Once Accounting
Automated Data Gathering
Automatically gather a client's accounting information every day out of their Sage Business Cloud Accounts, or other ERPs your clients utilize. Client onboarding is completed with a simple click of a button, and Once will begin gathering info in real-time.
Real-Time Alerts & Notifications
By focusing on individual transactions, we are able to create alerts based on the individual characteristics of each transaction alerting CPAs to significant activities like penalties, fixed asset additions, or errors in a client's accounting records. A CPA can also make an adjustment within our workflow by simply selecting the transaction in question.
Customizable, real-time consolidating reports
Once is able to generate reports based on real-time information. Reports like balance sheets, income statements, trailing 12s, and other custom reports, are now easy to generate and deliver to clients, even on a consolidated basis, and all with drill-down detail. And because Once tracks tax adjustments as well, you can create reports with real-time taxable income.
Client-wide search and custom alerts
You can search across all clients of a firm for significant activity, and create custom alerts off those parameters. For example, you can see information like "which client received PPP funding and when" to help better track those things.
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