Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Begin with an exceptional accounting software solution and enhance it with tailored features that suit your specific workflow needs. Create a tool that serves as the essential core of your organization. Start by generating reports that cater to the needs of Fortune 500 executives, which include advanced income statements, balance sheets, and cash flow reports that can be filtered by location, job, department, fund, or any other categorization you require, and then adapt them to your specifications. For instance, we developed a specialized allocation tool for a nonprofit organization that streamlines the process of distributing each expense invoice across various funds. In addition, the software boasts robust operational features such as activity and GPS tracking, photo uploading, signature capture, inventory management, scheduling, inspections, check-lists, work orders, and much more, making it a comprehensive solution for all your organizational needs. This flexibility allows businesses to not only keep track of their finances but also manage operational tasks efficiently.
Description
Mezzi introduces an innovative approach to wealth building and provides insights that were once only available to those with costly financial advisors. You can keep your current investment accounts while utilizing Mezzi's tailored strategies to minimize capital gains taxes, lower fund fees, enhance passive income, and fine-tune your portfolio distribution. Effective investing involves having a comprehensive view of your investments, and Mezzi allows you to compare performance and allocations across multiple accounts, paving the way for optimization. The platform offers recommendations that assist in rebalancing your allocations and making your surplus cash work harder for you. Navigating investment taxes can be a daunting task, but Mezzi's sophisticated calculators and AI-driven recommendations simplify the process, enabling tax savings. Furthermore, Mezzi's AI identifies more affordable funds that provide similar exposure, potentially saving you thousands in fees. At Mezzi, we prioritize your privacy and data security above all else. Our commitment to an ad-free environment ensures that your information remains entirely yours, and we will never share it with third parties at any time. Additionally, with our user-friendly interface and robust features, you will find that managing your investments has never been easier.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$18 per user per month
Free Trial
No
Free Version
No
Pricing Details
$9.99 per month
Free Trial
No
Free Version
Yes
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
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Bean Cruncher
Founded
2010
Country
Canada
Website
beancruncher.com
Vendor Details
Company Name
Mezzi
Website
www.mezzi.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes