Manage your credit cards, accounts payable, and purchasing with the click of a button. Easily configure your purchasing process. Create your own email templates, PDF purchasing forms. and more.
Leverage a centralized payment gateway to collect customer payments with ease. Set up digital payments, ACH, or check with your own personalized payment portal. Access direct integrations with major payment providers such as stripe.
Streamline and configure a multi-dimensional chart of accounts that will scale and grow with your business. Set the foundation to track and report on any aspect of your business. Gain deeper insights into your business and quickly adapt to changing business needs.
Connect to thousands of banks and credit card companies with our Bank Direct Connect tool. Manage, collect, and reconcile payments quickly and efficiently.
Deliver fast, real-time insights leveraging Salesforce reporting capabilities. Report across the organization by connecting sales, operations, and finance. Break down silos with one source of truth for your financial data and make more informed decisions for your business.
