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Description

BlueIQ aggregates information from your management system, Google Analytics, Facebook, and QuickBooks, allowing you to view and tailor various metrics from an overarching perspective while also drilling down into specific locations or categories to pinpoint issues or celebrate successes. With BlueIQ’s dental business platform, expanding your practice or group practice becomes more manageable, as it consolidates your data from all sites into a single user-friendly application. This comprehensive tool enables you to track collections, expenses, and budget reports for every location, giving you insights well ahead of your CPA’s timeline. You have the authority to determine which reports are shared to facilitate the management of collection activities and purchase orders effectively. When your team receives alerts about budget thresholds, you can maintain your overhead at the desired level. Additionally, BlueIQ routinely sends a customizable summary report directly to your inbox, and if it detects any issues, such as a dip in production, you will receive targeted notifications for each specific location. You have the flexibility to select the KPIs you want to keep an eye on, as well as the method and timing of the alerts you receive, ensuring you stay informed and proactive in managing your practice. This level of customization empowers you to make informed decisions that drive your practice’s success.

Description

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Analytics Yes 
QuickBooks Online Yes 
29 Next No 
AppMarket No 
BigCommerce No 
BridgerPay No 
Chargeback Gurus No 
ChartMogul No 
Classter No 
Ethoca No 
Google Pay No 
GreenRope No 
HubSpot Sales Hub No 
Masterpass No 
Nummuspay No 
PaySimple No 
Recurly No 
Sage Accounting No 
Veracross No 
Zuora No 

Integrations

Google Analytics Yes 
QuickBooks Online Yes 
29 Next Yes 
AppMarket Yes 
BigCommerce Yes 
BridgerPay Yes 
Chargeback Gurus Yes 
ChartMogul Yes 
Classter Yes 
Ethoca Yes 
Google Pay Yes 
GreenRope Yes 
HubSpot Sales Hub Yes 
Masterpass Yes 
Nummuspay Yes 
PaySimple Yes 
Recurly Yes 
Sage Accounting Yes 
Veracross Yes 
Zuora Yes 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Pricing Details

$35/user/month
Monthly and yearly billing options. Free 14 day-trial, no credit card required.
Free Trial Yes 
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 No 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BlueIQ

Country

United States

Website

www.getblueiq.com

Vendor Details

Company Name

BlueSnap

Founded

2002

Country

United States

Website

home.bluesnap.com/accounts-receivable-automation/

Product Features

Chiropractic

Appointment Management No 
Billing & Invoicing No 
Claims Management No 
EHR Certified No 
Outcome Assessments Yes 
Patient Account Management No 
Patient Records No 
SOAP Notes No 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes No 
Visual Analytics No 
Widgets No 

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management No 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Billing and Provisioning

Billing & Invoicing Yes 
Carrier Access Billing No 
Contract Management Yes 
Customer Accounts Yes 
Customizable Billing Yes 
Flexible Rate Tables No 
Internet No 
Order Management No 
Post-Paid Systems No 
Pre-Paid Systems No 
Provisioning No 
Rating No 
Self Service Portal No 
Service Order System No 
VoIP No 

Chargeback Management

Chargeback Dispute Management No 
Chargeback Insurance No 
Chargeback Prevention No 
Chargeback Recovery No 
For Banks / Issuers No 
For Merchants No 
For Suppliers / Manufacturers / Distributors No 
Fraud Detection No 
Reporting / Analytics No 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce No 

Payment Gateways

ACH / eCheck support No 
Buyer Authentication No 
Credit / Debit Support No 
Customer Information Storage No 
Fraud Prevention No 
Invoicing No 
Multi-Currency No 
PCI Compliance No 
Point-of-Sale (POS) No 
Recurring Billing / Subscriptions No 
Reporting / Analytics No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture Yes 

Purchasing

Catalog Management Yes 
Compliance Management No 
Contract Management Yes 
Inventory Management No 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management No 
Supplier Management Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition Yes 
Revenue Recovery Tools Yes 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

Vendor Management

Audit Management Yes 
Contact Management Yes 
Customer Database Yes 
Self Service Portal Yes 
Supplier Master Data No 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory No 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

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