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features
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support

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Description

Customer Contact Management allows you to oversee all customer interactions from a single, centralized platform, and this information can be leveraged for marketing purposes. Additionally, this system enables the organization of all supplier contact details, streamlining supplier management from one location. When it comes time to place new orders, you can do so efficiently. Effective inventory management is crucial for any business, which is why we've created an intuitive inventory management system that simplifies this process. Moreover, the Kool Invoice includes a built-in quotation management feature that allows you to send quotes to potential clients and track their progress. You can easily generate invoices from these quotes by converting them or create invoices directly within this module. At the core of the Kool Invoice system lies the accounts module, which handles all financial operations of the business, including accounts payable, ensuring that all financial aspects are efficiently managed. This comprehensive approach not only enhances operational efficiency but also supports better decision-making for future growth.

Description

Experts train our AI to compare every invoice against the original quote and purchase order. This ensures that you don't overpay any supplier, carrier, or partner. Automated GL coding and real-time analytics mean that there are no OCR templates to manage and you can save more money and have better cash flow. Open Envoy can be seamlessly integrated with your existing ERP or payment network, increasing accuracy and speed while reducing cost. You can trust that every invoice you receive has been thoroughly analyzed to ensure accuracy. Get instant alerts if discrepancies are discovered. To protect your company against supplier fraud, give your team the best controls possible. Cash flow is important. Hold your suppliers responsible. Our no-code integration will get you up and running quickly. Automating repetitive work for your AP team saves time and increases their effectiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Kool CRM
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
SAP ERP

Integrations

Kool CRM
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
SAP ERP

Pricing Details

$299 one-time payment
Free Trial
Free Version

Pricing Details

$599 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BTS Software

Website

btstech.net/kool-invoice/

Vendor Details

Company Name

Open Envoy

Founded

2020

Country

United States

Website

openenvoy.com

Product Features

Billing and Invoicing

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

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

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

Billing and Invoicing

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

Billing and Provisioning

Billing & Invoicing
Carrier Access Billing
Contract Management
Customer Accounts
Customizable Billing
Flexible Rate Tables
Internet
Order Management
Post-Paid Systems
Pre-Paid Systems
Provisioning
Rating
Self Service Portal
Service Order System
VoIP

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Alternatives

Alternatives

Kool CRM Reviews

Kool CRM

BTS Software