Work 365 vs. BillFlex

Datagate provides a software-as-a-service and telecom billing solution tailored for managed service providers (MSPs) that offer unified communications as a service (UCaaS) VoIP, as well as mobile voice and data solutions. It seamlessly integrates with various widely-used software platforms favored by MSPs, such as ConnectWise Manage and QuickBooks, ensuring a smooth operational flow. In addition to billing, Datagate and its partners are equipped to manage all aspects of telecom tax and compliance requirements effectively. This comprehensive approach allows MSPs to focus more on their core business while leaving the complexities of billing and compliance to experts.

EBizCharge stands out as a premier provider of integrated payment solutions, enabling businesses to streamline electronic payment processing, bolster transaction security, and boost their profit margins. By equipping companies with the essential tools for faster, safer, and more cost-effective transactions, EBizCharge delivers a top-tier payment processing experience. Their applications adhere to PCI compliance and seamlessly integrate with leading ERP and accounting systems such as QuickBooks, various Sage ERP products, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, and Acumatica, alongside major online shopping platforms like Magento, WooCommerce, and Volusion. This comprehensive integration ensures that businesses can operate efficiently while maintaining high standards of security and convenience.

Accelerate your data initiatives with AnalyticsCreator—a metadata-driven data warehouse automation solution purpose-built for the Microsoft data ecosystem. AnalyticsCreator simplifies the design, development, and deployment of modern data architectures, including dimensional models, data marts, data vaults, and blended modeling strategies that combine best practices from across methodologies. Seamlessly integrate with key Microsoft technologies such as SQL Server, Azure Synapse Analytics, Microsoft Fabric (including OneLake and SQL Endpoint Lakehouse environments), and Power BI. AnalyticsCreator automates ELT pipeline generation, data modeling, historization, and semantic model creation—reducing tool sprawl and minimizing the need for manual SQL coding across your data engineering lifecycle. Designed for CI/CD-driven data engineering workflows, AnalyticsCreator connects easily with Azure DevOps and GitHub for version control, automated builds, and environment-specific deployments. Whether working across development, test, and production environments, teams can ensure faster, error-free releases while maintaining full governance and audit trails. Additional productivity features include automated documentation generation, end-to-end data lineage tracking, and adaptive schema evolution to handle change management with ease. AnalyticsCreator also offers integrated deployment governance, allowing teams to streamline promotion processes while reducing deployment risks. By eliminating repetitive tasks and enabling agile delivery, AnalyticsCreator helps data engineers, architects, and BI teams focus on delivering business-ready insights faster. Empower your organization to accelerate time-to-value for data products and analytical models—while ensuring governance, scalability, and Microsoft platform alignment every step of the way.

TRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.

Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software is an intuitive, cloud-based accounting solution built for small to mid-market companies that have outgrown entry-level systems like QuickBooks or legacy software like Sage 50. Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems. 🎈 Manage multiple entities and locations in one system 🎈 Visualize performance with Power BI dashboards 🎈 Automate accounts payable and approval workflows 🎈 Eliminate silos with unified financial, sales & service data 🎈 Improve cash flow and decision-making with real-time insights Trusted by businesses in real estate, family offices, healthcare, professional services, hospitality, and nonprofits, Gravity is designed to simplify complex accounting and help your organization grow smarter. 👉 Learn more or schedule a demo at gogravity.com

