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Description
Access all of your clients' invoices online, providing a comprehensive real-time snapshot of financial status along with notifications for missing or overdue payments. This streamlined approach allows for the quick identification of invoices, simplifying the payment process for your clients and reducing the need for excessive emails and phone calls, since everyone can access the same information. By giving your clients greater control and a more profound insight into their financial situation, you can gain a significant competitive advantage. We prioritize financial security and strictly follow the highest industry protocols for data protection and fraud prevention. With all unpaid bills conveniently organized in one centrally-managed hub, tracking and settling invoices becomes a breeze. Additionally, automatic notifications for any missing invoices help ensure that clients remain on top of their financial responsibilities. Users can easily extract information from the platform, export data to Excel, and convert invoices to PDF format. Moreover, invoices can be filtered based on criteria such as upload date, amount owed, due date, and various other parameters, enhancing the overall usability of the system. This comprehensive management tool not only simplifies financial oversight but also fosters better client relationships.
Description
Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$39 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$19.50 per month
Free Trial
Yes
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Billbeez
Founded
2015
Country
Israel
Website
billbeez.com
Vendor Details
Company Name
expex
Founded
2015
Country
United States
Website
expexinc.com
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
No
Cash Management
No
Check Writing
Yes
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
Yes
Vendor Management
Yes
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
No
Spend Control
Yes
Time Tracking
No
Workflow Management
No
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
No
Risk Management
No
Tax Management
No
Payment Processing
ACH Check Transactions
Yes
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
No
Fraud Detection
Yes
General Ledger Entry
Yes
Vendor Management
No