dashboards. Additionally, it provides role-based user access and an open integration layer, simplifying the process of incorporating third-party applications into the ecosystem. This adaptability ensures that businesses can optimize their supply chain processes to align with their specific operational requirements.

Tailor is an innovative, headless ERP platform that prioritizes low-code development, allowing businesses to swiftly and effectively create customized backend solutions. Its modular applications can be tailored to meet specific operational requirements, enhancing adaptability. Featuring an open API-first structure, Tailor facilitates smooth integration with popular tools such as Shopify, ShipStation, Loop, and QuickBooks, promoting cohesive business operations. The platform enables the rapid creation of APIs from schemas and offers support for integrating business logic via pipelines and functions, while also simplifying workflow management through event triggers and state machines. By decoupling backend data processing from the frontend user interface, Tailor delivers exceptional flexibility and scalability to users. This architectural design empowers organizations to configure their ERP systems according to distinct processes and needs, breaking free from the conventional constraints of traditional software. Ultimately, Tailor stands out by providing a versatile framework that evolves alongside a business's changing demands.

OPAL offers a cutting-edge, AI-driven fulfillment solution tailored for eCommerce businesses of all sizes, effortlessly overseeing the pick, pack, and ship processes via an autonomous, touchless order management platform that integrates all sales channels, removes expensive EDI fees, and provides a real-time interactive dashboard for comprehensive monitoring of the fulfillment workflow. Additionally, it automatically imports EDI orders into QuickBooks and works seamlessly with various shipping carriers to generate weight-based packages, as well as packing slips, labels, and bills of lading, all while aiming to minimize costs and enhance speed and precision. As businesses grow, OPAL scales effortlessly without necessitating extra staffing, allowing for a quick setup and ensuring better accuracy in inventory and order records. This solution can handle over 50 orders daily and reduce order processing times by as much as 90%, all while slashing costs by nearly 80% and achieving a remarkable accuracy rate of 99%, thereby significantly decreasing returns and undelivered packages. With OPAL, businesses can streamline their fulfillment processes and focus on growth and customer satisfaction.

Longview Transfer Pricing enhances and simplifies the process of operational transfer pricing by consolidating data from various sources into a unified system where aspects like data collection, allocation, segmented reporting, and profitability assessments are managed through user-friendly, customizable modules. Its rule-based engine facilitates the calculation of transfer price targets and necessary adjustments across product, entity, and counterparty levels, allows for intraperiod examinations and goal-seeking scenarios, and utilizes historical data to track margins and uphold global compliance standards. Users are empowered to organize intercompany transactions, establish multi-dimensional segments—such as product, geographic region, and cost center—and perform real-time currency conversions while managing FX rates seamlessly. Furthermore, with the help of dynamic dashboards, engaging visualizations, and detailed analytics, finance and tax professionals can derive valuable insights into pricing strategies, all while ensuring comprehensive audit trails and documentation that align with BEPS regulations. This comprehensive approach not only streamlines compliance but also enhances decision-making capabilities across the organization.

Commenda is a cutting-edge global business console driven by AI that consolidates various processes like entity formation, incorporation, tax compliance, and financial reporting into a single, user-friendly platform. It streamlines the entire lifecycle of international expansion, handling everything from establishing subsidiaries and creating transfer pricing agreements to submitting VAT, GST, sales tax, and corporate tax returns, all while providing real-time dashboards for ongoing compliance checks, automated notifications for approaching deadlines, and centralized document management. Additionally, the platform incorporates built-in workflows that enforce governance measures such as duty segregation and risk assessments, alongside API integrations with top ERP and accounting software to ensure seamless data flow, maintain audit trails, and facilitate budget-to-actual variance analysis. Users benefit from the ability to produce standardized filings, custom reports, and cross-border financial statements without the need for manual spreadsheets, and they can access an on-demand network of local experts for assistance. This comprehensive approach not only enhances operational efficiency but also strengthens the overall compliance framework for businesses operating in multiple jurisdictions.

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

bMobile Route, a distribution tool that allows businesses to manage sales and deliveries through demand forecasting, route optimization, and more. It allows users to create invoices, receive payment via cash, cheque, or credit card methods, and keep customer records in one central location. bMobile Route allows businesses the ability to track inventory, shipments, and sales orders via regular audits. Customers can use the eCommerce portal to place orders quickly and process payments, facilitating fulfillment processes. Businesses can also track and manage their fleets and field service agents from different locations with various navigation tools. bMobile Route can integrate with many third-party ERP systems and accounting systems, including NetSuite, Sage, NetSuite and Microsoft Dynamics. Pricing information is available upon request. Support is also available via email, phone, and other online methods.

Bringing together over three decades of expertise in both the Recycling and ITAD sectors, CycleLution delivers cutting-edge cloud solutions and services tailored for a diverse clientele. Our goal is to provide an economical software solution that encompasses a wide range of functionalities, offering both flexibility and scalability to enhance our clients’ operational efficiency and transparency, ultimately maximizing their return on investment. Our Software and Services cater to various recycling and recovery activities, including OEM Reverse Logistics, IT Asset Disposition and Recovery, Electronics Waste Recycling, Scrap Metal Refining, Precious Metal Recovery, Scrap Plastics Recycling, and Material Donation Processing Centers like Goodwill Industries, as well as smaller buyback Recycling Centers. By partnering with us, our clients can add significant value to their operations, broaden their market presence, and boost their profitability. We are committed to continually evolving our offerings to meet the ever-changing needs of the industry.

