Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
-
Project InsightProject Insight (PI) is an advanced project and portfolio management software that enables organizations to compile and analyze all their projects seamlessly. By integrating your work, projects, and tasks into a single, user-friendly online platform, PI can be tailored to meet the specific requirements of your business. This makes it particularly beneficial for organizations with intricate project management needs, such as budgeting, scheduling, time-tracking, and capacity planning. Despite its robust features, PI remains accessible and adaptable, which in turn enhances the level of customer service you can offer. Users can effortlessly merge data from essential tools like CRM, accounting, DevOps, and support software, providing stakeholders with immediate insights into project status. Additionally, the FREE version of PI allows users to get started quickly and scale their usage over time as their needs evolve. This flexibility ensures that as your organization grows, PI can continue to meet your changing project management demands.
-
Planview AdaptiveWorkPlanview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.
-
PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
-
KantataThe Kantata Professional Services Cloud, which was previously referred to as the Mavenlink Industry Cloud for Professional Services, represents a robust suite of tools aimed at operational management, resource optimization, and business insights, combining integration capabilities with workflow automation to enhance overall efficiency. This comprehensive solution is designed to improve operational performance while helping businesses optimize their resources effectively. By employing a resource-first architecture, it enables service-oriented companies to assemble the most capable teams and track their progress against established budgets and timelines, ensuring projects are executed smoothly, reliably, and profitably. Furthermore, the Kantata Professional Services Cloud is specifically tailored for agencies and professional service firms with employee counts ranging from 50 to over 5000. Serving as the core of your business, Kantata addresses daily challenges in resource management with its cutting-edge optimization features, utilizing advanced algorithms and analytics to tackle complex business issues that were once deemed insurmountable. With this innovative platform, organizations can not only streamline their operations but also unlock new avenues for growth and efficiency.
-
SorabanSoraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
-
PylonPylon offers an easy-to-use design software that enables you to generate precise proposals in under two minutes from virtually anywhere. As a unique feature, Pylon allows users to access high-resolution imagery directly within the application. The software also includes an award-winning 3D Solar Shading toolkit, which assists in identifying and monitoring shading effects throughout the seasons. With Pylon's load profile analysis and interval data analysis, your team can gain valuable insights into customer consumption trends. By examining load profiles and interval data, you can make more informed decisions. The use of interactive Web and PDF proposals, along with native eSignatures, can significantly enhance your ability to finalize solar proposals. Additionally, Pylon provides a fully integrated solar Customer Relationship Management (CRM) system that seamlessly works with its design software to streamline the proposal conversion process. The Pylon Solar CRM includes features such as two-way SMS and email communication, team and lead management, as well as ready-made deal pipelines to optimize your workflow. This comprehensive solution ensures that your team can collaborate effectively while maximizing opportunities in the solar industry.
-
Expedience SoftwareTRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.
-
MelioMelio serves as a streamlined accounts payable solution aimed at enhancing bill payment processes, optimizing operational workflows, and boosting cash flow management for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Melio’s platform enables users to make payments to vendors via online bank transfers or credit and debit cards, even when those vendors only accept checks, which not only helps in managing cash flow but also allows users to earn rewards. Melio integrates seamlessly with accounting software such as QuickBooks and Xero, ensuring that your financial records remain current. With Melio, you’ll get to streamline your day-to-day work. Either input vendor information or bill details manually, upload documents, or take a photo of the invoice for quick processing—it’s incredibly user-friendly. Payments can be scheduled in alignment with your cash flow strategy, and Melio will make those payments happen. International vendors? Our platform facilitates payments to global vendors in USD or the local currency, ensuring smooth transactions for various services and products. This comprehensive approach makes managing accounts payable more efficient and less stressful than ever before. Finally, no matter where your business takes you, Melio can follow—just be sure to download the mobile app, available on iOS and Android, to manage your business payments on the go.
-
AlsoThereAlsoThere is a global service that facilitates on-demand operations for businesses, enabling them to perform tasks like signing contracts, issuing invoices, and collecting payments in foreign countries within a mere 48 hours, all without needing a permanent physical or legal presence, while ensuring that the vendor retains complete control over customer interactions and the sales process. Acting as the vendor's local representative across more than 40 nations, it oversees local legal compliance, tax responsibilities, and fiscal regulations, which allows companies to present localized proposals, process orders, generate compliant invoices in the appropriate currency, and effectively manage multi-country sales consolidation. This innovative approach alleviates the complexities and minimizes the costs and risks typically tied to traditional expansion strategies, such as direct sales or setting up subsidiaries. Additionally, AlsoThere offers adaptable programs like the Partner 3.0 model, aimed at strengthening relationships with partners and distributors, thus providing a seamless experience for businesses seeking to broaden their international reach. By utilizing its comprehensive operational platform, AlsoThere not only simplifies the process of entering global markets but also instills confidence in companies as they expand their horizons. Ultimately, this service represents a pivotal shift in how businesses can strategically grow on an international scale.
What is Cone?
Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.
What is Clientary?
Discover an all-inclusive platform designed to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff in a single location. This solution not only attracts clients but also enhances your efficiency and time management. Clientary functions as a comprehensive professional services automation tool that meets the diverse needs of your business. Thanks to our support, numerous freelancers, agencies, and organizations have effectively streamlined their client management systems. Eliminate the stress of using multiple documents, templates, and applications. We support the entire client lifecycle, from crafting initial proposals and estimates to tracking hours, creating invoices, and handling payments, ensuring that all essential resources are kept in one place. Start your client relationships on the right foot with customized proposals and contracts, and easily obtain signatures directly through Clientary. Invoices can be generated automatically based on billable hours or estimates, making your billing process far more straightforward. Collect payments effortlessly through a variety of methods, such as credit cards, ACH transfers, or offline options. Keep track of time and assign tasks to staff effectively, while also planning for upcoming workloads. With functionalities that handle projects, budgets, deadlines, and various rates, your organization is poised to excel like never before. This cohesive approach will transform your management of business relationships and operations, enabling you to achieve new levels of success and productivity. Your workflow will not only become more efficient but also more enjoyable as you harness the power of Clientary.
Integrations Supported
Axis LMS
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Xero
Zapier
Zoho Books
Integrations Supported
Axis LMS
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Xero
Zapier
Zoho Books
API Availability
Has API
API Availability
Has API
Pricing Information
$8.51 per month
Free Trial Offered?
Free Version
Pricing Information
$19 per month
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
Cone
Date Founded
2022
Company Location
United States
Company Website
www.getcone.io
Company Facts
Organization Name
Clientary
Company Location
United States
Company Website
www.clientary.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Categories and Features
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
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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
