Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 35 Ratings

Total
ease
features
design
support

Description

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

Description

Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
8am CPACharge No 
8am ClientPay No 
ArchiSnapper No 
Box No 
Dropbox No 
Foxit eSign Yes 
Google Drive No 
MYOB No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
OnSched Yes 
PayPal Yes 
Stripe No 
Tax1099 No 
Vergo No 
Xero No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
8am CPACharge Yes 
8am ClientPay Yes 
ArchiSnapper Yes 
Box Yes 
Dropbox Yes 
Foxit eSign No 
Google Drive Yes 
MYOB Yes 
Microsoft Excel No 
Microsoft Outlook No 
OnSched No 
PayPal No 
Stripe Yes 
Tax1099 Yes 
Vergo Yes 
Xero Yes 

Pricing Details

$8.00/month/user
Special Pricing for Enterprise version
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AccountSight

Founded

2012

Country

United States

Website

www.accountsight.com

Vendor Details

Company Name

BQE Software

Founded

1995

Country

United States

Website

go.bqe.com/sourceforge-bqe-core/

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management No 
Contract Management No 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management No 
Proposal Management No 
Quotes/Proposals No 
Visualization / Presentation No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments Yes 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders No 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking No 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management Yes 
Expense Tracking No 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking No 
Reimbursement Management Yes 
Time Tracking by Client No 
Time Tracking by Project No 

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