Modules
Integrate + Extend
Quickly integrate to other applications.
Instantly extend the capabilities of your workflows.
Increase Your ROI on SaaSOptics
Module Benefits
Connect Data Across Accounting and CRM Systems
Reduce Data Inaccuracies and Errors
Speed Reconciliation
Consolidate Key Financials for CRM Leadership
Minimize Manual Processes and Save Time
Improve FinOps Efficiency and Effectiveness
Respond Quickly to Investor, Board, & Auditor Inquiries
Scale Understaffed Teams
App Connections
CRM
Automate order processing from CRM
- Reduce time spent re-keying CRM data
- Lower the number of data errors
- Effectively scale the finance team
- Speed order-to-cash cycle time
- Get Rev-Rec right from step one
- Integrate CRM and GLs
- Send financial data back to CRM
- Easily identify and reconcile data errors
General Ledgers
Extend the life of smaller GLs:
- Achieve GAAP compliance
- Gain investor-grade analytics and financial reports
- Extend the life of QuickBooks & Xero
- Delay the painful switch to a big ERP
Add functionality to "Big ERP" apps:
- Make a switch to "Big ERP" easier
- Improve analytical insight and decisions
- Streamline finops workflows
Invoicing & ePayment
Accept Credit Cards and ACH
- Improve cash flow and working capital
- Offer multiple payment options to customers
- Encourage more ACH payments
- Connect GLs, streamline reconciliations
Automate Sales Taxes
- Address liabilities with state auditors
- Automate calculation for invoicing
- Automate filings with expert help
Data Integrated
General Ledger (GL)
Customer Relationship Management (CRM)
Sales Tax Jurisdiction Rules
Global Currency Exchanges
Data Warehouses
Market Intelligence and Enrichment
Customers, Orders, Contracts and Line Items
Revenues and Revenue Recognition
Invoices, Payments, Refunds, and Credits
Market, Prospect, Customer, and Churn Profiles
Order-to-Cash Cycle Timeframes and AR Aging
Financial Insight for Sales, Marketing, and Customer Success
Can your spreadsheet do that?
Find Out How We Can Impact
Your Next Valuation.
Overview Video
1 Minute of Executive Summary, 1 Minute of Process Overview, and 5 Minutes of Screens.