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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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Now CommerceNow Commerce is an online B2B eCommerce platform that integrates smoothly with QuickBooks, enabling wholesalers, manufacturers, and distributors to manage orders from their wholesale clients effectively using a streamlined dashboard. As orders come in, they are automatically synced with QuickBooks, removing the hassle of manual entry. This system is compatible with both QuickBooks Desktop and QuickBooks Online, ensuring broad accessibility for users. Additionally, Now Commerce provides versatile modules that can function independently or be combined to create a customized B2B eCommerce experience. The B2B CUSTOMER PORTAL allows wholesale clients to easily place orders online, enhancing convenience and efficiency. Meanwhile, the SALES REP PORTAL empowers sales representatives to enter orders online for their assigned accounts, fostering exceptional customer service from any location. Lastly, the SHIPMENTS MANAGER simplifies the process of dispatching shipment requests to your 3PL provider or in-house shipping software, while also capturing confirmations of completed shipments, ensuring a smoother logistical operation. This comprehensive approach not only streamlines operations but also enhances the overall experience for both businesses and their customers.
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FishbowlFishbowl stands out as the top-selling software designed for managing warehouses and manufacturing processes. This software provides small and medium enterprises, including manufacturers, distributors, and service providers, with the capability to seamlessly incorporate sophisticated inventory functionalities into QuickBooks. Its features include tracking across multiple locations, managing bill of materials, facilitating billing and shipping, setting auto reorder points, and integrating with EDI shopping carts, merchant services, and various other business solutions. If you seek a cost-effective option for inventory management, Fishbowl is an outstanding choice. By utilizing its advanced technology, your business can enhance operational efficiency and achieve significant cost savings. Moreover, the user-friendly interface ensures that even those with limited tech experience can navigate and leverage its capabilities effectively.
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EBizChargeEBizCharge stands out as a premier provider of integrated payment solutions, enabling businesses to streamline electronic payment processing, bolster transaction security, and boost their profit margins. By equipping companies with the essential tools for faster, safer, and more cost-effective transactions, EBizCharge delivers a top-tier payment processing experience. Their applications adhere to PCI compliance and seamlessly integrate with leading ERP and accounting systems such as QuickBooks, various Sage ERP products, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, and Acumatica, alongside major online shopping platforms like Magento, WooCommerce, and Volusion. This comprehensive integration ensures that businesses can operate efficiently while maintaining high standards of security and convenience.
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MRPeasyDiscover the perfect MRP solution designed specifically for small manufacturers! MRPeasy provides a cost-effective, intuitive, and cloud-based MRP system customized for the unique needs of small manufacturing enterprises. Easily convert customer orders into manufacturing orders, with the system handling the scheduling automatically. It efficiently manages inventory by booking items as needed, and can generate purchase orders if required. With real-time requirements in mind, MRPeasy offers both forward and backward scheduling options, while automated checks make certain that workers, workstations, and materials are readily available. Keep a detailed view of all your operations at any moment! Additionally, MRPeasy seamlessly integrates with leading accounting software like QuickBooks and Xero, as well as e-commerce platforms such as Shopify and WooCommerce, creating a comprehensive business management solution that fulfills all your operational needs. This integration not only enhances efficiency but also streamlines processes across various aspects of your business.
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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, enjoy 90% off any premium plan for the first three months. 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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PrecoroPrecoro is a comprehensive cloud-based platform designed to centralize and automate procurement processes. It seamlessly integrates your procurement activities, reduces manual tasks, curbs unauthorized spending, and accelerates savings in ways that may surprise you. - Procurement: Enhance relationships with suppliers, centralize contract management, and streamline employee requests for greater efficiency. - AP Automation: Optimize each phase of the invoice lifecycle using an AP inbox, AI-driven OCR technology, an approval workflow, 3-way matching, detailed reporting, integrations, and budget oversight. - Spend Management: Effortlessly monitor budgets across various locations and departments, manage expenditures, and generate reports that provide valuable insights. - Supplier Management: Improve the onboarding process for vendors and streamline approvals to mitigate potential risks. - Precoro can be integrated with ERP systems and business applications like NetSuite, QuickBooks Online, Xero, and Sage, or you can establish custom connections using a free API, effectively eliminating duplicate payments and manual document handling. With an intuitive interface, Precoro ensures that users can complete onboarding in less than six weeks without needing IT support. You can customize the system, scale your operations, and receive continuous assistance from your personal Customer Success Manager (CSM). Moreover, your data remains secure with single sign-on (SSO) and robust two-factor authentication, providing peace of mind while you manage your procurement needs.