World-class product, world-class support. We go the extra mile to make sure you are able to provide the best service for your guests. For any business. Motels, resorts and hotels. We have a solution for you, no matter how many rooms you have. Our implementation professionals will work closely with you to ensure that our solutions are a good fit for your business. We will show how to use our tools to save you time and make more money from each guest transaction. It doesn't have to be difficult to change software. Our work is guaranteed. We guarantee your complete satisfaction or we will return your money. Motels, resorts and boutique hotels are all options. We have a solution for you, no matter how many rooms you have. Our solutions can manage your reservations, deposits and check-outs, guest files, payments, sales, audit reports, and guest folios.

We have added the highly-coveted "Pay Now” button to emailed invoices. This allows your customers to pay online via Credit Card and ACH. A/R will automatically be updated when payment is received. This automation and simplification has saved us on average 3-5 minutes per transaction. This means that if you do 6 transactions per month, you can save 8 hours! We spoke with customers and found that many were spending more time manually entering credit card and ACH payment information into their software. They also experienced less-than-desired customer support and finger-pointing from credit card companies. To solve these problems, we created integrated processing within our software and became our own merchant processor. Print Reach Pay customers typically save 3-5 minutes per credit-card transaction thanks to its simplification and automation.

Fedelta's Point of Sale system is a robust and comprehensive tool designed to elevate your business operations significantly. With the ability to oversee and control your business activities from any location and at any time, it offers unparalleled convenience. You can reward your loyal customers while seamlessly tracking their transactions and expenditures. By allowing your customers to place orders online, you can save valuable time and boost sales. The system also facilitates stock management, ordering, and transfers, all through an integrated solution. Tailor your dashboards to your preferences and gain instant access to detailed, real-time business insights. While it is cloud-enabled, it does not rely solely on cloud infrastructure. Its enterprise-level functionality supports scaling from a single outlet to thousands of locations effortlessly. Additionally, Multi-Tiered Database Redundancy ensures uninterrupted trading capabilities. This system is designed for optimal management of multiple outlets, guaranteeing that our solutions are effective for your business's unique needs. Our Multi-Tier Redundancy feature means you won't have to depend entirely on internet access. This proven solution is trusted by large publicly traded companies and industry leaders alike, and we offer the best Service Level Agreement with guaranteed resolution times for your peace of mind. Moreover, with our system, your business can confidently navigate the competitive landscape while maintaining exceptional service delivery.

LandMark 4 provides immediate access to up-to-date data and automates labor-intensive manual tasks, resulting in substantial cost reductions and enhanced oversight of property portfolios across various sizes. This solution caters to the requirements of the real estate industry, delivering the functionality of a desktop application within a web-based framework. With a centralized core database, it is designed to maintain comprehensive information pertaining to companies, properties, units, and tenancies. Featuring a contemporary, ‘metro’ aesthetic, LandMark 4 is user-friendly and easy to navigate, minimizing the need for extensive training and facilitating quicker user adoption. The system can be swiftly installed and managed without the necessity of separate installations on every user’s device. Furthermore, LandMark 4 is among the few property management tools that provide complete integration with Sage, being fully compatible with Sage 50, 100, MMS, and 200, along with the acclaimed CODA-Dream system. Additionally, it allows for the efficient generation of invoice transactions on a regular schedule for various charges such as rent and license fees, making it a versatile choice for property managers. Overall, LandMark 4 stands out as a robust solution tailored to meet the evolving demands of property management.

eoStar is a complete software solution for direct store delivery distributors. It includes route accounting, warehouse management and voice picking. Forecasting and mobile sales capabilities are also available.

Our shipping software operates in real-time within your accounting system, seamlessly sending order information, generating tags, and creating all necessary international documents based on order specifics without needing any user interaction! Additionally, it can write backtracking, pricing, and cost data as needed. For those seeking tailored solutions, custom integration is available, or you can develop your own unique pop-up or background processing shipping system utilizing our Freight+ API (SDK Software Developers Kit). Envision a multi-carrier shipping application that effectively consolidates and compares rates from UPS, FedEx, USPS, and LTL, all integrated into a user-friendly software that functions within your existing applications. Freight+ offers this and much more. Endorsed by UPS and FedEx as a viable alternative to WorldShip and Ship Manager, Freight+ optimizes your operations from quoting to shipping and tracking, ultimately saving you hundreds to thousands of hours in labor each year, proving that time truly equates to money. Whether your business ships over 10,000 packages daily or just a handful, Freight+ Shipping Software is designed to meet your specific requirements while enhancing efficiency. This adaptability ensures that every business, regardless of size, can benefit from streamlined shipping processes.

Software is what we do. For manufacturers. Amazing software. It works well and it is beautiful. Why? Faster rockets. Better cars. Cheaper production. What if everything could get 30% faster, better and stronger? Let's all work together to create this future. Atlas Solutions' Fulcrum is a SaaS platform that allows small and medium-sized manufacturers to increase efficiency through workflow optimization and automated data gathering. Fulcrum provides value through a digital, paperless workflow that leverages machine learning, predictive analytics, advanced heuristics, and machine learning to increase throughput and profitability. We help manufacturers transition to cutting-edge software that reduces stress, gets more out good employees, automates tedious tasks, and allows you to focus on what really matters: customer relationships.