Average Ratings 1 Rating
Average Ratings 0 Ratings
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
Holded is a comprehensive cloud-based solution that equips you with all the necessary tools to manage your business from any location, at any time. Imagine effortlessly adjusting your working hours with just a click; Holded makes daily operations easier by automating various tasks while enhancing your accounting and invoicing processes. You can choose from more than 40 customizable templates to tailor the invoices and communications your business sends out. All necessary information, including contacts, products, banks, and taxes, is populated automatically, allowing you to simply verify, save, and submit. While the process is largely automated, you maintain control and can track what you have reviewed versus what remains unchecked. As soon as you begin utilizing Holded, it begins gathering your data to generate real-time reports. Every facet of your business is integrated into a singular management platform, ensuring seamless connectivity. Furthermore, all the invoices and receipts you receive are systematically organized and categorized in one central location. This holistic approach not only saves time but also enhances efficiency throughout your business operations.
API Access
Has API
No
API Access
Has API
No
Integrations
PayPal
Yes
Axis LMS
No
Beam AI
No
Chief
No
Dropbox
No
Foxit eSign
Yes
Kwest
No
LastPOS
No
Microsoft Excel
Yes
Microsoft Outlook
Yes
Integrations
PayPal
Yes
Axis LMS
Yes
Beam AI
Yes
Chief
Yes
Dropbox
Yes
Foxit eSign
No
Kwest
Yes
LastPOS
Yes
Microsoft Excel
No
Microsoft Outlook
No
Pricing Details
$8.00/month/user
Special Pricing for Enterprise version
Free Trial
Yes
Free Version
Yes
Pricing Details
$10 per month
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
No
iPad App
No
Android App
No
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
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AccountSight
Founded
2012
Country
United States
Website
www.accountsight.com
Vendor Details
Company Name
Holded
Founded
2015
Country
Spain
Website
www.holded.com
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
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
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