Once Accounting

Client Integration and Advisory Platform
Learn More

Living Trial Balance

Once Accounting seamlessly gathers your client's Sage Accounting information, real-time, so you can proactively work on their tax and accounting throughout the year, and not after the month or year closes. You are then able to effortlessly integrate that information into your tax solution suite, working on this years taxes this year.

Overview Image

Benefits

No Manual Data Entry

Once Accounting's proactive tax workflow allows for CPAs to make adjustments throughout the year as client activity occurs. When it comes time to file you can push the client data straight into the... show more

Once Accounting's proactive tax workflow allows for CPAs to make adjustments throughout the year as client activity occurs. When it comes time to file you can push the client data straight into the return and file without the need to re-enter data in your tax software. show less

Proactive Alerts & Notification

By integrating directly with a client's accounting records we are able to provide users with real-time alerts and notifications based on tax and accounting significant activity. Those alerts do not... show more

By integrating directly with a client's accounting records we are able to provide users with real-time alerts and notifications based on tax and accounting significant activity. Those alerts do not just give an accountant the ability to see the activity, but also the ability to take action on it within our workflow to push directly back to their client's records or to a tax return, without opening another software. show less

Centralized & Automated Data Gathering

CPAs spend upwards of 40% of their time gathering client accounting data. Once Accounting automates that process by gathering all of a firm's clients' real-time accounting information each and every... show more

CPAs spend upwards of 40% of their time gathering client accounting data. Once Accounting automates that process by gathering all of a firm's clients' real-time accounting information each and every day and delivers it to the CPA in a centralized log in. show less

Preemptive Problem Solving

By having access to real-time information, and receiving alerts on important client activity, CPAs are able to see issues as they occur and help a client navigate through those challenges before they... show more

By having access to real-time information, and receiving alerts on important client activity, CPAs are able to see issues as they occur and help a client navigate through those challenges before they become problematic. show less

Real-time Relationships

All of the automation that we deliver gives a CPA and their clients the ability to have a real-time relationship based off current year activity, not one that is looking back at last year. CPAs and... show more

All of the automation that we deliver gives a CPA and their clients the ability to have a real-time relationship based off current year activity, not one that is looking back at last year. CPAs and their clients can work on this years taxes, this year. show less

Higher Fees but Better Value

The real-time relationships will lead to more service options for CPAs to provide their clients, which is truly what small-business owners are looking for - advisory services from a knowledgeable... show more

The real-time relationships will lead to more service options for CPAs to provide their clients, which is truly what small-business owners are looking for - advisory services from a knowledgeable professional. show less

Learn More Take the Tour
Details

Similar Apps

AutoEntry

AutoEntry helps users become more productive, letting them focus on running their business rather than doing admin. It is an intelligent, cloud-based solution which eliminates bookkeeping data entry, so users never again have to type up invoices or receipts. AutoEntry captures and analyses scanned and photographed paper documents, including bank and credit card statements, bills, purchase and sales invoices, expenses, receipts and more, automating data entry into Sage.

(1)

AutoEntry

Smart, Accurate, Automated Accounting

(1)

Cyclr

Cyclr enables software companies to integrate their application with Sage using our low-code integration builder. You can publish your integrations into your app for your users to self-serve.

Cyclr

Low-Code Sage Accounting Integration Connector

Helm

Helm is the short-term cash flow forecasting tool that gives you numbers you can trust in real-time. Make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets. <p>Cash management, Cash flow forecasting, Advisory, Cash planning, bookkeeping, accounting, outsourced controller, outsourced controllership, outsourced CFO </p>

Helm

Simple & Flexible Cash Flow Forecasting

IN-SYNCH

IN-SYNCH enables Sage 100 process automation through real-time data synchronization with any third-party system including e-commerce carts, marketplaces, CRM, 3PL, and more! <p>Sage 100 e-commerce, Sage 100 integration, Sage 100 process automation, BigCommerce, B2B, B2C open SaaS, powered by IN-SYNCH</p>

(1)

IN-SYNCH

Real-Time Data Synchronization & Integration

(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)

Realisable IMan

IMan is an integration platform that seamlessly connects almost any application to your Sage system, whether in e-commerce, logistics, distribution or payment processing. <p>IMan's smart connectors include Magento, Shopify, WooCommerce, Concur, Salesforce, BigCommerce, VisualSoft, ShipHero, ShipEngine, ShipStation, Sage Pay, Opayo, PayPal, CyberSource, Amazon, cDiscount, Ebay, Jet, Lazada, Shopee, Walmart, Microsoft Office, Excel, CSV, XML, JSON and more. Ideal for industries of e-commerce, marketplace, logistics, distribution, shipping, payment processors.</p>

(2)

Realisable IMan

Seamless integration with any application

(2)

SYNC

Integrate Sage with your CRM, E-commerce, Service Platforms and more with Commercient SYNC.

(1)

SYNC

Data integration for Sage Solutions

(1)

Syft Analytics

Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses and accountants use Syft to create, collaborate and explore beautiful financial reports. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. <p>Consolidations made simple, Practice oversight</p>

(1)

Syft Analytics

The collaborative financial reporting tool

(1)

Web-Stor Integration Platform by Kissinger

Web-Stor is an eCommerce integration platform built for Sage 100 to simplify and automate workflows. Shopify Integration, BigCommerce Integration, WooCommerce ERP, Shopify ERP, Shopify Sage 100, BigCommerce ERP, BigCommerce Sage 100, WooCommerce Integration, WooCommerce Sage 100.

(3)

Web-Stor Integration Platform by Kissinger

Sage 100 Integration & Workflow Automation

(3)

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)