Learn More

One-click financial statements

Map & validate trial balance data, create and auto-reference lead sheets, save and edit manual documents, and generate full-fledged financial statements in minutes with one simple click.

Accounting software integrations

A live connection to QuickBooks, Sage, and Xero™ delivers instantaneous creation of lead sheets and financial statements that continue to update in real time.

MS Office and PDF Editor integration

Syncs with MS Office & PDFs. Access and edit MS Office and PDF documents in one central place, no up/downloading required.

Intelligent trial balance upload

Upload trial balances, update lead sheets and financial statements instantly from Xero™ and QuickBooks.

Embedded document repository

All your firm and client documents are stored safely in the cloud. Find documents directly on an engagement and adjust as needed.

Similar Apps

BillBjorn

Lightning fast automated data entry into Sage Accounting

(2)

Starting At $6.50/Mo

BillBjorn

Lightning Fast Automated Data Entry

Starting At $6.50/Mo

(2)

Clarity

Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.

(1)

Starting At $297.00/Mo

Clarity

Simplifying business advisory services

Starting At $297.00/Mo

(1)

Credit Hound for Sage 100cloud

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.

(9)

Starting At $80.00/Mo

Credit Hound for Sage 100cloud

Advanced Collections Management

Starting At $80.00/Mo

(9)

Credit Hound for Sage 50

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.

(1)

Starting At $32.00/Mo

Credit Hound for Sage 50

Advanced Collections Management

Starting At $32.00/Mo

(1)

HireHop Equipment Rental Software

Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.

(1)

Free

HireHop Equipment Rental Software

Equipment rental company software

Free

(1)

Phocas Analytics

Phocas Analytics is a cloud-based data analytics solution designed for the everyday user. While Sage provides you with an operational view of your business, Phocas enhances your level of insight - with an ability to perform trend analysis or provide high-level data-driven and actionable intelligence. Building dashboards is straightforward but what sets Phocas Analytics apart is it's ad-hoc analysis layer - unlike other tools, people can move from the Phocas dashboard to underlying business data transactions.

(4)

Phocas Analytics

Feel good about your data

(4)

Simple-Simon

Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.

(1)

Starting At $25.00/Mo

Simple-Simon

Work order - Job sheet app

Starting At $25.00/Mo

(1)

Swoop Funding for Advisors

Smart tech built by accountants, for accountants As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt and equity.

(1)

Starting At $0.00/Mo

Swoop Funding for Advisors

Tailored funding for your clients.

Starting At $0.00/Mo

(1)

X3CloudDocs

Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.

(6)

X3CloudDocs

Intelligent Invoice Automation for Sage X3

(6)

nettTracker

nettTracker can save hours when making adjustments at the end of a financial period. Fixed asset processes can be fully automated, along with additional time saving tools to adjust prepayments and accruals including deferred income.

(1)

nettTracker

Automate period-end adjustments

(1)