Xero Integrations

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.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

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.

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.

A comprehensive scheduling platform that provides insights into availability, overtime, fatigue management, financial tracking, compliance, and shift conflicts. Guardhouse empowers you to effortlessly manage the scheduling of appropriate shifts at optimal times. By consolidating time and attendance, invoicing, and payroll into a single data entry point, it enhances accuracy, reduces time spent on administrative tasks, drives revenue, and increases profitability. The invoicing software integrated within Guardhouse alleviates the burdensome tasks associated with managing invoicing and payroll efficiently. Automated daily checks for security licenses and timely renewal notifications ensure that guard compliance profiles remain current. We collaborate with regulatory bodies in each state to guarantee adherence to essential compliance standards. With our fully compliant security incident reporting system, you can easily submit detailed incident reports, and the custom form building feature assures you that manual reporting is a thing of the past. Additionally, this system not only streamlines processes but also enhances overall operational efficiency.

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.

Self-service payroll management at your fingertips. With one comprehensive solution, you can oversee your team's payroll and HR administration effortlessly. Allow Reio to handle the intricate calculations and ensure timely submissions to HMRC. You can conveniently manage employee hours, and effortlessly approve holiday and sick leave requests right from the Reio platform, streamlining your administrative tasks. This user-friendly system empowers you to focus on your team's growth while handling essential payroll functions with ease.

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.

Microkeeper, a software development company located in Australia, was founded in 2010. It offers Roster, Timesheets, Payroll, and HR software. Microkeeper offers 24/7 email and phone support during business hours. Microkeeper offers training via documentation, live-online, webinars, and in-person sessions. Microkeeper is a SaaS service. Microkeeper includes: Attendance tracking software, automated calendar management, staff grouping messaging, mobile access payroll management, reporting/analytics resource management, roster distribution, rostering rostering, shift scheduling, vacation / leave tracking processing super, paying staff, distributing payslips fingerprint and NFC for timesheet, employee boarding, Tax File Number declaration, SMS roster, award automation, interpretation, leave requests form and much more

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!

Hello Club makes managing your club simple and efficient. Hello Club offers a wide range of features and flexibility that is ideal for many clubs and organizations. The main features include membership management, event management, booking system and access control system. You can also track attendance and make online payments.

Safeguard and manage your Xero accounting information effectively. This is essential for scenarios like disaster recovery or when experimenting with new features without impacting your live financial data. You can easily generate a duplicate of your current accounting information or retrieve it as it was at a particular moment. For those who prefer having a backup of crucial data stored on their personal devices, there’s a convenient one-click option to download key accounting data and transactions into a structured Excel spreadsheet. You can also access any of your daily backups to inspect essential accounting reports from a past date. This functionality assists in determining which backup to restore, while also offering quick access to vital reports in case Xero is temporarily unavailable. Additionally, having this backup capability ensures peace of mind, knowing that your important financial information is secure and accessible whenever needed.

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.

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.

A cost-free method for expanding a subscription-based venture. Regardless of your business size, Billby offers all the essential tools necessary to manage a subscription enterprise effectively. This complimentary online platform simplifies subscriber and billing management, allowing you to launch your service in just a few minutes. Billby seamlessly connects with well-known accounting software like Xero and QuickBooks, as well as payment processors such as Stripe and Braintree, equipping you with everything needed to operate a subscription or membership organization. It caters to any model that generates recurring revenue, including software providers, internet service companies, pay-as-you-go offerings, club memberships, and educational services. You can effortlessly add sign-up forms to your website without any coding, or design your own while utilizing our developer tools for smooth integration. Additionally, you have the flexibility to adapt your subscription options to meet the changing needs of your customers by employing various billing cycles, intricate pricing structures, and subscription add-ons, ensuring your service stays relevant and competitive. With Billby, managing subscriptions has never been easier.

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

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.

12d Synergy means efficiency for people who are tired of the chaos and slow pace of work. 12d Synergy allows you to work from anywhere and at any time, without being tied down to your desk. 12d Synergy represents productivity for pioneers who know that there is a better, smarter, faster and more efficient way to do work. With simple email management, retrieval, and filing, you can transform email clutter into reliable documentation. AEC offices are in dire need of a centralised, solid document management system. Superior folder-based geospatial management that speeds up data transfers and reduces data storage. It also streamlines worksharing. You can conquer CAD chaos with an automated, smarter way to manage your data. This will increase your productivity and efficiency.

