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What is SBT Executive Series?

The Executive Series presents a versatile and fully cohesive accounting solution tailored for various organizations, showcasing powerful drill-down features. Users can opt for this accounting system via a web/cloud subscription model or utilize a conventional client/server setup. Key functionalities include document scanning, adjustable security settings, file attachments, and the management of workflow routing alongside approvals. Its multi-entity capability allows users to seamlessly manage hundreds of companies without the hassle of switching contexts. Furthermore, an extensive selection of standard reports is available for generation across individual companies, groups, or all entities at once. The system facilitates automated workflows with integrated routing and accommodates both initial and re-approval processes. To enhance usability, flash note reminders help users set specific times and locations for alerts. Additionally, report management is straightforward, enabling easy customization of reports, while user-defined calendars can support over 999 accounting periods for every fiscal year, thereby ensuring adaptability in financial oversight. Ultimately, the Executive Series stands out as a comprehensive solution that significantly boosts efficiency and simplifies accounting operations across a multitude of enterprises, making it an invaluable tool for financial management professionals.

What is DocMastR?

DocMastR transcends the typical boundaries of a standard document management system; it serves as an all-encompassing platform for enterprise information and knowledge management. This innovative tool not only streamlines the organization of documents but also fosters collaboration among project teams by enabling efficient document processing. It provides effortless access to important documents throughout the organization, which includes clients, vendors, and suppliers, thereby ensuring that all parties have the relevant information readily available. The system excels in managing documentation related to clients and vendors through effective transmittal management, and it features an Automated Master Document Register (MDR) that promotes efficient oversight. Moreover, its Look-Ahead reports are essential for proactively alerting document owners about upcoming deadlines, which supports strategic workload planning. In contrast, late reports indicate a need for a more reactive strategy, bringing attention to documents with unrealistic forecast dates or those that are overdue due to delays in creation or review from clients, companies, or vendors. Additionally, Greenbook Technology significantly augments project management capabilities with functionalities such as automated databook production and tailored reporting options, making it an indispensable asset for diverse project requirements. With its comprehensive features, DocMastR truly empowers organizations to manage their information more effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Searer Business Technology

Date Founded

2000

Company Location

United States

Company Website

sbtexecutiveseries.com

Company Facts

Organization Name

ParrotCode

Date Founded

2010

Company Location

Canada

Company Website

www.parrotcode.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

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

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