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ZaharaZahara's cloud-based solution streamlines budget management and supplier interactions while facilitating multi-tier purchase and delivery approvals, as well as invoice reconciliation. The platform integrates flawlessly with leading accounting software like QuickBooks Online and Xero, offering growing SMEs enhanced visibility and centralized oversight of their procurement activities. Zahara is designed to regulate spending within a business by automating the entire purchasing process, from the initial request through to vendor purchase order issuance. Additionally, it manages the receipt of deliveries and ensures that vendor invoices are accurately matched and processed before being forwarded to the finance department. With Zahara, organizations can achieve greater control over their expenditures while significantly accelerating their processing times, ultimately leading to more efficient operations. This comprehensive approach to purchase management not only simplifies the workflow but also empowers teams to make informed financial decisions.
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Datagate Telecom BillingDatagate provides a software-as-a-service and telecom billing solution tailored for managed service providers (MSPs) that offer unified communications as a service (UCaaS) VoIP, as well as mobile voice and data solutions. It seamlessly integrates with various widely-used software platforms favored by MSPs, such as ConnectWise Manage and QuickBooks, ensuring a smooth operational flow. In addition to billing, Datagate and its partners are equipped to manage all aspects of telecom tax and compliance requirements effectively. This comprehensive approach allows MSPs to focus more on their core business while leaving the complexities of billing and compliance to experts.
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Repair-CRMSay farewell to overpriced, rigid software options and embrace the simplicity of Repair-CRM—designed with small repair businesses in mind. For just $89/month for 5 users, you’ll get a complete CRM solution with no annual contracts or unnecessary hassle. Repair-CRM integrates effortlessly with QuickBooks Online, allowing you to import your clients and products in a matter of minutes, saving you time and effort right from the start. The system simplifies job dispatching and allows you to track all your assets—HVAC units, printers, water systems, and more—with detailed service histories so you can stay on top of maintenance needs. Clients can use the sleek online booking portal integrated directly into your website to select the exact asset that requires repair, streamlining the appointment process. Technicians are equipped with GPS tracking, clock-in/out functionality, and the ability to snap before-and-after photos while on-site, ensuring accurate documentation and improved communication. Repair-CRM is affordable, flexible, and fully customizable to your needs, providing a smart, cost-effective solution that powers up your shop without breaking your budget. Whether you're a small startup or an established business, Repair-CRM gives you the tools you need to run more efficiently, track every detail, and deliver superior service to your customers. It’s the all-in-one tool you’ve been waiting for, built to scale with your business.
What is ProperSoft?
If your accounting software lacks the ability to import transaction files in the required format, ProperSoft Converters can facilitate the conversion, allowing you to seamlessly import transaction data from your bank into popular accounting platforms such as QuickBooks, Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, and ZarMoney. The software supports a range of formats for both importing and exporting, including CSV, Excel, TXT, QIF, QMTF, QBO, IIF, OFX, and MT940/STA. This functionality allows for efficient reconciliation and expense tracking using your existing financial data with minimal manual data entry required. It is compatible with both Windows and macOS, making it accessible for many users. Countless accountants, financial professionals, and bookkeepers rely on this software to streamline their processes. Clients can receive transaction files from their online banking services, which can then be printed and scanned. Additionally, advanced renaming rules enable users to modify payee names and categories or to automatically assign categories based on payee names, enhancing organizational efficiency. Furthermore, the software intelligently determines the appropriate number and date formats for your document settings, ensuring a smooth user experience.
What is DocuClipper?
DocuClipper enables users to extract essential information from both digital and scanned PDF documents, allowing for easy transfer to applications like Excel and QuickBooks. By leveraging sophisticated OCR technology, it can efficiently retrieve data from a diverse array of documents, such as bank and credit card statements. The platform has passed a stringent security evaluation by Intuit and follows rigorous security standards. With DocuClipper, users can quickly extract transactions, dates, and other relevant information from any PDF bank statement. It accommodates hundreds of financial institutions, from major national banks to smaller local credit unions. Users enjoy the convenience of importing transaction data directly into an Excel file or obtaining a downloadable format compatible with accounting software. In addition to QuickBooks, DocuClipper also works with other widely-used accounting software like Xero and Sage. The conversion process is further refined by an automated reconciliation feature that ensures transaction totals align with the summary details on the statement, offering users reassurance as they manage their financial records. Overall, this functionality makes DocuClipper a vital tool for anyone seeking to optimize their financial documentation and reporting processes while enhancing accuracy and efficiency.
Integrations Supported
Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero
Integrations Supported
Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$19.99/month
Free Trial Offered?
Free Version
Pricing Information
$29 per 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
ProperSoft Inc.
Date Founded
2015
Company Location
Canada
Company Website
www.propersoft.net
Company Facts
Organization Name
DocuClipper
Date Founded
2018
Company Location
United States
Company Website
www.docuclipper.com/docuclipper/
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Categories and Features
Data Entry
Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Electronic Data Capture
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management
OCR
Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking