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What is OptimateAI?

Everything you need to enhance, optimize, and grow your business is readily available. Eliminate the hassle of unwieldy spreadsheets and streamline your operations with ease. Rise to the top 1% of business and sales teams in your field. Take advantage of a robust payments and billing system that includes features like online payments, invoicing, payment links, subscriptions, recurring billing, and payment plans, among others. Create a dynamic competitive environment by implementing a real-time leaderboard that motivates your team and boosts sales performance. Access crucial sales metrics through an intuitive dashboard. Generate informative sales reports, spot trends, and gather essential insights that can lead to increased sales. Keep track of sales commissions effortlessly, ensuring that each sale is credited to the correct sales representative. Make global payments to your sales team with just two clicks. With OptimateAI, all elements of your sales operations are unified on a single platform, allowing you to manage payments, issue invoices, automatically monitor key performance indicators, distribute commissions, and much more, which guarantees that your business operates smoothly and effectively. This cohesive strategy not only saves you valuable time but also significantly boosts productivity across your entire team. Additionally, by centralizing your operations, you create an environment conducive to continuous improvement and innovation.

What is AccountEdge?

AccountEdge for both Mac and Windows is a robust accounting software solution designed for user-friendliness. Invoicing features allow users to effortlessly generate and dispatch invoices for goods, services, or billable time while keeping tabs on the payment statuses of outstanding sales. Expense management is simplified, enabling you to oversee your purchases and expenditures effectively, which in turn aids in tracking inventory and overhead costs. AccountEdge also provides tools for vendor management, payment processing, and scheduling recurring transactions. When it comes to banking, the software offers detailed management of incoming and outgoing funds, making account reconciliation straightforward with integrated bank feeds and automatic matching capabilities. Payroll management is essential, as employees represent a vital asset; thus, ensuring compliance through the tracking of their wages, accruals, and expenses is crucial for any business. With the optional payroll service, users can rest assured they are always aligned with the latest payroll tax regulations for precise processing. Inventory management features enable you to monitor your products and services, keeping track of stock levels by location to guarantee that customer demands are met without delay. At the heart of your financial oversight lies your chart of accounts, which is fundamental for effective reporting. You can maintain your general ledger, set budgets, and develop financial reports that provide deeper insights into your business's performance, empowering you to make well-informed decisions that drive growth.

Media

Media

Integrations Supported

Zapier
Calendly
ChimpKey
Close
Dropbox
HighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
Microsoft Power BI
OnceHub
Pipedrive
Salesforce
UPS Ready
Zoho CRM

Integrations Supported

Zapier
Calendly
ChimpKey
Close
Dropbox
HighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Make
Microsoft Power BI
OnceHub
Pipedrive
Salesforce
UPS Ready
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$15/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

OptimateAI

Company Website

optimateai.com

Company Facts

Organization Name

Priority Software US

Date Founded

1989

Company Location

United States

Company Website

www.accountedge.com/

Categories and Features

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

Church Accounting

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

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

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

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