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Description
An all-encompassing platform designed for freelancers, contractors, consultants, and small businesses to oversee their financial well-being, manage project timelines, store important documents, and issue invoices. It effectively connects your banking activities with your accountant's software, offering features such as seamless receipt-to-transaction mapping and the ability to interact with your financial data while consolidating all necessary files. You have the flexibility to use your own bank as we support connections with over 20,000 financial institutions across the US, Canada, the UK, and Europe. By monitoring your income and expenses, you can attain a more comprehensive understanding of both your business's historical financial performance and its current standing. Enhance your productivity and team collaboration effortlessly with our sophisticated time-tracking system, which provides valuable project insights and promotes teamwork for maximum efficiency and success. In addition, it automatically correlates incoming invoices and receipts to their corresponding transactions, allowing you to manage your finances with ease, while also providing a unique email address for your invoices and receipts for a more personalized touch. This holistic approach empowers you to focus on growth and innovation in your business endeavors.
Description
The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.
API Access
Has API
API Access
Has API
Integrations
Airstack
Exact
Fortinet SD-WAN
HubSpot CRM
Ivanti Connect Secure
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Integrations
Airstack
Exact
Fortinet SD-WAN
HubSpot CRM
Ivanti Connect Secure
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Midday
Country
United States
Website
midday.ai/
Vendor Details
Company Name
EASI
Founded
1999
Country
Belgium
Website
easi.net/en/solutions/smartshare
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
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control