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What is Sequifi?

Sequifi is a cutting-edge cloud solution designed for businesses that operate on commission-based models, combining commission oversight with payroll and workforce management capabilities. This platform accurately calculates tiered commissions, bonuses, manager overrides, adjustments, and clawbacks in accordance with personalized pay rules, efficiently channeling the validated amounts to payroll for both W-2 employees and 1099 contractors. It simplifies payroll operations by offering tools for pay-cycle preparation, comprehensive reviews, approval processes, deductions, and the upkeep of payroll records. In addition, Sequifi facilitates recruitment and onboarding processes, document management, role and team organization, performance monitoring, and access to training materials. Sales personnel enjoy the convenience of monitoring anticipated earnings and detailed payment data through mobile apps, while managers and finance teams can oversee payroll calculations and cycles, ensuring precision. Tailored specifically for the field-sales and service industries, Sequifi caters to sectors such as mortgage, solar, roofing, fiber, HVAC, pest control, and home-services, which often deal with intricate variable compensation systems, thus improving operational efficiency and transparency. By unifying these various functions into a single cohesive platform, Sequifi enables organizations to enhance their workforce management and commission processes significantly, ultimately driving better performance across the board. Its comprehensive approach helps to streamline workflow and reduce errors, making it an invaluable tool for businesses looking to thrive in competitive markets.

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.

Media

Media

No images available

Integrations Supported

QuickBooks Online
Google Sheets
HubSpot CRM
JobNimbus
Jobber
Salesforce

Integrations Supported

QuickBooks Online

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$20/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Sequifi

Date Founded

2022

Company Location

United States

Company Website

sequifi.com

Company Facts

Organization Name

Dire Syzygy

Date Founded

2026

Company Location

Mexico

Company Website

salesrepfielder.com

Categories and Features

Commission

Not specified

Categories and Features

Commission

Not specified

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