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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Say goodbye to emailing; effortlessly drag and drop files from your computer into our user-friendly platform. Our advanced machine learning algorithm analyzes invoice transaction coding behaviors and retains historical patterns for future reference. A comprehensive workflow simplifies the process of obtaining approvals and addressing exceptions. You can schedule payments through our integrated solution, whether on the website or via our mobile app while on the move. Our customer portal facilitates seamless communication with clients for swift payments and addresses any billing inquiries. We also offer automated and recurring billing features to expedite customer billing. Enhance your collections process with organized billing and revenue tracking, minimizing manual tasks. Our integrated payment collection system enables customers to make payments directly to you with just a click. Additionally, you can project your cash flow for the upcoming one, three, or six months based on past trends, allowing you to gauge current profitability and make better-informed business decisions. This streamlined approach not only saves time but also fosters better relationships with clients, ensuring a more efficient financial management process for your business.

Description

eZ Account Import allows you to seamlessly bring your online banking information into QuickBooks with minimal effort, requiring only a few clicks. It is compatible with all commonly used online banking download formats such as Quicken (.qif or .qfx), Money (.ofx), and Excel files (.csv, .xls, .xlsx). Beyond merely converting files, eZ Account Import operates as a unified application within QuickBooks. You can effortlessly transfer your online banking transactions to your QuickBooks bank register in just three straightforward steps. The application gives you access to your Chart of Accounts, lists, and transactions from QuickBooks, all within its interface. Users can quickly add transactions directly into QuickBooks, with real-time status updates on each transaction import made visible. You can import different types of transactions including checks, deposits, payments received, or bill payments directly into QuickBooks. Additionally, the tool allows for easy setup of mappings to remember QuickBooks payee, account, class, and customer details based on the transaction description, streamlining the entire process. This feature significantly enhances the efficiency of managing your financial records.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Airtable Yes 
Dropbox Yes 
Focus POS Yes 
Google Drive Yes 
Gusto Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 Yes 
Microsoft OneDrive Yes 
QuickBooks Accountants Yes 
SAP ERP Yes 
Sage Intacct Yes 
Salesforce Yes 
Shopify Yes 
TaxJar Yes 
Toast POS Yes 
WePay Yes 
WooCommerce Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Airtable No 
Dropbox No 
Focus POS No 
Google Drive No 
Gusto No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 No 
Microsoft OneDrive No 
QuickBooks Accountants No 
SAP ERP No 
Sage Intacct No 
Salesforce No 
Shopify No 
TaxJar No 
Toast POS No 
WePay No 
WooCommerce No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$135.00/year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Cratoflow

Founded

2019

Country

United States

Website

www.cratoflow.com

Vendor Details

Company Name

Zachary Systems

Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

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