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What is SalesRepFielder?

SalesRepFielder is a powerful commission management solution tailored for QuickBooks Online, capable of analyzing invoices alongside the designated sales-rep field, applying your defined commission rules, producing thorough statements for each sales representative, and effortlessly incorporating the necessary journal entries into your financial records. This tool proves especially beneficial for bookkeepers, accounting firms, and small businesses that rely on QBO for their operations. THE ISSUE. A notable limitation of QuickBooks Online is the lack of a comprehensive Sales by Rep report. Users migrating from the Desktop version often encounter issues during the transition, as the REP field is converted into a custom dropdown containing only initials, which do not link to existing employee records. Consequently, many users find themselves creating a monthly commission spreadsheet that often goes unnoticed during audits, further complicating accurate commission tracking. WHAT IT OFFERS. SalesRepFielder integrates smoothly with QuickBooks Online to pull data from various sources, including invoices, sales receipts, payments, credit memos, and refund receipts, while also utilizing the imported rep custom field. The platform is designed to accommodate diverse commission structures by implementing clearly articulated rules that encompass flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance objectives, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. By covering all facets of commission management, this solution ensures a comprehensive and efficient approach to handling commissions for businesses. With these capabilities, SalesRepFielder stands out as an essential tool for enhancing financial accuracy and oversight.

What is Receipt Bot?

Efficiently extracting data from bank statements, invoices, and receipts while automating bookkeeping tasks can be achieved with remarkable precision. Receipt Bot is a favored tool among accountants and businesses, streamlining data entry processes, minimizing the need for document sharing, and enhancing expense management. With cutting-edge text recognition powered by artificial intelligence, our system guarantees high accuracy in data extraction, allowing you to concentrate on your core business activities and sidestep the complications of bookkeeping. The online data analysis features of Receipt Bot, coupled with its reliable data extraction capabilities, help prevent costly and frustrating entry errors. Additionally, our adaptable pricing structures enable you to significantly cut down on data entry expenses through automation and scalability. Every business expense can be documented promptly with the necessary digital records, facilitating VAT and tax claim processes. By effortlessly tracking business transactions in real-time, you gain valuable insights that support improved decision-making and overall business performance. Embracing this technology means you can streamline your operations and enhance productivity across the board.

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Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online
Axis LMS
Dropbox
Xero

API Availability

API Availability

Pricing Information

$20/month
Free Trial Offered?

Pricing Information

$9.0 per month
(45 Invoices/Receipts OR 15 Pages of Bank Statement)
30 FREE Trial Credits
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Dire Syzygy

Date Founded

2026

Company Location

Mexico

Company Website

salesrepfielder.com

Company Facts

Organization Name

Excelsious

Date Founded

2017

Company Location

United Kingdom

Company Website

www.receipt-bot.com

Categories and Features

Commission

Not specified

Categories and Features

Bookkeeping

Billing & Invoicing
Expense Tracking
Tax Management

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