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.

Our software increases deliverability and automates follow ups, so you get more responses with less effort. You can create contacts manually, use the contact forms, or import bulk prospects via CSV or Google Drive spreadsheets. Maximize your workflow and automatically import your Google Drive spreadsheet when it is modified. Personalization makes every email stand out and increases open and reply rates. Your own attributes/merge tags. Variations can be added using A/B Testing and dynamic texts to increase deliverability and improve your response rate. You can find new leads every day by waking up and building a predictable pipeline. We reach out to prospects who have already replied via the campaign and then take those contacts into consideration. Spam filters are becoming more sophisticated every year. Our advanced auto-warmer technology monitors and maintains your inbox health so that your emails have a better chance of reaching your recipient.

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.

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.

Magestore is a fast, customizable, and scalable point of sale solution for Magento merchants, seamlessly connecting online and offline stores. With real-time updates for orders, inventory, and customer data, it ensures unified operations, reducing manual errors and improving efficiency. Its robust features include real-time inventory tracking, flexible payment options, and offline mode, keeping your business running during outages. Designed for omnichannel success, Magestore POS supports online order pickups, in-store returns, and personalized customer interactions through access to customer profiles and purchase history. Its intuitive interface minimizes training time, enabling staff to process transactions efficiently. Scalable and customizable, Magestore POS is ideal for growing businesses with multiple locations. Centralized management simplifies inventory and order handling across channels, while analytics provide insights into sales, staff productivity, and customer behavior. You can integrate the POS with payment, accounting systems, shipping platforms, ERP, CRM, and more. As a Magento-native solution, our ecommerce POS eliminates third-party software, offering a streamlined, reliable solution for modern retailers.

RMS provides scalable, cloud technology to over 6,500 properties in 45 countries. This technology helps them manage, operate, and grow their hospitality accommodation business. RMS is a market leader in innovation for more than 35 years. This insight has informed the continuous evolution of its robust, fully integrated platform. RMS offers a wide range of native features and a broader product offering that enables operators to increase their revenue, streamline operations, and engage and retain loyal clients. Our innovative approach drives our expansion into global markets. Our focus on continuous improvement and customer experience positions us as a key partner for properties of all sizes, as well as groups looking to optimise multinational enterprises. Our property management software is the fastest-growing in the world. Our dedicated global teams work hard to make our customers happy every day.

OWNA is a child care management app that allows staff and directors to meet compliance requirements in their child care centers. OWNA can do everything for your business, from staff and centre management to parent engagement.

Everlance is the modern expense and mileage management platform. With our easy-to-use financial tools, we help independent workers and businesses save time and money. Our mileage and expense tracker was launched in 2015. It has more than 1 million users. It has a top rating in the app store, and Apple has named it one of the "Best New apps". Our users have collectively logged more than 20 million miles. Everlance Business was built on user feedback. It takes the hassle out of corporate compliance and reimbursements. It connects the app with our central dashboard for administrators, which allows seamless reporting, payments, and cost management.

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

Our multi-channel retail eCommerce software integrates customer management, order processing, inventory oversight, shipping coordination, and accounting functionalities into one comprehensive platform, allowing you to operate with exceptional precision and efficiency. This software is designed to cater to businesses of all sizes, featuring an advanced stock management system that encompasses all necessary tools to oversee your inventory effectively. You can collaborate seamlessly with all your suppliers, utilizing dedicated pricing lists directly from the platform, which streamlines the vendor management process. By consolidating all your orders into a single system, you can devote more time to meeting customer needs effectively. In addition, our platform enables you to easily print professional invoices, packing slips, and labels directly from within the system. You can simultaneously sell across various marketplaces, retail outlets, and POS systems while maintaining centralized control of your operations through our platform. Furthermore, you can create manual sales orders in eSwap and track their progression from the initial order stage all the way to fulfillment, ensuring a smooth workflow throughout the process. This holistic approach not only enhances productivity but also significantly reduces the chances of errors in your retail operations.

