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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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WallesterWallester Business provides complimentary VISA cards specifically designed for managing business expenses. This service targets companies based in the US and Europe. 💚 We feature the most extensive free package available, providing 300 virtual cards without any associated fees. 💚 Our offerings include unique functionalities tailored for industries like media buying, dropshipping, reselling, and managing significant travel costs or payments to freelancers. 💚 Enjoy swift onboarding, user-friendly experience, and seamless integration with other software applications. 💚 Additionally, our platform ensures that businesses can efficiently streamline their financial operations while maintaining control over their expenses.
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Acumatica Cloud ERPUnmatched Business and Industry Functionality: Elevate your organization with reliable data gathering, comprehensive financial analysis, and accurate forecasting abilities. Acumatica Cloud ERP acts as a unified data hub, consolidating information from all departments into a single view. This ensures that every business process is systematically organized, allowing authorized personnel to access the same, up-to-date information anytime and anywhere, using any internet-connected device. Acumatica is uniquely tailored to meet the dynamic and specific demands of expanding midmarket businesses, empowering its users to prioritize their customers' success across all facets of their operations. The platform is designed to be adaptable, delivering value while offering the flexibility, efficiency, and remote collaboration features that contemporary enterprises require. Experience automation that simplifies processes, compliance that adapts to your needs, and a pathway for continuous improvement that maintains predictability in outcomes. This approach ensures that your business stays ahead of the competition in a rapidly changing market landscape.
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OrionThe Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.
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AI DocsAI Docs offers contract automation software designed for small to medium-sized enterprises, allowing them to efficiently create, sign, and oversee contracts and sales documents. By utilizing AI Docs, you can take charge of your contracts, resulting in reduced labor costs, enhanced quality, and increased revenue. The contract lifecycle management (CLM) software from AI Docs employs established rules and logic to assist users in the configuration and creation of contracts. It accurately captures all essential data and incorporates necessary clauses, ensuring that no mistakes are made and that irrelevant details are omitted. This innovative rule-based system enables employees and partners with limited contract knowledge to configure and generate contracts confidently, while also maintaining precision and removing potential delays in the process. Based in the Chicago area, AI Docs, Inc. is a proud veteran-owned business. Our product not only streamlines the generation of contracts but also includes sales documents such as proposals and return on investment (ROI) materials. We aim to be the most customer-friendly software company that our clients engage with, continuously working to meet their needs effectively.
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ClickTimeReduce costs, enhance clarity in your projects, and keep your budget in check with ease—thanks to user-friendly timesheets! ClickTime simplifies the process of managing and planning employee hours, enabling you to monitor time from any device, promptly authorize time entries, and utilize dashboards to manage budgets and distribute employee workload. Whether you’re predicting project costs or analyzing previous outcomes, ClickTime provides real-time insights into your operations. Instantly identify which projects are exceeding or falling short of their budgets, gain a clear understanding of team availability, expenses, and overall productivity, and effortlessly manage timesheet approvals, leave requests, and billable hours. This streamlined approach not only saves time but also empowers you to make informed decisions for future projects.
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BordioBordio is a software solution tailored for project management, aimed at assisting teams in organizing their projects and tasks with greater efficiency. This task management platform enables users to layout their team's weekly agenda using an interactive project planning calendar, prioritize activities through a kanban board, and set meeting reminders—all within a single cohesive system. Envision the simplicity of dragging and dropping tasks into your digital calendar, color-coding them for enhanced clarity on current priorities and forthcoming obligations. Need to arrange a meeting? You can easily do so within Bordio’s work board, simplifying your workflow by reducing the reliance on multiple applications. Furthermore, the platform allows for real-time communication within a task, ensuring that all discussions and documents remain organized and within easy reach. Bordio’s integration with Google Calendar further amplifies its capabilities by providing a consolidated view of all your schedules. This project management tool not only presents an economical option for thorough work management but also functions as both a team management software and a project tracker, facilitating the management of workloads, monitoring of progress, and ensuring timely project completion. With features such as the task tracker and team task planner, Bordio empowers users to oversee the advancement of each task effectively. In addition, the collaborative aspects of the platform foster a more engaged and productive team environment.
