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What is Levelset?

Levelset streamlines payment processes for numerous contractors and suppliers, allowing them to receive payments more rapidly while conserving precious time. Users can set up customized automation rules that enable them to send out notices in bulk effortlessly. Furthermore, they can improve the precision of these notices by including job details that have been verified by Levelset. Tailored notifications regarding upcoming notice deadlines are aligned with the job's specifics and the user's position, ensuring timely awareness. A centralized inbox for all notices makes it easier to manage received communications, which in turn facilitates swift actions. Colleagues can also partake in discussions on notices, promoting effective communication within the team. A specific email address is provided so that subcontractors and suppliers can send their notices without any mix-up. Before proceeding with a claim or lien, users have the option to send polite payment reminders or demand letters that include a link for quick online payments from clients. Additionally, automated alerts notify users as deadlines for claims or liens approach, enabling them to file necessary documents with just a few clicks. This efficient and organized process not only increases productivity but also strengthens collaboration among all involved parties, ensuring everyone remains informed and engaged throughout the project. With these tools, contractors can focus more on their work rather than administrative tasks.

What is ATOmate?

Our state-of-the-art solution transforms the management, verification, and communication of ATO documents like Notices of Assessment, Statements of Account, and Tax Debts, achieving unparalleled operational efficiency. Say goodbye to the tedious and repetitive task of processing ATO documents. This innovative system effortlessly compares ATO files with the estimates in your practice management software, ensuring validation, organization, and easy dispatch to clients. When discrepancies occur, it swiftly alerts you or your team by forwarding the notice of assessment for further examination and action. This streamlined process is not only simple but also yields undeniable results. With the ability to bulk scan a variety of ATO documents or download files directly from the ATO Portal, the solution efficiently identifies and categorizes each document based on its type. Furthermore, BAW is dedicated to delivering automation solutions tailored for corporate entities, significantly enhancing productivity and improving client interaction. This pioneering strategy not only simplifies the handling of tax documents but also promotes a more streamlined and responsive experience for clients. Ultimately, implementing this solution ensures a more cohesive workflow within your practice while significantly reducing the potential for errors.

Media

Media

Integrations Supported

GreatSoft CRM
NolaPro
Virtual Cabinet
Xero

Integrations Supported

GreatSoft CRM
NolaPro
Virtual Cabinet
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Levelset

Date Founded

2012

Company Location

United States

Company Website

www.levelset.com

Company Facts

Organization Name

Business Automation Works

Date Founded

2018

Company Location

Australia

Company Website

businessautomationworks.com.au/atomate/

Categories and Features

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Categories and Features

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