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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

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Foxit eSign Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
OnSched Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Teambook No 

Integrations

Foxit eSign No 
Microsoft Excel No 
Microsoft Outlook No 
OnSched No 
PayPal No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Teambook 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 No 
Free Version 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 

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) No 
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 No 

Vendor Details

Company Name

AccountSight

Founded

2012

Country

United States

Website

www.accountsight.com

Vendor Details

Company Name

Spiderworks

Founded

2016

Country

New Zealand

Website

projectworks.io

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

Leave Management

Approval Process Control Yes 
Calendar Management No 
Employee Scheduling Yes 
FMLA Tracking No 
Leave & Absence Reporting No 
Leave Policy Management No 
Self Service Portal Yes 

Professional Services Automation

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

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Resource Management

Capacity Management Yes 
Data Visualization No 
Demand Forecasting Yes 
Drag & Drop No 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
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 No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management Yes 
Employee Lifecycle Management No 
Labor Projection Yes 
Performance Appraisal Yes 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Alternatives

Alternatives