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features
design
support

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Description

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

Description

IRIS Practice Engine empowers you to anticipate the future with assurance. Our cloud-based management software provides the insight and confidence necessary for making informed business choices. With over 20 years in the industry, IRIS Practice Engine has supported numerous practices in expanding their operations by boosting efficiency and enhancing client interactions. Throughout the years, the company has consistently adapted and upgraded its software to align with the evolving demands of the accounting sector. At IRIS Practice Engine, we understand your desire to be a progressive, expanding firm, free from the limitations imposed by outdated technology and workflows. To achieve that, you require a comprehensive solution to oversee your firm effectively. Unfortunately, traditional software often lacks the essential features and functionalities you seek, leading to feelings of frustration and hindrance in your growth. This is where IRIS Practice Engine steps in, offering you the tools you need to thrive in a competitive landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage Yes 
Asana Yes 
Azure DevOps Yes 
Basecamp Yes 
Calendly Yes 
Docusign Yes 
Dropbox Yes 
GitHub Yes 
HubSoft Yes 
Jira Yes 
LLumin Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
QuickFee No 
Salesforce Yes 
Slack Yes 
Virtual Cabinet No 
Zendesk Yes 
Zoom Yes 

Integrations

Adobe Marketo Engage No 
Asana No 
Azure DevOps No 
Basecamp No 
Calendly No 
Docusign No 
Dropbox No 
GitHub No 
HubSoft No 
Jira No 
LLumin No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
QuickFee Yes 
Salesforce No 
Slack No 
Virtual Cabinet Yes 
Zendesk No 
Zoom No 

Pricing Details

$500/month per 25 users
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
Live Rep (24/7) No 
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) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

progressussoftware.com

Vendor Details

Company Name

IRIS

Founded

1980

Country

United States

Website

www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/

Product Features

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Professional Services Automation

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

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

Professional Services Automation

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

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