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What is kpi.com Accounts?

Easily generate and dispatch invoices for your sales or projects directly to your clients, while effortlessly keeping track of accounts receivable for each customer. Utilize our user-friendly template builder to customize your invoice designs and conveniently send them via email. Our comprehensive inventory management system streamlines the monitoring of stock levels, valuations, pricing, orders, quotes, and invoices, allowing you to oversee one or multiple warehouses seamlessly from a single platform. Picking, packing, and shipping items becomes a breeze, and managing bill payments alongside incoming receipts is done with great efficiency. By linking your financial accounts, you can simplify statement reconciliations with your banks, access real-time cash balance updates, and carry out transactions with just a few clicks. Create tailored reports using your unique company templates, and take advantage of dedicated bookkeeping support with an accountant available year-round for unlimited assistance and guidance. Our cloud accounting software meticulously organizes, categorizes, and logs all your business transactions, providing you with a complete view of your financial health. With these powerful tools at your fingertips, you can manage your finances confidently, make informed decisions, and focus on growing your business effectively. Additionally, the support and resources provided will empower you to navigate any financial challenges that may arise.

What is SERIES 3 Accounts Receivable?

MBA's SERIES 3 Accounts Receivable provides a sophisticated solution for managing cash and credit that helps you stay updated on a critical asset—customer debts. The platform simplifies the creation of invoices and credit memos, along with adjustments for any debits or credits. You can easily allocate cash receipts and prepayments to particular invoices or prioritize older ones as needed. Moreover, it can automatically calculate finance charges while allowing you to set custom aging periods for tracking outstanding customer balances. By printing statements according to billing cycles, your clients remain informed about their payment responsibilities. You also have the option to preview or print preliminary statements before finalizing them, ensuring accuracy. To bolster your collection efforts, each customer can receive letters detailing overdue amounts. This comprehensive system not only enhances your accounts receivable management but also fosters improved communication with customers and better overall financial oversight. Such features ultimately contribute to more efficient cash flow management for your business.

Media

Media

Integrations Supported

PayPal
Stripe
kpi.com Projects

Integrations Supported

PayPal
Stripe
kpi.com Projects

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per user 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

KPI Software

Date Founded

2004

Company Location

United Kingdom

Company Website

www.kpi.com/en/best-business-management-software/accounts/

Company Facts

Organization Name

MBA Software

Company Location

United States

Company Website

www.mbasoft.com/accounts-receivable

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

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

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