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What is Project Account?

You possess a solid grasp of the interplay between your income, budget, and expenses. Mastering profit management is essential for strategically allocating your crucial resources and serves as a fundamental management tool. Project Account allows you to concentrate on your organization's goals while providing a cost-effective way to improve the quality and efficiency of your projects. From the very beginning at the “offer stage,” you can identify and distribute resources, tasks, and costs, ensuring clarity from the start. Tools like project budgeting and comprehensive preliminary costing yield insights that illuminate the financial framework of the project early in the process. The project setup is further enhanced by additional information relevant to bookkeeping, cost accounting, and tariff structures. Furthermore, the success of a project is closely tied to the effectiveness and timeliness of project accounting methods. Project Account facilitates this process by automatically creating editable invoice proposals based on the logged services and expenses, which further streamlines your financial management. By integrating these features, you not only save valuable time but also significantly enhance the overall execution of your projects, allowing for better resource management and project outcomes. Maintaining a clear overview of your financial commitments will enable you to make informed decisions moving forward.

What is Beyond Software?

Manage all stages of your projects, beginning with the initial concept and culminating in final implementation, by leveraging a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This cutting-edge solution is designed to help organizations boost both productivity and profitability by merging project management with financial accounting functionalities. Beyond Software offers a wide range of modules that support the expansion of professional services companies, including features for financial management, project accounting, time and expense tracking, invoicing, resource allocation, and comprehensive analytical dashboards and reporting tools. By employing these solutions, businesses can achieve greater visibility into their operations and make strategic decisions that promote growth and efficiency. As organizations navigate their project lifecycles, they can harness the full potential of integrated tools to optimize performance and enhance their competitive edge in the market.

Media

Media

Integrations Supported

Datto RMM
Datto Workplace

Integrations Supported

Datto RMM
Datto Workplace

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

Consultinform

Company Location

Switzerland

Company Website

consultinform.ch/loesungen/erp/

Company Facts

Organization Name

Beyond Software

Date Founded

2008

Company Location

United States

Company Website

www.beyondsoftware.com

Categories and Features

Categories and Features

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

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 and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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