Setyl is a cloud-based IT asset and license management (ITAM) software that seamlessly integrates with your current tech stack through 100+ integrations. The platform gives you complete visibility and control over hardware assets and equipment, software licenses, SaaS subscriptions, vendors, users, and spend in one place. Use Setyl to: 1. Gain full visibility over your IT assets and software licenses — the who, what, why, where, and when. 2. Simplify, automate, and scale daily IT operations, including employee onboarding and offboarding. 3. Eliminate wasted IT spend. 4. Prepare for security audits and stay compliant, including with SOC 2, ISO 27001, and more. With its intuitive interface, 100+ out-of-the-box integrations, and support from the Setyl team at every step, the platform is fast to deploy, easy to use, and built for collaboration. Key features include: • IT asset and license inventory • Full asset lifecycle management • Software and SaaS subscription renewal tracking • License rightsizing • Employee onboarding and offboarding workflows • SOC 2 and ISO 27001 compliance • Vendor audits and due diligence • IT spend management • 100+ integrations and API access Integrations include: Microsoft 365 and Entra, Google Workspace and Cloud Identity, Okta, JumpCloud, Intune, Jamf, NinjaOne, Iru, Lansweeper, Tenable, Datto, Addigy, ConnectWise, CrowdStrike, Adobe, Slack, Zoom, BambooHR, HiBob, Factorial, Workday, Personio, NetSuite, Jira Service Management, Zendesk, and more. By consolidating all these functionalities, Setyl helps organizations make informed IT decisions and enhance operational efficiency.

ShareCRM is an all-in-one, AI-powered enterprise CRM platform designed to drive growth through connected data and intelligent automation. It brings marketing, sales, and service functions together to manage the entire customer journey from first contact to long-term retention. The platform supports omnichannel marketing automation, allowing businesses to coordinate campaigns across digital and offline channels. Sales teams benefit from centralized lead management, configurable pipelines, CPQ capabilities, and integrated payment and ERP workflows. ShareCRM also delivers robust service automation, enabling efficient handling of customer inquiries, service orders, vendor coordination, and expense settlement. Built-in collaboration tools improve communication through chats, calendars, tasks, and approval workflows. AI capabilities generate insights, predictions, and personalized content to improve conversions and service quality. Advanced business intelligence dashboards provide deep visibility into marketing, sales, service, and partner performance. The low-code PaaS architecture allows organizations to customize data models, processes, and interfaces with minimal technical effort. ShareCRM supports deployment across multiple industries and niche segments, offering proven scalability and flexibility. With a global presence and thousands of enterprise customers, the platform is designed for complex, growing organizations. Overall, ShareCRM helps businesses streamline operations, improve collaboration, and achieve predictable revenue growth.

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Robin by Atera is an autonomous IT operations platform designed to deliver enterprise-grade technical support by automatically resolving device and cloud-related issues. The system uses agentic AI to handle the full lifecycle of IT support requests, from intake to resolution. When an employee submits a request through channels such as Microsoft Teams, Slack, email, or an IT portal, Robin immediately analyzes the issue and verifies the user through integrated identity systems. The platform gathers relevant device and system data to diagnose the problem and determine the appropriate resolution steps. Robin can perform a wide range of actions directly on devices and cloud environments, including installing applications, repairing software, managing system updates, resolving network connectivity issues, and monitoring hardware performance. The platform follows defined security policies and approval workflows to ensure that actions are compliant with organizational rules and access permissions. Robin also logs every action and decision in an audit trail, providing full visibility into support operations. Over time, the system improves its performance through continuous learning by analyzing past incidents, actions, and outcomes. Organizations can monitor Robin’s activities through analytics dashboards that track ticket volumes, resolution patterns, and system performance. By automating technical support tasks and resolving incidents autonomously, Robin helps organizations reduce IT workload, eliminate support delays, and improve overall operational efficiency.

RouteGenie is NEMT software running medical transportation operations at scale: 600+ fleets, 20,000+ vehicles, 46 states and two countries, approximately 50,000 trips every day. Where operators feel it: schedules rebuild automatically with native multiload, not by hand; broker trips flow in and statuses flow back across 28 live integrations including ModivCare, MTM, Veyo, Verida, SafeRide Health, Alivi, MAS and Uber Health; Medicaid billing, CMS 1500, claim scrubbing and denial management live in the same system as dispatch. Multi-site operators run every location in one instance with role-based access and a complete audit trail on every trip change. Enterprise administration comes standard: SAML2 SSO, single-tenant deployment with per-customer data isolation, SOC 2 Type 1 attestation, HIPAA-aligned controls and BAAs, open REST API. Pricing is flat per vehicle with unlimited trips and unlimited users — cost tracks fleet size, not trip volume or headcount, so total cost does not climb as volume grows. Enterprise agreements include dedicated implementation, named support and RFP support. No fleet minimum.