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What is QuickFile?

Streamlining cloud accounting has reached a new level of simplicity. You can automate invoice reminders, allowing them to work seamlessly in your favor. Providing your clients with a tailored online portal enables them to easily access and pay their invoices without hassle. Eliminate boring and repetitive tasks with the help of automated bank feeds and reconciliation features. QuickFile integrates effortlessly with all leading UK banks and over 300 web services. Designed for ease of use, QuickFile does not require extensive training to get started. If you ever need help, our dedicated support team is always available to assist you. With the QuickFile App for both iOS and Android, managing and storing your receipts in the cloud is incredibly straightforward. You can conveniently tag receipts right from the app or upload them to the Receipt Hub for later tagging. QuickFile helps you keep impeccable business records and stay productive while on the move. Furthermore, it equips you with all the essential tools to create beautiful, fully customizable invoices. You can even establish a branded online portal for your clients, allowing them to view, download, print, and pay invoices through a growing selection of payment methods, such as PayPal, Stripe, and GoCardless, which significantly enhances the client experience. Thus, managing your finances becomes not only efficient but also remarkably user-friendly and enjoyable. Additionally, the user-friendly interface ensures that you can navigate the platform with ease, making it an ideal choice for both seasoned professionals and those new to cloud accounting.

What is PlanMan?

PlanMan is a cloud-based project management solution designed specifically for architects and urban planners, offering an extensive set of features that enhance administrative processes and improve overall productivity. Users can manage an unlimited range of clients, projects, quotes, and invoices, all securely housed in one convenient platform. The software’s integrated cloud storage ensures that all project-related documents are readily accessible, eliminating the need for outdated shared network drives. Each project is equipped with a dedicated chat room to facilitate real-time communication, and client emails are systematically organized within their respective projects for easy access. Additionally, PlanMan offers a client portal where clients can view their inquiries, quotes, projects, documents, and invoices at any time, enhancing transparency and communication. Users can also process invoice payments online through seamless integrations with payment platforms like Stripe or GoCardless. The software encourages collaboration with co-consultants, allows for the creation of quotes from customizable project templates, and enables the generation of invoices for both clients and suppliers, guaranteeing a holistic management experience. Furthermore, this platform streamlines workflows for professionals in the industry, significantly enhancing project oversight and operational efficiency. By integrating these features, PlanMan not only simplifies tasks but also empowers teams to focus on delivering high-quality outcomes.

Media

Media

Integrations Supported

GoCardless
Stripe
Axis LMS
Easyflow
FreshBooks
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
Xero
iwocaPay

Integrations Supported

GoCardless
Stripe
Axis LMS
Easyflow
FreshBooks
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
Xero
iwocaPay

API Availability

Has API

API Availability

Has API

Pricing Information

$54.00/year
Free Trial Offered?
Free Version

Pricing Information

Free
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

QuickFile

Date Founded

2009

Company Location

United Kingdom

Company Website

www.quickfile.co.uk

Company Facts

Organization Name

PlanMan

Date Founded

2021

Company Location

United Kingdom

Company Website

www.planman.app/

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

Categories and Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

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