Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Melio Reviews & Ratings
    1,994 Ratings
    Company Website
  • ProcureDesk Reviews & Ratings
    51 Ratings
    Company Website
  • Portfolio Manager Reviews & Ratings
    3 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    Company Website
  • SalesNOW Reviews & Ratings
    89 Ratings
    Company Website
  • 3 Ratings
    Company Website
  • Fullbay Reviews & Ratings
    156 Ratings
    Company Website
  • Zahara Reviews & Ratings
    30 Ratings
    Company Website
  • Katana Cloud Inventory Reviews & Ratings
    226 Ratings
    Company Website

What is Pennylane?

A thorough solution aimed at improving the oversight of your clients' accounts is now available. This system automatically produces journal entries for both sales and purchases, along with all associated documentation. Utilize a sophisticated accounting review tool to monitor the progress of your financial statements with ease. It guarantees adherence to all tax obligations, including VAT returns, tax packages, and brochure management. Pennylane functions as both a cohesive accounting software and a comprehensive financial management system tailored for your clients. With Pennylane, clients can manage their purchases, process invoicing, link their sales platforms, and monitor their cash flow seamlessly. Every transaction executed on the platform assists in building your data repository. Enhance your communication with clients and colleagues by interacting directly within Pennylane, where you can chat and comment on invoices and transactions, while also keeping track of activities and deadlines related to each task. This interconnected strategy not only streamlines workflows but also significantly boosts collaboration among all parties involved, leading to improved efficiency and productivity.

What is CA Office Automation?

Boost the effectiveness of your operations, resources, clientele, communication, and financial management by harnessing state-of-the-art technology to enhance both productivity and investment returns. Streamline your workflows by implementing automation for oversight systems, procedural checkpoints, and alerts. Ensure that automated functions are activated at every level for optimal efficiency. With top-notch Bank-Grade SSL, advanced security features, and a dedicated server from Microsoft Azure, CA Office Automation provides exceptional protection for the sensitive information of your clients. Designed as a progressive work platform specifically for CPAs, CAs, and accounting service providers, the CA Office Automation software operates as a Software as a Service (SaaS) solution, integrating the latest advancements in both web and mobile technology to offer substantial benefits to its users. More than 8,000 accounting professionals around the globe have entrusted the CAOA platform, which demonstrates its reliability and effectiveness in the field. This impressive user base underscores the software's increasing prominence and trust within the accounting industry, further solidifying its position as a leading solution for modern accounting practices.

Media

Media

Integrations Supported

Chift
Defacto
GetMyInvoices
GoCardless
Google Drive
Ivee
Karmen
L'Addition
Microsoft Azure
Najar
Nekton.ai
Qonto
Shopify
Stripe
Tiller
Uber Eats
Zapier
Zelty
elba
manager.one

Integrations Supported

Chift
Defacto
GetMyInvoices
GoCardless
Google Drive
Ivee
Karmen
L'Addition
Microsoft Azure
Najar
Nekton.ai
Qonto
Shopify
Stripe
Tiller
Uber Eats
Zapier
Zelty
elba
manager.one

API Availability

Has API

API Availability

Has API

Pricing Information

€19 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

Pennylane

Company Location

France

Company Website

www.pennylane.com/expert-comptable

Company Facts

Organization Name

CA Office Automation

Date Founded

2010

Company Website

www.caofficeautomation.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

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

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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Popular Alternatives

4decision Reviews & Ratings

4decision

Microfinance

Popular Alternatives

Eleven Reviews & Ratings

Eleven

RunEleven
JAMIS Prime ERP Reviews & Ratings

JAMIS Prime ERP

JAMIS Software