Ratings and Reviews 10 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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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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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.
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Epicor FinancialsEpicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.
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MonkFinance teams selling to large companies lose most of their DSO before collections begins. An invoice has to reach an accounts payable portal, clear validation and be accepted, and none of that shows on an aging report. Across the $2B+ Monk manages, 92% of enterprise invoices go that route. Monk is an AI-native accounts receivable platform that runs the whole path from invoice to cash. It submits into more than 600 corporate AP portals with 87% filed autonomously, measures acceptance rather than only delivery, and routes rejections back with a reason instead of letting the balance quietly age. For collections, Julia, the Monk agent for Intelligent Collections, responds to what each customer replied rather than working through a fixed sequence, and 90% of invoices clear without escalation. Cash application matches 80% of payments on its own, or 95% with rules your team sets. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. SOC 2 Type II. Live in one to three days.
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Invoice HomeYou can generate and dispatch personalized invoices by selecting from a vast array of templates available. Enhance the professionalism of your invoices by uploading your logo, which helps create a distinct brand identity. Additionally, you can conveniently monitor your invoices using either mobile or desktop devices. Take advantage of various payment options to ensure you receive your payments promptly, and opt for emailing invoices to your clients rather than using paper, which is more environmentally friendly. For those who invoice up to $1000 every 30 days, signing up for an account is free of charge. Invoice Home simplifies the invoicing process, making it accessible for everyone. Don’t miss out on the opportunity to streamline your invoicing today!
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InterProse ACEInterProse ACE is an innovative, cloud-based software solution designed for debt collection agencies that handle consumer and commercial debts across various sectors, including healthcare, education, government, and property management. The platform is also suitable for collection attorneys, original creditors, financial institutions, and various government agencies, catering to a wide range of users. With its highly adaptable design that accommodates various business needs, ACE streamlines account management, facilitates both secured and unsecured payment plans, generates client invoices and reports, tracks legal judgments, and offers robust data analytics and process automation in an efficient and cost-effective manner. Notable features of the software include account bundling, the attachment of documents at the account level, extensive process automation, client access functionalities, trust accounting, credit reporting capabilities, consumer self-service options, and a variety of technology integrations. Customers using ACE benefit from regular monthly updates and upgrades, real-time data and document backups, compliance with third-party security audits (such as SOC2 Type 2, PCI, PENTEST, HIPAA, and StarAlliance), as well as real-time portals for both clients and consumers, which are complemented by open-API connections. Overall, these modern conveniences empower users to concentrate on their core business functions without the distraction of outdated systems.
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KantataKantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
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LawmaticsCreate an integrated and effective system utilizing Lawmatics' law office intake form templates that you can install and forget, enabling you to concentrate on essential responsibilities while your legal CRM handles client intake and marketing efforts. This robust CRM for attorneys not only aids in acquiring new clientele but also simplifies reconnecting with your existing pool of former clients through automated documentation processes designed for law firms. By keeping your practice readily available for clients when new requirements arise, you can generate a consistent revenue flow through workflow automation specifically tailored for legal services. The incorporation of automated follow-ups ensures immediate engagement with potential clients, safeguarding against missed opportunities. Clients will recognize and appreciate your organized and technologically sophisticated method of managing their cases right from the initial interaction with your firm. With functionalities such as instant electronic signatures for legal documents and automatic follow-up reminders, our cutting-edge software aims to impress, leaving a memorable positive impact on your clients. Moreover, by refining these operations, your firm can significantly boost client satisfaction while simultaneously enhancing overall operational efficiency, leading to long-term success in your legal practice. In this way, you can build stronger relationships with clients, ensuring they feel valued and supported throughout their legal journey.
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D&B Finance AnalyticsDun & Bradstreet’s global data and analytics fuel AI-driven solutions for the credit-to-cash process. With D&B Finance Analytics, users benefit from an intuitive and adaptable platform that enables finance teams to enhance customer service, decrease expenses, and effectively manage risk. It empowers organizations to tackle credit and receivables risks, leading to reduced bad debts, lower Days Sales Outstanding (DSO), and improved cash flow. By streamlining manual decision-making, monitoring, customer interactions, and matching processes, businesses can operate more efficiently. Additionally, it provides customers with an online credit application and a payment portal that enhances the overall experience. The D&B Finance Analytics suite includes two key platforms: D&B Credit Intelligence and D&B® Receivables Intelligence, which work in tandem to deliver comprehensive insights and advanced technologies that drive success across all aspects of credit-to-cash operations. This integration allows users to swiftly identify credit risks, smoothly onboard new clients, and establish appropriate credit terms. Ultimately, these capabilities are designed to facilitate better financial management and foster growth.
What is FreshBooks?
FreshBooks simplifies the invoicing and billing process for small enterprises. Renowned as a leading accounting and invoicing solution, FreshBooks caters to both self-employed individuals and small businesses alike. By streamlining invoicing and billing tasks, it enables companies to focus on their passions and core activities. Its extensive array of robust features encompasses expense tracking, time management, and payment processing capabilities. Moreover, the FreshBooks mobile application empowers users to manage their finances from any location, enhancing flexibility and productivity. This combination of features and convenience makes FreshBooks an invaluable asset for any small business.
What is Collective?
At Collective, we are deeply enthusiastic about S Corps, and it’s clear why—your business’s structure plays a crucial role in determining your tax responsibilities. For numerous self-employed individuals, forming an S Corp can lead to significant tax advantages. As a member, you will benefit from tailored assistance from a committed accounting team, along with tools that facilitate effective management of your financial matters. By responding to several inquiries regarding your personal situation and business, you can evaluate the potential tax reductions you could realize by switching to an S Corp with our guidance. Our knowledgeable business advisors are ready to support you throughout this transition, ensuring that a Collective membership is in harmony with your financial aspirations. We meticulously choose our members, believing in our ability to help them save both time and money effectively. Using our intuitive online wizard, the process of setting up your S Corp becomes seamless and uncomplicated. Furthermore, we will guide you in acquiring an EIN, obtaining a business license, and opening a business bank account. If any questions arise, you can count on your dedicated advisors to provide unwavering support throughout every step of your journey, giving you the confidence and knowledge you need to succeed. With our comprehensive approach, you can navigate the complexities of business formation with ease and clarity.
Integrations Supported
Agile CRM
BoomTax
Chat Agents
ClayHR
Codat
Formstack
Hubstaff
Integrately
Itelgie
Local Line
API Availability
Has API
API Availability
Pricing Information
$6.30/month
Get 70% off for 3 month offer now!
Lite - $21 per month. Send unlimited invoices to up to 5 clients
Plus - $38 per month. Send unlimited invoices to up to 50 clients
Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Lite - $21 per month. Send unlimited invoices to up to 5 clients
Plus - $38 per month. Send unlimited invoices to up to 50 clients
Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Free Trial Offered?
Pricing Information
$199 per month
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Company Facts
Organization Name
FreshBooks
Date Founded
2004
Company Location
Canada
Company Website
www.freshbooks.com/
Company Facts
Organization Name
Collective
Date Founded
2020
Company Location
United States
Company Website
www.collective.com
Categories and Features
Accounting
Looking to expand your business without the stress? FreshBooks enables you to make informed financial choices. Access personalized, up-to-the-minute reports that highlight both potential risks and opportunities, ensuring you maximize your tax deductions. Experience it for free or enjoy a 70% discount on FreshBooks today!
Accounts Payable
Accounts Receivable
Billing & Invoicing
Expense Tracking
General Ledger
Nonprofits
Payroll Management
Purchase Orders
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Online Payment Processing
Partial Payments
Receivables Ledger
Recurring Billing
AR Automation
Not specified
Billing and Invoicing
Are you weary of tracking down invoices and managing endless documents? FreshBooks streamlines your billing workflow. Design elegant, customized invoices, dispatch them to your clients, and effortlessly monitor payment progress. By using FreshBooks, you can reduce administrative tasks and receive payments up to twice as quickly. Start your free trial or enjoy a 70% discount on FreshBooks today!
Billing Portal
Contact Database
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
Tax Calculator
Bookkeeping
Achieve financial clarity with robust bookkeeping solutions that empower you to make informed choices, strategize for expansion, and maintain compliance. FreshBooks streamlines this process, allowing you to take charge and gain insight, so you can concentrate on scaling your enterprise. Experience it for free or enjoy a 70% discount on FreshBooks today.
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Payroll
Revenue Recognition
Spend Management
Tax Management
Construction Accounting
Accounts Payable
Accounts Receivable
Billing & Invoicing
General Ledger
Payroll Management
Quotes / Estimates
Expense Report
Effortlessly manage your finances with FreshBooks! Capture, organize, and take control of your expenses by tracking receipts, automatically importing bank transactions, and gaining valuable insights into your spending habits. Streamline your tax preparation and budgeting processes, ensuring you maintain a clear understanding of your financial flow. Experience it for free or enjoy a fantastic 70% discount on FreshBooks today!
Invoice Management
Multi-Currency
Receipt Management
Time Tracking
Finance
Bid farewell to intricate spreadsheets and perplexing software! With FreshBooks, you can access all your vital financial tools in a single platform. This comprehensive accounting software simplifies your billing, payments, and bookkeeping processes. Experience it for free or enjoy a 70% discount on FreshBooks today!
Not specified
General Ledger
Not specified
Law Firm Accounting
Not specified
Legal Billing
Accounting Management
Expense Tracking
Time Tracking
Legal Time Tracking
Not specified
Payment Processing
FreshBooks simplifies the payment process, allowing you to get compensated quickly and easily. Accept credit card payments, Apple Pay, and bank transfers from your clients to accelerate your cash flow. Enjoy the convenience of automatic payment tracking and invoice reconciliation, which saves you valuable time. Start your free trial or take advantage of a 70% discount on FreshBooks today!
ACH Check Transactions
Online Payments
Recurring Billing
Signature Capture
Payroll
401(k) Tracking
Attendance Management
Benefits Management
Tax Compliance
Project Accounting
Not specified
Receipt Scanner
Not specified
Reconciliation
Not specified
Recurring Billing
Streamline your invoicing process using FreshBooks. Create customized, polished invoices and send them to your clients effortlessly, all while tracking their payment status in real-time. Free up precious time typically consumed by administrative tasks and enjoy the advantage of receiving payments up to twice as fast. Sign up for a Free trial or take advantage of a 70% discount on FreshBooks today.
Deferred Billing
Invoice History
Multi-Period Recurring Billing
Payment Processing
Restaurant Accounting
Not specified
Time and Expense
Activity Tracking
Billable Hours Tracking
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project
Time Clock
Mobile Access
Payroll Management
Reporting/Analytics
Salaried Employee Tracking
Time Tracking
FreshBooks offers an intuitive and effective expense tracking solution that simplifies the process of monitoring your business expenditures. With this tool, you can effortlessly visualize your spending habits and assess your profitability, eliminating the need for complicated spreadsheets or cluttered receipt storage. Experience it for free or take advantage of a 70% discount on FreshBooks today.
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management
Categories and Features
Accounting
Not specified
Bookkeeping
Not specified