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DocubeeDocubee, a brand under Accusoft, serves as an advanced platform for automating contracts, allowing companies to efficiently create, oversee, sign, and monitor digital agreements all within a single secure environment. This innovative tool empowers users to collect essential customer information, generate contracts through generative AI or customizable templates, and streamline processes with adaptable workflows. Furthermore, Docubee offers seamless integration with users' current websites or systems through its API, as well as compatibility with numerous applications and CRMs via both native and webhook integrations. This combination of features enhances operational efficiency and fosters better contract management for businesses of all sizes. For further details, please visit docubee.com.
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GoCanvasOptimize your business processes and reduce expenses by swapping out inefficient paper forms for tailored mobile forms offered by GoCanvas. This innovative cloud-based solution enables organizations to revamp outdated procedures and boost productivity by automating various tasks. With GoCanvas's mobile applications, companies and their on-the-go staff can quickly collect information using their mobile devices, easily share that data, and effectively send it back to the office, helping to maintain seamless operations. Moreover, GoCanvas enhances organizational efficiency with features such as barcode scanning, image capture, mobile payment processing, GPS capabilities, and electronic signatures. By implementing GoCanvas, businesses can not only save valuable time but also enhance the precision and accessibility of their data collection methods, ultimately leading to better decision-making and improved service delivery. This transition to mobile forms marks a significant step toward a more modern and responsive operational framework.
What is Bonsai?
Bonsai serves as a comprehensive management tool designed specifically for small enterprises and solo professionals. Among its most utilized features is financial management, which encompasses all essential aspects for owners to effectively oversee their finances and reach their profitability targets, including invoicing and payments, accounting, taxation, and banking solutions. The platform boasts a user-friendly and streamlined dashboard that facilitates ease of use.
With Bonsai, small and medium-sized businesses can effortlessly monitor their revenue and automate the classification of expenditures to optimize tax deductions. It allows entrepreneurs to expedite payment processing by generating professional invoices in mere seconds, complete with global payment options and automatic payment reminders.
Beyond financial capabilities, Bonsai also delivers an integrated client and project management system. This system features contracts with e-signatures, proposal creation, customer relationship management (CRM), client forms, scheduling tools, time tracking, and additional functionalities essential for effectively managing and expanding a business. Users can also craft personalized contracts and proposals using a library of over 1,000 templates provided by Bonsai.
All of Bonsai’s functionalities are interconnected and automated, establishing it as a holistic business process management solution that conserves both time and resources. By adopting Bonsai, business owners can focus on growth while the platform manages the operational details seamlessly. Ultimately, Bonsai empowers users to streamline various aspects of their business, fostering efficiency and success.
What is Bloomberg Income Tax Planner?
Accurately predict tax obligations, capital gains, and taxes for both residents and nonresidents. Prepare strategically for the tax implications that arise from major life changes, such as marriage, Roth conversions, and stock sales, using the Income Tax Planner. Our proven track record of being first to introduce innovative solutions guarantees that you will have access to the latest tax regulations. Provide clients with a thorough analysis and comparison of different tax scenarios in a clear and effective manner. Formulate precise, professional strategies that empower clients to reduce their tax liabilities and make sound financial decisions. Navigate complex tax situations with ease and proficiency. Utilize the esteemed expertise of Bloomberg Tax & Accounting, along with current calculations and detailed projections, to expertly assist your clients in their tax planning, investment decisions, and retirement strategies, thereby improving their overall financial well-being. By incorporating these resources into your practice, you can significantly enhance your clients' confidence in achieving their financial goals. This comprehensive approach not only fosters trust but also positions clients for long-term success in their financial journeys.
Integrations Supported
Calendly
ClickUp
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
QuickBooks Online Advanced
Integrations Supported
Calendly
ClickUp
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
QuickBooks Online Advanced
API Availability
Has API
API Availability
Has API
Pricing Information
$17 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Bonsai
Date Founded
2016
Company Location
United States
Company Website
www.hellobonsai.com/
Company Facts
Organization Name
Bloomberg Tax & Accounting
Company Location
United States
Company Website
pro.bloombergtax.com/income-tax-planner/
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Business Bank Accounts
Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Real Estate Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning