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What is QuickBooks Accountants?

Organize all your clients' financial information, including income and expenses, in a single, centralized platform that simplifies document preparation for tax time. Importing transactions from clients' bank and credit card accounts is a breeze, as QuickBooks Online categorizes them automatically. Clients can conveniently photograph their receipts and link them to the relevant transactions, giving you an up-to-date view of their expenses. By allowing you access to their financial data, clients empower you to promptly respond to questions and help resolve any challenges. You can assess your clients' financial health with over 65 built-in reports, specifically designed for accounting purposes. Boost your efficiency by integrating with a variety of Intuit-approved third-party applications that expand the functionalities of QuickBooks Online. With regular automatic updates, you can rest assured that you are using the latest version of the software. In addition, a robust security system akin to online banking safeguards your sensitive information. Your data is also securely backed up in case of a computer malfunction, ensuring your work is preserved. This all-encompassing system not only optimizes your workflow but also enhances client relationships through improved transparency and ease of access, making it a valuable tool for any accounting professional. Ultimately, the combination of these features creates a seamless experience for both you and your clients.

What is Cratoflow?

Bid farewell to the hassle of emailing; simply drag and drop files from your computer into our intuitive platform. Utilizing a sophisticated machine learning algorithm, we analyze the coding behaviors of invoice transactions and retain historical patterns for future use. Our all-encompassing workflow simplifies the approval process and efficiently addresses exceptions. Payments can be scheduled through our integrated solution, whether accessed via our website or mobile app while you’re on the go. The customer portal enhances communication with clients, facilitating prompt payments and resolving any billing questions. We also provide automated and recurring billing options to streamline the customer billing experience. By improving your collections process with organized billing and revenue tracking, you can significantly reduce manual tasks. Our integrated payment collection system allows customers to make payments directly to you with ease, requiring just a click. Furthermore, you can forecast your cash flow for the next one, three, or six months based on historical trends, empowering you to assess current profitability and make more informed business decisions. This efficient approach not only conserves time but also strengthens client relationships, leading to a more effective financial management system tailored for your business's success. Embracing this innovative solution will undoubtedly enhance your overall operational efficiency.

Media

Media

Integrations Supported

QuickBooks Online
Airtable
COZYROC SSIS+ Suite
Clearly Payments
FieldAx
Freshsales
Grab Your Reviews
Gusto
M1
Microsoft OneDrive
Noosh
OnPrintShop
ProjectsForce
PromoXcrm
RealTime PSO
Salesforce
Sapaad
SuccessGuardian
TaxJar
Zenskar

Integrations Supported

QuickBooks Online
Airtable
COZYROC SSIS+ Suite
Clearly Payments
FieldAx
Freshsales
Grab Your Reviews
Gusto
M1
Microsoft OneDrive
Noosh
OnPrintShop
ProjectsForce
PromoXcrm
RealTime PSO
Salesforce
Sapaad
SuccessGuardian
TaxJar
Zenskar

API Availability

Has API

API Availability

Has API

Pricing Information

$8 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

Intuit

Date Founded

1983

Company Location

United States

Company Website

quickbooks.intuit.com/global/accountants/

Company Facts

Organization Name

Cratoflow

Date Founded

2019

Company Location

United States

Company Website

www.cratoflow.com

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

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

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