We specialize in time and attendance, payroll integration, and human resources solutions. Our comprehensive suite of products empowers organizations to enhance employee management, simplify payroll processes, and automate labor-intensive tasks that can incur high costs. This integrated approach fosters a balance between work and personal life for companies. By utilizing our user-friendly software, hardware, and mobile applications, you can alleviate the challenges associated with tracking employee time and attendance, minimize inaccuracies, and lower expenses. With Timerack HR, you can consolidate all essential HR functions and workflows seamlessly. Our user-friendly software equips you with the necessary tools to oversee the entire employee lifecycle from hiring to retirement, ensuring a smooth transition at every stage. Additionally, our seamless integrations allow you to transfer employee time and attendance information directly into your current payroll system, making payroll calculations as easy as a single click, streamlining your operations significantly.

Blendo stands out as the premier data integration tool for ETL and ELT, significantly streamlining the process of connecting various data sources to databases. With an array of natively supported data connection types, Blendo transforms the extract, load, and transform (ETL) workflow into a simple task. By automating both data management and transformation processes, it allows users to gain business intelligence insights in a more efficient manner. The challenges of data analysis are alleviated, as Blendo eliminates the burdens of data warehousing, management, and integration. Users can effortlessly automate and synchronize their data from numerous SaaS applications into a centralized data warehouse. Thanks to user-friendly, ready-made connectors, establishing a connection to any data source is as straightforward as logging in, enabling immediate data syncing. This means no more need for complicated integrations, tedious data exports, or script development. By doing so, businesses can reclaim valuable hours and reveal critical insights. Enhance your journey toward understanding your data with dependable information, as well as analytics-ready tables and schemas designed specifically for seamless integration with any BI software, thus fostering a more insightful decision-making process. Ultimately, Blendo’s capabilities empower businesses to focus on analysis rather than the intricacies of data handling.

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

DOKKA is a platform that streamlines bookkeeping for accounting firms and businesses. We don't provide accounting software. We integrate with different packages such as Xero QBO & Sage and streamline all areas around it, such as document collection, messaging collaboration, AI powered Bookkeeping Entry Creation, Bookkeeping Entry, and document push into the Accounting Software.

The market leader in eCommerce rental software. It is suitable for all industries, including party and event management, inflatable rental, and audio-video. eCommerce platform includes an online store. Supports in-store orders, real-time availability and inventory tracking, Quotation system and Checkin/Checkout. Send/Return/Late reports.

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.

Consolidate your operations, including jobs, employees, clients, and back office tasks, all within a single software solution. With just a few clicks, you can create jobs and schedule them in your engineers' diaries, ensuring that all job records are meticulously maintained for easy reference by engineers on site. Taskbe centralizes all client information in one comprehensive database, enabling you to manage records effortlessly with user-friendly software specifically designed for this purpose. Ideal for businesses with a mobile workforce aiming to eliminate paper time sheets, Taskbe serves as a robust GPS time tracking app that combines power with simplicity. The ability to generate instant quotations from your office computer or while using your iPhone, iPad, or Android device on location can significantly influence your chances of winning a contract. Taskbe streamlines this entire process, making it remarkably efficient and straightforward. Furthermore, Taskbe is a cutting-edge communications platform that revolutionizes the way companies handle their daily operations, enhancing productivity and collaboration.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Effortless and smart prediction capabilities that seamlessly connect with Xero. This integration enhances financial planning and management efficiency.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Freshsuccess is an innovative customer success platform designed to empower software and subscription businesses to reduce churn, enhance expansion efforts, and cultivate stronger customer relationships. It provides enhanced visibility into customer accounts, allowing for quick assessments of account health, support inquiries, billing records, communications, and user engagement metrics. By identifying potential risks and opportunities, businesses can take proactive measures to mitigate customer churn while also uncovering potential advocates or avenues for growth. The platform standardizes workflows, streamlines task automation, and establishes best practices for Customer Success teams, ensuring efficiency and consistency. Key performance indicators such as churn rates, expansion metrics, product adoption statistics, and overall customer health are easily accessible. Trusted by leading B2B software and subscription companies, Freshsuccess utilizes customer health scores to reflect the characteristics and behaviors of satisfied customers. This data-driven approach allows Customer Success professionals to identify risks and opportunities without relying solely on instinct, ultimately leading to better decision-making and enhanced customer satisfaction.

Zigaflow is a dynamic, all-in-one business management platform designed to automate and streamline your company's core processes, including sales, operations, finance, and customer service. Tailored for small to medium-sized businesses and enterprises alike, Zigaflow enables teams to boost efficiency, enhance collaboration, and drive growth through its comprehensive suite of features. Key functionalities include customizable workflows, project management, inventory and supply chain management, CRM, and quote-to-cash processes, all integrated within a user-friendly interface. Zigaflow stands out for its seamless integration capabilities with leading accounting software like Xero and QuickBooks, alongside CRM, email, and e-commerce systems, ensuring a cohesive and efficient operational framework. Ideal for businesses seeking to optimize their operations without the complexity, Zigaflow offers real-time insights, facilitating informed decision-making and strategic planning. Discover how Zigaflow can transform your business by simplifying operations, reducing manual errors, and focusing on growth.

Access comprehensive accounting information for all your clients through a single API, seamlessly connecting with widely-used cloud and desktop applications. Ledgerflow offers app developers a unified solution that interfaces with numerous popular accounting platforms, accommodating both cloud-based and traditional desktop systems. For technology or fintech enterprises already utilizing Xero, existing code can be adapted to effortlessly link with other accounting software platforms, thereby avoiding the potential financial pitfalls of substantial development expenses. With Ledgerflow, app creators and fintech integrators are empowered to engage in open accounting practices. Our API operates atop an organized data layer, ensuring that data extracted from any accounting source is presented in a consistent format that maintains its inherent meaning and accounting accuracy. Furthermore, Ledgerflow guarantees that your clients receive timely and precise information directly from the source, fostering trust and reliability. This innovative approach simplifies the integration process, allowing businesses to expand their services without compromising on quality or accuracy.

Effortless mileage tracking and reporting. Enjoy seamless logging experiences on both your desktop and mobile devices. With Microsoft 365 Business Standard subscriptions, access MileIQ unlimited. The app automatically records your journeys, operating discreetly in the background to maintain an exhaustive log of your travels. Simply swipe right to classify a drive as business-related and left for personal use. You can conveniently input additional information like parking fees, tolls, or the reasons for your trips to tailor the data to your requirements. MileIQ compiles your mileage records and provides you with weekly summaries. The online dashboard allows for the generation of personalized reports, accessible via smartphone, tablet, or web. You can print detailed reports, categorize your drives, or adjust all aspects of your mileage records to fit your preferences. This ensures that you have full control and clarity over your mileage documentation.

Easily transfer files directly to your preferred accounting software without any manual intervention. Seamlessly record data in QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, enabling you to import formats like Excel, CSV, or Google Sheets while monitoring results in real time. We provide a user-friendly file template that allows for a one-click import process. Additionally, you can export various lists or items from your accounting software into an Excel file, making it simple to migrate company files. Eliminate old or erroneous data, and schedule recurring imports automatically without needing to open the application. You can upload files directly from a cloud storage service, configure schedules for routine imports, reverse data imports if necessary, execute multiple imports simultaneously, and enjoy a host of other features to enhance your accounting experience. This streamlined approach not only saves time but also increases the accuracy of your financial data management.

Idealpos stands out as the premier selection for Point of Sale Software and Hardware solutions. With a variety of modules and functionalities, Idealpos assists in streamlining the everyday processes of your Retail Business. Among our widely utilized features are a customizable POS Touchscreen Interface, Stock Control, Reporting, and User Permissions, among others. You can easily access your Idealpos 7 Reports Online, which allows you to monitor your daily earnings and performance from anywhere, at any time, simply by using a smartphone or tablet with internet access, making it easy to compare current performance to that of previous periods. Idealpos also provides numerous modules tailored to meet the needs of your Hospitality Business, including options for Restaurant management, Room Reservations, Gaming, Loyalty programs, Bar Tabs, and more. For a comprehensive overview, be sure to check out our Hospitality Brochure, where you can discover all the available features in detail. This extensive range of offerings ensures that Idealpos remains a versatile solution for businesses across various sectors.

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

Increase event success with Perenso's all-in-one event software solution which specializes in complex B2B ordering requirements. Covering pre-show, at-show and post-show requirements, Perenso Trade Show features enable more effective event marketing, reduced administration burden, easier live show sales, and better show intelligence. Combine with Perenso Cloud Show, a virtual trade show platform, to reach more customers, grow your revenue, and protect your business.